Admin Virtual Assistant

5 days ago

Quezon City, National Capital Region, Philippines VA Desk Full time

Job Title: Virtual Assistant (Accounting, CRM & Member Support)

Salary: 50,000 PHP/month

Work Schedule: Full-time, PST Time Zone

Setup: Remote

Job Overview

We are looking for a detail-oriented and proactive Virtual Assistant to provide accounting support, CRM administration, and member management assistance. The ideal candidate is highly organized, tech-savvy, and experienced in bookkeeping tools, CRM systems, and administrative support.

This role supports daily operations such as invoice processing, account reconciliation, CRM data maintenance, member onboarding, and various administrative tasks. The VA will also play a key role in reporting, data accuracy checks, and supporting potential system migrations.

Key Responsibilities
1. Accounting Support

  • Prepare and process invoices; track and follow up on payment statuses.

  • Record and categorize expenses using accounting software (QuickBooks, Xero, or client-specific systems).

  • Reconcile accounts on a weekly basis to ensure financial accuracy.

  • Generate financial reports (income, expenses, accounts receivable/payable) as needed.

  • Support payroll preparation or coordinate with the finance team when required.

2. Member Management Support

  • Maintain and update member records in Salesforce or other CRM tools.

  • Onboard new members by creating profiles, sending welcome emails, and providing any required documentation.

  • Track member status updates and membership changes.

  • Respond to routine member inquiries and escalate more complex issues to the appropriate team.

3. CRM Administration

  • Accurately enter and update contact and account details in Salesforce.

  • Create and maintain standard reports and dashboards to support member management and accounting activities.

  • Conduct CRM data audits to ensure accuracy and consistency.

  • Assist in creating workflows, email templates, and automated reminders.

  • Participate actively in potential migrations to Microsoft Business Central, including data migration, testing, and validation.

4. Additional Administrative Support

  • Perform back-end accounting and bookkeeping tasks as directed.

  • Assist with general administrative duties to support day-to-day operations.

  • Adapt to evolving scope of work based on business needs and growth objectives.

Qualifications

  • 3–4 years of experience as a Virtual Assistant, Accounting Assistant, or similar role.

  • Strong background in bookkeeping or accounting tasks.

  • Experience using QuickBooks, Xero, Salesforce, or similar tools.

  • Excellent English communication skills (written and verbal).

  • High attention to detail and accuracy.

  • Ability to work independently and meet deadlines in a PST schedule.

  • Tech-savvy, organized, and able to manage multiple tasks at once.

Preferred Skills

  • Experience in CRM maintenance or migration projects.

  • Familiarity with Microsoft Business Central.

  • Ability to create reports or dashboards in CRM systems.

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