Virtual Team Specialist

2 days ago

Lipa City, Calabarzon, Philippines beBeeTeamMember Full time ₱5,500,000 - ₱6,700,000
Remote Team Member

About the Role:

We seek a highly skilled and detail-oriented team member to support project delivery, client management, and administrative workflows.

  • Client Liaison & Scheduling: Coordinate calendars, set up remote meetings, 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 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.
Requirements:
  • Experience: 3-5 years supporting consultants, analysts, or project teams in a professional services or finance 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.

Skills and Qualifications Required:

The ideal candidate should have excellent communication skills, be highly organized, and possess strong attention to detail.

They should also be able to work effectively in a fast-paced environment, prioritize tasks, and manage multiple projects simultaneously.

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