Available for new roles & clients
Virtual & Executive Assistant · Philippines

The person your
business runs on.

I'm Jozelle — a detail-driven VA with a background in financial compliance, AML/KYC investigation, executive support, and e-commerce. I take the operational weight off your plate so you can focus on what only you can do.

99%
CSAT Score maintained at Concentrix
80%
Conversion rate in cold calling & appointment setting
300+
AML/KYC cases reviewed per week as SME
1,300+
Etsy sales managed with 5-star rating
About me

Precision from compliance.
Care from people-first work.

I started my career in fraud analysis and AML/KYC investigation — work that demanded sharp attention to detail, discretion with sensitive information, and the discipline to document everything as if it would be audited tomorrow.

I was recognized as a Subject Matter Expert (SME) at Rogers Communications, guiding team members through complex compliance cases and investigation best practices — a responsibility that sharpened both my technical knowledge and my ability to lead without authority.

That precision now shows up everywhere I work — as an Executive and Personal Assistant, a cold caller and appointment setter for insurance professionals, and an e-commerce shop manager on Etsy with 1,300+ sales.

I hold a BS in Computer Engineering, Cum Laude, from STI College Global City, and I'm Google Gemini AI Certified — which means I'm not just organized, I'm genuinely comfortable with the tools and systems modern businesses run on.

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BS Computer Engineering — Cum Laude
STI College Global City · 2020–2024
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Google Gemini AI Certified
Proficient in Claude, ChatGPT, and AI-powered workflows
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Subject Matter Expert — KYC & AML
Rogers Communications via Concentrix · recognized for compliance expertise
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7 Industries Supported
Financial services, e-commerce, insurance, real estate, hospitality, tech, and creative
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Fully Remote Ready
Fiber internet + backup hotspot · dedicated workspace · noise-cancelling headset
What I do

Support across the full back office.

From the inbox to the pipeline to the compliance doc nobody wants to touch — I cover it all.

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Executive & Personal Assistance
Calendar management, inbox triage, travel coordination, scheduling, and day-to-day logistics handled with discretion and follow-through.
Calendar Inbox Scheduling Reports
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Appointment Setting & Cold Calling
120+ outbound calls daily with 80% conversion rate. Outreach, lead qualification, and pipeline follow-up that keeps prospects warm and calendars full.
Cold Calling Lead Gen CRM Follow-ups
⚙️
CRM & Operations Support
GoHighLevel, CRM data entry, pipeline tracking, and process documentation that keeps your business organized as it grows.
GoHighLevel Pipeline SOPs Data Entry
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KYC & AML Compliance
SME-level AML/KYC expertise applied to due diligence, audit-ready records, and sensitive document handling with zero compromise on accuracy.
AML KYC Due Diligence Audit
🛍️
E-Commerce & Customer Support
Shopify and Etsy shop management, listings, order tracking, and customer communication — built on real operations experience with 1,300+ sales.
Shopify Etsy Orders Customer Service
🎨
Content & Social Media
Canva design, social content scheduling, video editing, and brand-consistent graphics that keep your presence active and growing.
Canva Social Media Video Editing Content
Where I've worked

A path built across compliance, care, and operations.

Every role sharpened a different edge — and all of them show up in the work I do today.

OCT 2025 — JUN 2026
E-Commerce Shop Assistant
Etsy · Remote
  • Processed and managed 25+ customer orders daily with accurate fulfillment and timely delivery coordination
  • Maintained product listings, inventory records, and sales tracking contributing to improved shop ratings
  • Responded to customer inquiries promptly supporting a 5-star seller reputation throughout the engagement
  • Supported promotional campaigns that drove increased visibility and sales performance month over month
25+ orders/day 5-star rating
SEP 2023 — AUG 2025
Executive & Personal Assistant
Exclusive Legacy Tax & Financial Services · Remote
  • Managed communications and administrative support for 100+ clients ensuring timely responses and professional representation
  • Coordinated 10+ appointments per week across executive calendars reducing scheduling conflicts significantly
  • Streamlined follow-up processes for outstanding tasks and deadlines improving project completion rates
  • Organized business documents, prepared reports, and maintained accurate records for smooth day-to-day operations
100+ clients 10+ appts/week
MAY 2022 — JUL 2023
KYC & AML Investigation Analyst — Subject Matter Expert (SME)
Rogers Communications via Concentrix · Remote
  • Recognized as Subject Matter Expert (SME) — guided team members on complex KYC/AML cases and compliance best practices
  • Reviewed and processed 50–70 cases per day and 300+ cases per week with high accuracy across all compliance records
  • Maintained organized digital records and case documentation that directly supported audit readiness
  • Collaborated with internal teams to flag discrepancies and resolve high-risk cases reducing error rates across the pipeline
300+ cases/week SME recognized Audit-ready docs
JAN 2021 — APR 2022
Fraud Analyst — Debit & Credit
Concentrix · Financial Account
  • Handled 50+ inbound and outbound calls daily maintaining a 99% CSAT score throughout the role
  • Documented and resolved customer fraud concerns in CRM reducing case backlog and improving resolution turnaround
  • Coordinated follow-ups on disputed transactions helping customers recover funds and restore account security
50+ calls/day 99% CSAT
PRIOR TO JAN 2021
Appointment Setter & Cold Caller
Insurance Agent · Remote
  • Conducted 120+ outbound calls daily achieving an 80% conversion rate in qualifying leads and booking appointments
  • Set 10+ confirmed appointments per week directly supporting the agent's pipeline and revenue growth
  • Maintained accurate CRM records minimizing scheduling conflicts and maximizing calendar efficiency
120+ calls/day 80% conversion 10+ appts/week
Toolkit

