Purple Diamond supports your business processes in today's rapidly evolving, digitally connected world. I offer you a wide range of services whenever and wherever you need them.Here is a sample of the tasks I can assist you with:- Managing your daily schedule, including calendar management, appointment scheduling, and cancellations.- Following up with clients to ensure that they complete tasks or contracts.- Setting up appointment scheduling software, like Calendly, and integrating it into your email signature and website.- Organizing and managing your email inbox, including creating templates and screening and answering emails.- Proofreading documents, emails, and websites.- Creating and updating spreadsheets, performing data entry, and conducting research and fact-finding.- Assisting with new client onboarding, sending thank you notes, birthday and holiday cards, and ordering supplies, equipment, and business gifts.- Booking travel, paying bills, invoicing clients, and following up on outstanding invoices.In addition to these services, I can also help with technology and systems setup, including:- Setting up and managing Microsoft Office 365 and Google Workspace.- Establishing and maintaining cloud-based file storage, purchasing and setting up domains, and managing online accounts.- Creating and maintaining a client database using CRM (customer relationship management).- Managing secure password storage, purchasing and setting up computer hardware and cell phones, researching and implementing new software and solutions, and providing application training.- Setting up and managing social media platforms like Facebook, Instagram, and LinkedIn and conducting electronic signature platform training.Lastly, I can assist you with marketing and communications by designing custom email signatures, electronic letterheads, and business cards. I can also help with social media basics like scheduling and posting content, managing messenger inboxes, and creating images using Canva. Additionally, I can research and find the person, place, or thing that you are looking for, whether it is a software solution, a hotel to host an event or the latest technology.
Purple Diamond Virtual Assistant
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OwnerPurple Diamond Virtual Assistant Nov 2022 - PresentHuntsville, Ontario
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Executive Harmony OfficerAftercare Partner Oct 2022 - PresentHuntsville, Ontario, Canada
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Independent Life Insurance BrokerLynda Robinson Llqp Mar 2022 - Nov 2022Huntsville, Ontario, CanadaRelated Skills: Client Support, Relationship Building, Client Education, Client Retention.Responsible for my book of business.Introduced health and supplemental insurance solutions to meet unique client needs and partnered with multiple insurance carriers to provide clients with a full range of product options. Educated clients regarding policy terms and benefits to facilitate informed decision-making and built strong client relationships that resulted in retention and referrals—earned… Show more Related Skills: Client Support, Relationship Building, Client Education, Client Retention.Responsible for my book of business.Introduced health and supplemental insurance solutions to meet unique client needs and partnered with multiple insurance carriers to provide clients with a full range of product options. Educated clients regarding policy terms and benefits to facilitate informed decision-making and built strong client relationships that resulted in retention and referrals—earned new business through cold calling. I leveraged exceptional listening and analytical skills to provide clients with the most appropriate products.I Built a solid client base through disciplined marketing efforts. Show less
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Insurance AdvisorCanada Coverage Plans Jul 2021 - Mar 2022As an advisor, I was the first point of contact for prospective customers seeking life insurance information. I support the customer through the entire process - from discovery to application.
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Bank AdvisorRbc Nov 2020 - Jun 2021Huntsville, Ontario, Canada -
Financial Planning AdvisorAssante Financial Management Ltd. Jan 2019 - Dec 2019Managed relationships with existing clients and prospects. Retirement income planning Business succession planning Investment Planning advice Charitable giving Mortgage and debt management Insurance planning
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Associate ConsultantIg Wealth Management Jun 2015 - Jan 2019North Bay, OntarioResponsible for independently acquiring new clients through marketing and prospecting. Servicing existing IG client cross-sell using a needs-based approach. Developed a broad knowledge of financial products such as Life Insurance, Disability Insurance, Long-Term Care Insurance. Fixed and Variables Annuities, Mutual Funds.
Lynda Robinson Education Details
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Developmental Disabilities Worker
Frequently Asked Questions about Lynda Robinson
What company does Lynda Robinson work for?
Lynda Robinson works for Purple Diamond Virtual Assistant
What is Lynda Robinson's role at the current company?
Lynda Robinson's current role is Virtual Assistant - Provider of Remote Administrative Business Support for Solo-Professionals and Small Business owners.
What schools did Lynda Robinson attend?
Lynda Robinson attended Sheridan College.
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1mha.tvh.ca
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Lynda Robinson
Calgary, Ab3bonavistaenergy.com, bonavistaenergy.com, bonavistaenergy.com4 +140321XXXXX
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1robarts.ca
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