Virtual Assistant
RemotePhilippines
Job Summary
Manage calendars, appointments, and scheduling across multiple service lines including financial wellness, literary consulting, and college prep. Coordinate meetings, consultations, and follow-up communications while organizing digital files, documentation, and internal workflows. Prepare reports, spreadsheets, presentations, and client materials; handle inbox management, email correspondence, and administrative requests. Serve as an initial point of contact for client inquiries, coordinate onboarding processes, and maintain CRM systems and client databases. Support data entry, document preparation, and record maintenance while assisting with workflow management and project coordination. Maintain confidentiality of sensitive client information and ensure accuracy in a fast-paced remote environment. Submit a voice recording to assess communication skills alongside your resume.
Required Qualifications
- 2–5+ years of Virtual Assistant, Administrative Assistant, Customer Support, Executive Assistant, or similar professional experience
- Excellent written and verbal English communication skills
- Strong interpersonal and relationship-building skills
- Professional and confident phone presence with the ability to communicate effectively with clients, stakeholders, and team members
- Comfortable handling inbound and outbound phone calls and not afraid to engage in conversations over the phone
- Strong organizational and time management skills with the ability to prioritize tasks effectively
- Proven ability to manage multiple projects, deadlines, and competing priorities simultaneously
- Ability to maintain accuracy and efficiency in a fast-paced environment
- Highly detail-oriented with exceptional accuracy and strong follow-through
- Strong customer service mindset with the ability to build positive relationships with clients and stakeholders
- Demonstrates professionalism, reliability, accountability, and discretion when handling business matters
- Ability to maintain confidentiality when working with sensitive information
- Proactive, resourceful, and self-motivated
- Strong critical thinking and problem-solving skills
- Ability to work independently, anticipate needs, and take initiative with minimal supervision
- Tech-savvy with the ability to quickly learn and adapt to new software, tools, and systems
- Comfortable troubleshooting basic technical issues and navigating multiple platforms simultaneously
- Proficiency with Google Workspace (Docs, Sheets, Calendar, Drive)
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Experience working with CRM systems, scheduling software, and client management platforms
- Ability to maintain accurate records and manage administrative workflows
- Familiarity with project management tools such as Asana, ClickUp, Trello, Monday.com, or similar platforms
- Ability to track tasks, deadlines, and project progress effectively
- Experience using Zoom and other virtual meeting platforms
- Strong data entry, spreadsheet management, internet research, file management, and cloud-based system skills
- Reliable high-speed internet connection
- Dedicated home office or quiet workspace suitable for professional client communication
- Computer or laptop capable of supporting multiple applications, virtual meetings, and cloud-based systems
- Candidates must be comfortable speaking with clients, stakeholders, and business contacts over the phone when required
Desired Qualifications
- Experience supporting consulting, professional services, education, financial services, coaching, or multi-service businesses preferred
- Experience supporting financial services, education, consulting, coaching, professional services, or multi-service businesses
- Familiarity with document management systems, workflow automation tools, and business process improvement
- Experience handling confidential and sensitive information with professionalism and discretion
- Experience working in client-facing remote roles and providing high-level virtual support
- Social media management, content scheduling, content creation assistance, or light marketing support experience is a plus
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