Specialist Operations Assistant

1 week ago

Pasig, National Capital Region, Philippines beBeeVirtual Full time ₱800,000 - ₱1,100,000
Job Overview

We are seeking a highly skilled and detail-oriented Virtual Assistant to enhance the operational efficiency of our specialist valuation practice. As a Virtual Assistant, you will play a critical role in supporting project delivery, client management, and administrative workflows.


Key Responsibilities:
  1. Client Liaison & Scheduling: Coordinate calendars, set up remote meetings with clients or team members, manage reminders, and facilitate follow-ups.
  2. Documentation & Reporting: Prepare and maintain standardized templates for valuation reports (e.g. business, equity, intangible assets), draft initial sections, format documents, and compile financial modeling data.
  3. Email & Communication Management: Monitor and triage inquiries from prospective and current clients, draft standard responses, flag urgent items, and escalate as needed.
  4. Data Gathering & Research Support: Assist in gathering supporting materials needed for valuations: company financials, market benchmarks, comparable company data, industry reports.
  5. Administrative & Travel Support: Manage travel bookings (if needed), invoicing, expense logs, data entry, CRM updates, and document filing.

Requirements
  • Experience: 3-5 years supporting consultants, analysts, or project teams in a professional services or finance-adjacent environment.
  • Technical Aptitude: Highly proficient in MS Office (Excel, Word, PowerPoint), comfortable with CRM tools, virtual meeting platforms, and handling basic spreadsheet inputs.
  • Communication: Strong written English capable of drafting clear, professional correspondence and basic report content.
  • Organizational Skills: Exceptional at multitasking, setting reminders, managing deadlines, and following up without oversight.
  • Attention to Detail: High accuracy in data entries and document formatting; ability to critically check for consistency in reports.

Benefits
  • 13th Month Pay
  • HMO
  • Leave Benefits

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