Enhance Operational Efficiency

2 days ago

Iloilo City, Western Visayas, Philippines beBeeVirtual Full time ₱896,000 - ₱1,216,000
Job Description">

We are seeking a diligent Virtual Assistant to enhance the operational efficiency of our specialist valuation practice. The ideal candidate will support project delivery, client management, and administrative workflows.

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  • 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.

The successful candidate will possess strong technical aptitude, excellent written English skills, and exceptional organizational abilities.

Required Skills and Qualifications

An experienced Virtual Assistant is required to possess:

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  • 3-5 years supporting consultants, analysts, or project teams in a professional services or finance-adjacent environment.
  • Technical Aptitude: Highly proficient in MS Office (Excel, Word, PowerPoint), 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.

In addition, the ideal candidate will be remotely-ready, possessing a dependable internet connection, structured workspace, proactive work habits, and the ability to work autonomously.

Benefits

This role offers excellent communication and organizational skills, along with the ability to prioritize tasks and manage time effectively.

Others

As a Virtual Assistant, you will have the opportunity to work on exciting projects, develop new skills, and contribute to the growth and success of our organization.

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