Professional Administrative Assistant

3 days ago

Taguig, National Capital Region, Philippines beBeeExecutive Full time $50,000 - $65,000

Role Overview

We are seeking a highly organized and adaptable professional to support our administrative operations.

This role offers a blend of administrative and client-facing responsibilities, with opportunities to grow as our business expands.

Responsibilities:

Administrative Support:

- Input client information into CRM systems.

- Manage email communication, including drafting and sending follow-ups and scheduling discovery calls.

- Assist in drafting scopes of work and other client documentation.

- Implement and manage task and project management software, including importing templates and organizing tasks.

Client Communication:

- Answer inbound calls via online CRM systems and respond to text messages integrated with CRM.

- Navigate client inquiries related to tax preparation services and facilitate next steps.

- Transfer bookkeeping or tax planning leads to appropriate team members for further nurturing and follow-up.

- Provide exceptional customer service, ensuring all client interactions are professional and courteous.

Social Media Management:

- Use pre-designed templates to post content on social media platforms daily.

- Respond to messages and comments on social media, ensuring timely and accurate engagement.

Project Implementation:

- Complete online training courses for project management software and implement processes based on the training.

- Organize internal operations and create streamlined workflows for recurring tasks.

Requirements:

- Fluent in English.

- 5+ years proven experience in administrative roles, preferably in a virtual or remote capacity.

- 1+ years experience in bookkeeping or accounting, or a strong interest in learning. Bonus if you have a degree in Accounting.

- Familiarity with tools such as Asana, Keeper, and TaxDome (preferred but not required; training will be provided).

- Strong organizational and multitasking skills with a high level of attention to detail.

- Excellent communication and interpersonal skills.

- Ability to manage and prioritize multiple tasks effectively.

- Self-starter who can work independently with minimal supervision.

- Knowledge of Microsoft Outlook and CRM systems.

- Availability to work U.S. business hours.

  • Key qualifications include excellent communication skills, proficiency in Microsoft Office and CRM software, and the ability to manage competing priorities.

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