What I work with every day.

Tools I use confidently — not just tools I've heard of.

Admin & Productivity
  • Google Workspace
  • Microsoft Office
  • Calendar Management
  • Document Handling
  • PDF & File Management
CRM & Outreach
  • GoHighLevel
  • CRM Systems
  • Auto Dialers
  • Cold Calling
  • Lead Generation
E-Commerce & Support
  • Shopify
  • Etsy Shop Management
  • Order Processing
  • Customer Service
  • QuickBooks (Intermediate)
AI & Creative
  • Google Gemini (Certified)
  • Claude AI
  • ChatGPT
  • Canva
  • Video Editing
Proof of work

Real work from real projects.

Snapshots of the kind of work I actually deliver — not just what I say I can do.

Compliance · AML/KYC
Audit-Ready Case Files

Produced AML/KYC investigation records detailed enough to stand alone for audit review — covering due diligence findings, risk assessment reasoning, and escalation justification for every case. Recognized as SME for documentation quality.

CRM · GoHighLevel
GHL Pipeline Management

Managed leads and contacts inside GoHighLevel — logging notes after every interaction, updating pipeline stages, scheduling appointments, and building automation workflows that reduced manual follow-up by the team.

E-Commerce · Etsy
Etsy Shop Optimization

Managed listings, inventory, and customer communication for Sacred Bloom Healing — growing the shop to 1,300+ sales and a 5-star rating through better responsiveness, SEO-optimized listings, and promotional coordination.

Executive Support
Conflict-Free Calendar System

Built a color-coded scheduling system that caught and resolved a double-booked client meeting before the client even knew there was a conflict — both parties rescheduled without any escalation needed.

Cold Calling · Insurance
Appointment Pipeline — 80% Conversion

Maintained an active outbound cold calling pipeline making 120+ calls daily — qualifying leads, logging call notes immediately, and booking 10+ confirmed appointments per week with an 80% conversion rate.

Design · Canva
Brand Materials & Content

Designed client-facing graphics, promotional content, social media carousels, and branded documents — balancing clean visual design with clear, accessible information for non-technical audiences.

Featured shop

Sacred Bloom Healing — live Etsy shop.

Beyond admin and compliance work, I help run a 5-star rated Etsy shop with 1,300+ sales — handling listings, customer communication, SEO, and shop operations end to end.

Visit shop →
1,300+
Total sales
5.0 ★
Star rating
25+
Orders managed daily
515+
Customer reviews
What clients say

Trusted by the people I support.

Real feedback from real clients — not generic endorsements.

★★★★★

"Jozelle brought a level of precision and discretion to our operations that's hard to find. She doesn't wait to be told what to do — she sees what's needed and just handles it. Our calendars, documentation, and day-to-day communication have never run smoother."

Jessica Alcon
CEO, Exclusive Legacy Tax & Financial Services
★★★★★

"Working with Jozelle felt effortless from day one. She's organized, communicates proactively, and genuinely treats the business like it's her own. I trust her with the details I don't have time to think about — and she's never let me down."

Oussama Sayeh
Owner, Sacred Bloom Healing
Get in touch

Let's see if we're a good fit.

I'm currently available full-time for remote roles and long-term client work. Based in Taguig City, Philippines — open to US, UK & AU hours.

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Phone / WhatsApp
+63 929 792 1009
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Location
Taguig City, Philippines
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Availability
Full-time · US / UK / AU hours

Ready to work together?

Whether you need a long-term Executive Assistant, a reliable VA, a cold caller who converts, or someone to own your e-commerce operations — I'm ready to show you what I can do from day one.

Send me a message →