HI I'M

ANGELI
SADSAD
EXECUTIVE ASSISTANT AND
ADMIN SUPPORT SPECIALIST

Roxas City, Philippines

EXPERIENCES AND
HOW I STARTED IN
FREELANCING...

PAGE 02
MEDICAL
SECRETARY
2006 - 2010
Scheduling patient consultations.
Sorting outpatient billing.
Ordering medical and office supplies.
Liaising with medical equipment
suppliers.
Managing the doctors' schedules.
Managing the day-to-day functions of the
office.
Medical Annotation and prescriptions
Processing of Medical claims Answering
the office phone
ADMINISTRATIVE ASSISTANT II
2010 - 2021
Acting as the point of contact

Organizing meetings
Handling correspondence directed
to managers
Making travel arrangements
Maintaining the current filing
Improve current systems
Email Handling
Acting as a representative in Level I
Making presentations for meetings
CUSTOMER SUPPORT
SPECIALIST
February - August 2021

Handled International PayPal account

Serves customers by providing product
and service information
Resolves product or service problems by
clarifying the customer’s complaint
Determine the cause of the problem,
selecting and explaining the best
solution
Expedite correction or adjustment, and
following up to ensure resolution.
Contributes to team effort by
accomplishing related results as needed.
VIRTUAL/EXECUTIVE AND
PERSONAL ASSISTANT

Executives (e.g.
accountants, coaches,
Financial Advisors)
CEO's
Entrepreneurs/Small
Business Owners

VIRTUAL/PERSONAL
ASSISTANT TO A COLLEAGUE
2018 - up to present
$3/hr and raised up to $15/hr

Data Entry
Research
Calendar Management
Travel arrangements
Powerpoint presentations
Minutes taking
Database maintenance

EA/PA TO EXECUTIVES / ACCOUNTANT

2021 - 2022
$5/hr and raised up to $12/hr

Partner / Personal accountability (personal

check ins for personal care, getting tasks done)
Calendar management
Travel arrangements
Restaurant and Hotel bookings
Scheduling
Bookkeeping using QuickBooks and
Xero
Refill Prescriptions
Enter client invoices into billing/tracking system
EA/PA TO A COMPANY FOUNDER
2021 - 2022
$8/hr

SOP creation
Taking minutes of Meeting
Calendar and Email management
Web research and data entry
Travel arrangements and bookings
Partner Accountability
Serve as the primary point of contact internally and
externally on all matters pertaining to the Company
Founder including those of a highly confidential or
critical nature.
Graphic Design / Video Editing
Scheduling
LinkedIn Outreach
EA/PA TO AN EXECUTIVE/ENTREPRENEUR
2021 - 2022
$18/hr

Partner / Personal accountability (personal check

ins for personal care, getting tasks done)
Calendar management
Travel arrangements
Passport/Visa appointments
Restaurant and Hotel bookings
Scheduling
Project planning on different areas/fields
Tracking project status and sharing updates
EA/PA TO CEO / COMPANY OWNER
2022
$25/hr
Partner / Personal accountability (personal check
ins for personal care, getting tasks done)
Calendar management and scheduling
Travel arrangements both local and international
Passport/Visa appointments
Restaurant and Hotel bookings
Team check ins
Project Management
Attending Technical Meetings
Organizing meeting
Minutes Taking
Project planning on different areas/fields
Tracking project status and sharing updates
 What makes a
Rockstar
Executive or
Personal Assistant
by Angeli
 Definition

WHAT IS A PA?
Adept organiser
- manage multiple tasks
- diary management
- organising travel
- variety of other administrative tasks.
PA Skills
GET THE RESULTS YOU WANT!

CLIENT PERSPECTIVE - hand over work

and get it back the way you want it

P/EA PERSPECTIVE - if task is unclear, ask!

PA Skills
Use time blocking. ...

Make a list and prioritize. ...

Organization
Have a designated office. ...

Use excellent resources. ...

Make self-care a priority. ...

Set working hours and stick to them. ...

Keep a journal or thought log

 Flexibility
PA Skills Time-zone adjustment

Multiple different tasks

 Don’t Wait for Things to Do.

Take it a Step Further.

Offer more efficient ways of

doing things.
PA Skills
 IT
PA Skills
 WHAT IS AN
EA?

