Specialist Valuation Assistant

2 days ago

Angeles City, Central Luzon, Philippines beBeeValuation Full time ₱288,000 - ₱408,000

We are seeking a highly organized and detail-oriented Virtual Assistant to enhance the operational efficiency of a specialist valuation practice. The ideal candidate will possess exceptional multitasking skills, strong written English capabilities, and high accuracy in data entries and document formatting.

About the Role
  • This is a remote position that requires dependable internet connection, structured workspace, proactive work habits, and the ability to work autonomously.

The Virtual Assistant will support project delivery, client management, and administrative workflows, ensuring the firm's technical and creative outputs are well-coordinated and professionally presented.

Key Responsibilities
  • Client Liaison & Scheduling: Coordinate calendars, set up remote meetings with clients or team members, manage reminders, and facilitate follow-ups.
  • 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.
  • Email & Communication Management: Monitor and triage inquiries from prospective and current clients, draft standard responses, flag urgent items, and escalate as needed.
  • Data Gathering & Research Support: Assist in gathering supporting materials needed for valuations: company financials, market benchmarks, comparable company data, industry reports.
  • Administrative & Travel Support: Manage travel bookings (if needed), invoicing, expense logs, data entry, CRM updates, and document filing.

Requirements:

Technical Skills
  • Highly proficient in MS Office (Excel, Word, PowerPoint)
  • Comfortable with CRM tools and virtual meeting platforms
  • Familiarity with basic spreadsheet inputs
Soft Skills
  • Strong written English capabilities
  • Exceptional organizational skills
  • Attention to detail
  • Ability to multitask and work independently
Benefits
  • 13th month pay
  • HMO
  • Leave benefits

Please note that this role does not involve any salary or compensation information.

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