Asset Management Contract Specialist

2 days ago


Manila, National Capital Region, Philippines OnlyExperts Full time

Company Overview

We are OnlyExperts, a cloud-based software solution provider specializing in asset management, operations management, investor management, data analytics, and automation. Our product offers real-time dashboards for businesses that own, manage, and lease commercial real estate, seamlessly integrating with QuickBooks.

Job Summary

The Paralegal or Contracts Specialist will play a critical role in supporting client onboarding, reviewing contracts (80% of daily work), and providing QuickBooks consulting. This individual will assist in ensuring smooth onboarding processes for clients, maintain high-quality contract management, and consult on QuickBooks integration issues.

Main Responsibilities

  • Client Onboarding
    • Assist with onboarding new clients, ensuring proper data entry of legal documents such as leases and loans.
    • Lead or participate in virtual meetings with team members and clients via Zoom to support onboarding.
    • Perform software-related tasks during the onboarding process, including configuring integrations and ensuring data accuracy.
  • Contract Review
    • Conduct thorough reviews of client contracts, identifying discrepancies, ensuring compliance, and mitigating risk.
    • Draft and revise contracts to meet the company's standards and the clients' needs.
    • Work closely with the legal and sales teams to ensure contracts align with business objectives.
  • QuickBooks Consulting
    • Assist clients in setting up, managing, and troubleshooting QuickBooks-related issues.
    • Provide guidance on how to effectively use QuickBooks in conjunction with our software.
    • Address customer queries and assist in resolving technical issues involving QuickBooks integration.

Key Skills and Qualifications

  • Experience with QuickBooks Desktop or QuickBooks Online is essential.
  • Excellent written and verbal communication skills in English.
  • Strong customer service skills, with the ability to troubleshoot client issues.
  • Proficiency in technology and the ability to resolve tech-related challenges independently.
  • Detail-oriented with the ability to manage complex records and processes.
  • Ability to prioritize tasks, handle multiple projects simultaneously, and meet deadlines.
  • Strong follow-through and organizational skills.
  • Must be able to identify areas for process improvement and work closely with the team to implement solutions.
  • Ability to work remotely effectively and maintain communication with internal and external stakeholders.

Preferred Skills and Experience

  • Real estate industry experience—understanding of owning or managing real estate, or experience in banking or brokerage.
  • Accounting degree or background.
  • QuickBooks ProAdvisor Certification.
  • Experience with tools like Zoom, Slack, Google Suite, Smartsheet, and HubSpot.

Remote Work Requirements

  • A clean, professional background conducive to video meetings.
  • Stable, consistent remote work location with reliable high-speed internet.
  • Computer equipment necessary to perform the work effectively.
  • Must be based in Latin America or Philippines.


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