Heather Treglown’s position as a Virtual Assistant has been complimented by all her years of experience, commencing in the financial industry for twenty years, equipping her with many varied skills. The latter part of her career entailed Business Development (financial) along with Property Management (Commercial) which was thoroughly enjoyable. A change of lifestyle brought Heather to commence her own business in 2008, whilst starting a family providing the balance in life after many years in employment. Heather has been a Supervisor and a Senior Checking Officer in her career which has provided her with excellent organisational and time management skills. Heather has also attained the following qualifications: Diploma of Business Management, Virtual Assistant Certificate (Small Business Course – A Clayton’s Secretary), Secretarial Diploma, Typist/Receptionist Certificate, Resume Writing Certificate and Diploma of Financial Markets.
Skills and Expertise
Heather’s primary focus is providing clients with timely, efficient service with attention to detail being her most valuable asset. Heather’s main services provided encompass reception, typing, appointment setting, scheduling, planning rosters, administration, databases and excel spreadsheets. Another passion is writing resumes to help others achieve success and happiness. As mentioned above, her knowledge lies within a few industries: finance, commercial property and education. My commitment to my clients is exemplary as I take pride in doing my very best for my client knowing I am part of growing business. Having worked in the professions above has equipped Heather with skills to communicate effectively at a professional level.
- Administration Support
- Data Entry
- Mail outs
- Internet/Other Research
- Compiling information
- Email Management
- Administration (General/Financial/Property/Legal/Insurance)
- Diary Management/Appointment Setting/Scheduling
- Client Liaison
- Reconciling General Ledgers (financial, stock or otherwise)
- Build/Maintain rapport with clients ensuring client satisfaction/feedback
- Delegating tasks and following up
- Maintaining Registers
- Obtaining quotes
- Co-ordinating Travel arrangements
- Invoice management
Other Specialised Services
- Professional Resumes
- Covering Letters
- Position Descriptions
- Client Consultations re Interviews
Testimonial – Appointment Setter (Virtual Assistant):
“I have been consistently impressed with Heather’s motivation and productivity during the time that she has worked for us. Her success in her role was mainly due to her initiative and positive attitude.
Her ability to communicate effectively with our target customers and set appointments as per her set quota, week in week out, was an inspiration to all in her team.
I have no hesitation in recommending Heather for any position and I am confident that she will be a dedicated asset to any organisation.”
Executive Support Manager