Operations Enhancement Specialist

1 day ago


Marikina City, National Capital Region, Philippines beBeeMultitasking Full time ₱5,000 - ₱7,000
About the Role

Our organization is seeking a Virtual Assistant with exceptional multitasking skills to enhance operational efficiency in a specialist valuation practice.

  • Client Liaison & Scheduling: Coordinate calendars, set up remote meetings with clients or team members, manage reminders, and facilitate follow-ups.
  • Documentation & Reporting: Prepare standardized templates for valuation reports, draft initial sections, format documents, and compile financial modeling data.
  • Email & Communication Management: Monitor inquiries from prospective and current clients, draft responses, flag urgent items, and escalate as needed.
  • Data Gathering & Research Support: Assist in gathering supporting materials for valuations, including company financials, market benchmarks, comparable company data, industry reports.
  • Administrative & Travel Support: Manage travel bookings, invoicing, expense logs, data entry, CRM updates, and document filing.
Key Qualifications
  • 3-5 years of experience supporting consultants, analysts, or project teams in a professional services environment.
  • Highly proficient in MS Office, comfortable with CRM tools, virtual meeting platforms, and basic spreadsheet inputs.
  • Strong written English capable of drafting clear, professional correspondence and basic report content.
  • Exceptional at setting reminders, managing deadlines, and following up without oversight.
  • High accuracy in data entries and document formatting.


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