Operational Efficiency Specialist

3 days ago

Cebu City, Central Visayas, Philippines beBeeVirtual Full time ₱600,000 - ₱800,000
Job Title

About our company

We are a team that works with top enterprises and digital native businesses to build remote teams in various locations. We pride ourselves on hiring great teams to work on exciting technology projects. With over 200 engineers, testers, product managers, and more working across 20+ partners, we focus on delivering the best outcomes for our customers, partners, and people.

We strive to uplift the way organisations build and manage their remote teams through great relationships, trust, integrity, culture, and hiring processes. Our goal is to provide exceptional support for our clients' needs.

The ideal candidate will have experience supporting consultants, analysts, or project teams in a professional services or finance environment. They should be highly proficient in MS Office, comfortable with CRM tools, virtual meeting platforms, and handling basic spreadsheet inputs. The Virtual Assistant will play a key role in enhancing operational efficiency, supporting project delivery, client management, and administrative workflows.

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, 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.

Required Skills and Qualifications:

  • Experience: 3-5 years supporting consultants, analysts, or project teams in a professional services or finance environment.
  • Technical Aptitude: Highly proficient in MS Office, 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.

Remote-readiness:

Dependable internet connection, structured workspace, proactive work habits, and the ability to work autonomously.

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