There’s crossover in the sense that EAs will

partake in some (even many) of the duties a
PA would, however the EA role is more
strategic.

As an EA, you’ll provide assistance to a company

Director, CEO or another senior team member.
EA Skills
skills to correctly and logically
assess the ideas you are
exposed to while developing
your own opinions and
decisions.
EA Skills

Research and find a way

around the issue
 Networking
EA Skills
EA Skills

Analytical
Approach
 Job Description
PA vs EA

PA Daily Tasks
Act as a first point of contact on email
and phone EA Daily Tasks
Manage diaries and schedule meetings
Coordinating schedules and calendar
on behalf of seniors
management
Book business travel and
Managing the senior employee’s inbox
accommodation
Preparing documents and creating reports
Organise events and conferences
Researching new business opportunities
Prepare reports and manage databases
Liaising directly with existing and prospective
clients
 Why
Executives/CEOs
hire an EA/PA

01 Someone to trust with their schedules, taking

messages, and routine contact with business
associates and clients.
 Why
Executives/CEOs
hire an EA/PA

02 Making EA their trusted right-hand partner. It is often

very difficult to open up life to a stranger but
understand an Executive Assistant is a professional in
this field.
 Why
Executives/CEOs
hire an EA/PA

03 EA can work remotely. Given the nature of their

intelligence, they know how to manage calendars,
including their own, and will know when and if it is
appropriate for them to work remotely.
 Why
Executives/CEOs
hire an EA/PA

04 The most important traits (in addition to experience):

- trustworthiness
- dependability
- professionalism
- ability to communicate both verbally and in written form.
 Why
Executives/CEOs
hire an EA/PA

05 Someone they can connect with to the point where an

EA can anticipate what the CEO needs, when he needs
it, being proactive and how to move forward without
always seeking their approval.
 Why
Executives/CEOs
hire an EA/PA

06 Take over some projects, create something you can see that

needs attention that a CEO might have missed, and have a
voice in leadership meetings. You are there to keep them on
course and manage the little things (often without saying or
asking) to help CEOs achieve success.
 Why
Executives/CEOs
hire an EA/PA

07 Someone CEOs can be transparent with. Normally

there is no secrets between the two of you unless it's a
state secret. EAs should understand and respect
confidentiality. EAs operate as an information “vault.”
 Why
Executives/CEOs
hire an EA/PA

08 Many CEOs are tech-savvy and can create PowerPoint presentations, set up

Zoom calls, and can write emails but every minute they spend doing that is a
minute taken away from building the business.

EAs are expected to meet or is welcome to go beyond the standards of their

CEOs. Note that their success lies in your hands.
 Page 01

VIRTUAL
EXECUTIVE
ASSISTANT
BY ANGELI

Rigorously provides high end support to CEO or

Executives.

EA's proactively look for ways to add value and enhance

CEO's efficiency (while effectively managing CEO's
schedule, inbox, and other complex or sensitive tasks.
 Page 02

Weekly Tasks Tracker

Create a combined calendar and task list to track key items weekly, monthly or annually
 Page 03

Client One-Stop
Shop Info
Description Here
Template to provide convenience and
efficiency on keeping client's records.

Template if flexible and additional info can

be added depending on client's requests.
Ritual Tracker Page 04

Monitor your daily rituals and

check your progress as you go!

Re-engage with your

incomplete goals or start new
ones.
Exercise Tracker
Page 05
 Page 06

Calendar
Proofing
 Page 07

Note Taking
Template
The practice of recording information. By
taking notes, the EA records the minutes of
meeting, ensuring everything is accounted
for.
 Page 07

Inbox Zero
Method
Inbox Zero is a rigorous approach to
email management aimed at keeping
the inbox empty -- or almost empty -- at
all times.
 Page 07

Daily News
If a client wants to be notified of the big
news for a certain topic but does not
have the time to search online, the EA
can research and save all news for the
Executive to read once he's free.

Through Pocket, one can provide you the

news of the day for the topics you
wanted to be notified for.
 VIRTUAL

EXECUTIVE ASSISTANT
 Page 13

Contact

Roxas City Philippines

angelisadsad1@gmail.com

+63 916 233 1547

 Page 14

Thank You