Operations & Client Admin Virtual Assistant

This is a remote position.

Position Title: Operations & Client Admin Virtual Assistant
Work Set-up: Work Onsite/Office-based
Schedule: Morning
Salary: Php 40,000 – Php 50,000

Our client provides aged care financial advice and related support (inheritance/readiness, future "care concierge" service). We are now looking to hire a full-time Operations & Client Administration Virtual Assistant to provide end-to-end administrative and operational support. This role will be responsible for managing day-to-day administration, maintaining CRM accuracy, handling documentation and reporting, triaging the central inbox, and ensuring smooth workflow coordination enabling the client to focus on delivering quality advice, client engagement, and business growth.

JOB DESCRIPTION FOR AN OPERATIONS & CLIENT ADMIN VIRTUAL ASSISTANT

Your Responsibilities an Operations & Client Admin Virtual Assistant would be:

Task & Workflow Management

• Start the day in Zoho: review due/overdue tasks; plan daily priorities.

• Create/assign/follow up tasks across multi-step workflows (e.g., proposals, implementations, follow-ups, renewals).

• Maintain weekly task review cadence; surface blockers early.
Email & Inbox Triage

• Own the central client email (to be set up): read, categorise, and convert emails into Zoho file notes + tasks.

• Action what can be actioned; allocate the rest; confirm completion back to the client when appropriate
CRM Hygiene & Data Entry (Zoho)

• Create/maintain clients, referrals and deals; attach documents; keep file notes complete, dated and searchable.

• Enforce naming conventions and data standards; keep "next task" always set.
Documentation & Compliance

• Record complete file notes (who/what/when/attachments).

• Maintain checklists/SOPs; help build process docs from screen recordings/voice notes (Scribe or similar).
Reporting & Visibility

• Prepare routine reports (client progress, outstanding items, monthly service deliverables, follow ups).

• Keep simple dashboards/lists in Zoho that show work in progress for weekly review.
Follow-ups & Chasing

• Proactively chase missing information/documents from clients/providers (email templates).

• Set future-dated reminders for long-tail follow-ups (e.g., 1–6 months).
Proposals & Implementation Support

• Use Ignition templates to prepare/send proposals; monitor acceptance; kick off implementation tasks.

• Assemble and lodge forms to product providers (per SOPs); track to completion.
File Management

• File to SharePoint ("Data") and Zoho Drive; keep duplication minimal and locations consistent.
Light Marketing Support (as capacity allows)

• Schedule simple Canva-based posts; support a basic content cadence for LinkedIn/Facebook/Instagram.
Continuous Improvement

• Suggest Zoho optimisations, templates, automations; help implement central email and phone/SMS routing improvements.

Qualifications as an Operations & Client Admin Virtual Assistant:

• 2–4+ years in operations/admin, preferably in financial services or similarly regulated environment.

• Demonstrated Zoho experience (or strong CRM experience plus the ability to translate quickly).

• Experience working remotely with measurable outputs and daily structure.

• Excellent written English (clear, respectful, complete file notes; emails suited to older clients' preferences).

• Exposure to Australian compliance expectations (privacy, documentation) is highly regarded.

• Technical Skills & Tools
o Zoho CRM (tasks, notes, attachments, basic customisation, views/dashboards).
o Microsoft 365 & SharePoint (file management, naming, versioning).
o Teams, Email, WhatsApp (internal comms).
o Ignition (proposal templates & sending).
o Canva (nice-to-have for simple social assets).
o Process tools: screen capture / Scribe / SOP writing.
o Time/desktop activity reporting
o Nice-to-have: basic understanding of financial services admin in Australia; comfort with PII handling and compliance workflows.

• Systems & Environment
o CRM: Zoho (tasks, notes, attachments, views/dashboards).
o Email/Comms: Teams, central inbox, WhatsApp for daily check-ins.
o Docs & Files: SharePoint ("Data"), Zoho attachments.
o Proposals: Ignition (templates).
o Design: Canva (basic).
o Automation: Light Zoho optimisations; potential AI-assisted task extraction from meeting notes.

• Nice-to-haves

• Prior exposure to aged care or Australian financial advice admin.

• Experience with Zoho advanced modules or creating custom views/automations.

• Comfortable suggesting incremental process improvements.

Your love for Boomering will jump-start with these meaningful engagement activities and perks. Using the concepts and tools of EOS (Entrepreneurial Operating System), Boomering provides a fun, rewarding, and stimulating environment where work-life balance meets a commitment to foster growth.
∙ Genuinely caring Leadership Team
∙ Competitive salary package
∙ Company-provided full set-up for desktop/laptop with a back-up internet
∙ HMO on the first day of hire
∙ 15 Vacation Leaves and 5 Sick Leaves
∙ Annual Performance Reviews
∙ Unlimited Employee Referral Incentives
∙ Employee Loan Facilities
∙ Social Clubs and Interest Workshops
∙ Company events where you get a chance to win amazing prizes and be rewarded for your outstanding performance.
∙ Statutory Benefits: Maternity, Paternity, and Solo Parent Leaves, Magna Carta for Women, Retirement Benefits, OT, and Premium Pays
About Boomering:

Boomering is an ISO-certified, leading BPO company in Clark Freeport Zone, Pampanga.
Our mission to Enrich Client and Staff Lives through Simple and Smart Offshoring Solutions and our S.T.E.P. Core Values (Service, Transparency, Excellence and Partnership) are the framers of our continuing success.
Providing equal opportunities and a collaborative culture of excellence, Boomering is not just your average BPO. We are here to make a difference.
Future-proof your career and pursue your passion with Boomering We want career thrill-seekers who are committed to growth as much as we are.
Website: www.
Career Portal:
Facebook and LinkedIn: Boomering Inc.; Boomering Careers

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