Operational Assistant

2 weeks ago

Imus, Calabarzon, Philippines beBeeAdministrative Full time $45,000 - $75,000

Unlock your full potential with a rewarding career as an Executive Assistant. This role offers a mix of administrative and client-facing responsibilities, providing opportunities to grow and develop your skills.

We're seeking an organized and adaptable individual to support our bookkeeping and administrative operations. The ideal candidate will thrive navigating diverse tasks, from social media management to client communication and project coordination.

Key Responsibilities:

  • Administrative Support:
    • Enter client information into our CRM system.
    • 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 (e.g., Asana), including importing templates and organizing tasks.
  • Client Communication:
    • Answer inbound calls via our online CRM system and respond to text messages integrated with our 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 (e.g., Asana) 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 (9 AM – 5 PM CST)

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