Marilyn Jeffords
Virtual Assistant &
Business Operations Support
Reliable Support for a
More Productive Business
Helping busy professionals and businesses stay organized, meet goals, and move forward with confidence.
ORGANIZED | RELIABLE | ACCURATE | PROACTIVE
ABOUT ME
Professional Support for People Who Do Great Things
I’m Marilyn Jeffords, a dependable virtual assistant with extensive experience in administrative and executive support, sales operations, financial administration, and business coordination.
I help professionals and teams streamline daily operations, stay organized, and focus on what matters most. My approach is built on accuracy, organized workflows, proactive follow-through, and clear communication.
Reliable and Trustworthy
Detail-Oriented
Proactive Problem Solver
Clear Communication
WHAT I DO
Flexible Support for Your Business Needs
Dependable virtual assistant and business support services to keep your operations organized and productive.
Executive & Administrative Assistance
Leadership support, meeting coordination, and day-to-day operations.
Sales Operations & Lead Management
Lead tracking, sales follow-up, and pipeline administration.
Client Communication & Follow-Up
Professional communications that keep business moving.
Financial Administration & Payment Reconciliation
Payment follow-up, transaction tracking, and reconciliations.
Excel Reporting & Dashboards
Well-organized reports and spreadsheets for clearer insights.
Calendar & Inbox Management
Scheduling, inbox coordination, and organized priorities.
Invoice & Payment Tracking
Track payments, outstanding actions, and financial records.
Spreadsheet & Workflow Management
More structured, accurate and efficient daily processes.
Website Updates & Event Coordination
Keep content current and support professional events.
EXPERIENCE & STRENGTHS
A Strong Foundation in Support and Operations
Corporate and independent experience, with a consistent focus on accuracy, communication, and reliable execution.
Corporate Administrative / Executive Support
Supporting executive leadership and sales-related administrative operations with discretion, accuracy, and organized follow-through.
- Executive coordination and leadership support
- Sales administration and operational reporting
- Scheduling and meeting organization
- Expense documentation and process coordination
- Internal and external communications
- Priority and deadline management
Independent Virtual Assistant / Business Support
Independent support for business owners and teams, with a focus on financial organization and client communications.
- QuickBooks Online and Wild Apricot reconciliation
- Customer and membership record management
- Payment tracking and customer follow-ups
- Excel dashboards and business reporting
- WordPress and Wix content updates
- Event coordination and professional communication
CORE STRENGTHS
Executive Support
Sales & Lead Tracking
Client Communication
Excel Dashboards
Financial Records
Calendar Coordination
Process Improvement
TOOLS & PLATFORMS
Proficient in Today's Essential Tools
Experienced with familiar business software and comfortable adapting to client-specific systems.
X
Microsoft Excel
W
Microsoft Word
O
Microsoft Outlook
qb
QuickBooks Online
WA
Wild Apricot
A
AffiniPay
C
Canva
W
WordPress
WIX
Wix
Also adaptable to client-specific CRM platforms and scheduling systems.
LET'S WORK TOGETHER
Ready to Simplify, Organize, and Move Forward?
Let’s talk about your business needs and how I can support your next chapter with clarity and confidence.
Ready to get organized?
Prefer email? marilyn.jeffords1@gmail.com