Offer summary

Qualifications:

Strong command of written and spoken English, Highly organized, detail-oriented, and efficient, Experience working remotely and handling sensitive data with discretion, Familiarity with Google Workspace, Excel/Google Sheets, and project management tools..

Key responsabilities:

Monitor multiple team email inboxes and ensure prompt responses to incoming messages

Send client-facing emails and maintain clear communication throughout the engagement process

Prepare and update engagement letters and maintain organized client records

Assist in research, data entry, and support special projects as assigned.

Job description

Salary: P300 - P400

Schedule: 9:00 PM - 6:00 AM PHT (4 hours a day; anytime between client hours)

What are we looking for?

Skills Required:

Strong command of written and spoken English
Highly organized, detail-oriented, and efficient
Proactive and takes initiative without needing constant direction
Dependable and responsive during agreed-upon working hours (U.S. time zone overlap required)
Comfortable using Google Workspace, Excel/Google Sheets, and project management tools
Experience working remotely and handling sensitive data with discretion
Must be comfortable on camera as we have constant team meetings

Nice to have:

Experience with accounting firms or financial services
Familiarity with any of the following tools: KarbonHQ, ShareFile, QuickBooks, Knuula, CCH
Prior experience in client support or executive assistance
Ai familiarity
Candidates with Executive Assistant background are encouraged to apply

What will you do?

Monitor multiple team email inboxes to ensure all incoming messages are read, tracked, and responded to promptly
Flag urgent emails, organize follow-ups, and draft replies for team review when necessary
Send client-facing emails and ensure clear, timely communication throughout the engagement process
Track and follow up on open client items or pending tasks via email
Prepare and update engagement letters using Knuula
Maintain and organize master client lists, contact information, statuses, and folders across platforms
Set up and manage folders in Google Drive, ShareFile, and other storage platforms
Create, organize, and update client records in platforms such as KarbonHQ, QuickBooks, and CCH
Assist in collecting, uploading, and organizing client documents during onboarding and throughout engagements
Keep team workflows and tasks updated in KarbonHQ
Assign or follow up on tasks as directed by leadership to ensure nothing falls through the cracks
Maintain naming conventions and documentation standards across all platforms
Help document standard operating procedures (SOPs) as tasks are completed
Assist in research, data entry, or spreadsheet maintenance
Support special projects as assigned
General interest or familiarity with AI tools like ChatGPT, Zapier, or simple automation platforms is a plus, but not required

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our Client is a professional services firm offering accounting, tax and advisory.

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Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

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