Melissa Di Roberto

Melissa Di Roberto
CAVA Member

Melissa Di Roberto
MDR Virtual Assistant Solutions
New Hamburg, Ontario


About Us:

With a strong financial background and an MFDA license, I streamline administrative tasks to provide virtual operational support. Whether it's managing daily operations or handling personal matters, I optimize time management for clients, ensuring smooth and efficient workflows.


  • Online Presence

    • Create and manage business website
    • Advisor stream newsletter
    • Newsletter creation using mail merge
    • Social media post creation and scheduling

  • Compliance & Documentation

    • KYC update: MFDA compliance
    • Meeting minutes: attending and documenting meetings
    • Form completion and preparation
    • DocuSign Form creation with MS Forms, Excel, MS Word
    • Authorization transfers and administrative forms
    • Insurance forms completion

  • Event Organization - seminars / webinars

    • Venue selection
    • Catering
    • Advertising
    • Program and Agenda Development
    • Seminar organization: brochure creation, handouts

  • Light Bookkeeping

    • Invoicing and payment follow-up
    • QuickBooks data entry
    • Collect & Deposit
    • Other duties, as needed

  • Client Communication & Support

    • Appointment management and scheduling
    • Scheduling app set up and management
    • Voicemail and email management
    • Presentation creation

  • Operations Management

    • Operational efficiency enhancement through automation
    • Research and data entry
    • Office supplies ordering
    • Hiring support: candidate shortlisting, pre-screening
    • meeting preparation and organization

  • Ad hoc Personal Tasks

    • Day-to-day banking tasks
    • Webinars and training videos transcription and summarization
    • Travel coordination

Business Website Address
Business Tags
Closest large city

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