Virtual Assistant - Non Voice

 Posted 2 hours ago
     
2-5 years experience
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AI Summary

Manage calendars, appointments, and administrative workflows across multiple service lines including financial and educational consulting. Serve as the primary point of contact for client inquiries and maintain CRM databases and internal documentation.

Looking to take your career to the next level? Then this role is for you!

Join Outsourcey and be part of our mission to revolutionize global talent expansion! We connect businesses with dedicated full-time teams in the Philippines, offering cost-efficient solutions without compromising quality. Join us and help elevate businesses with complete control and comprehensive support, let's shape the future of work together!

Profile Requirements:

  • Virtual Assistant & Administrative Experience
  • 2–5+ years of Virtual Assistant, Administrative Assistant, Customer Support, Executive Assistant, or similar professional experience.
  • Experience supporting consulting, professional services, education, financial services, coaching, or multi-service businesses preferred.
  • Experience performing basic administrative tasks, including calendar management, email management, data entry, document preparation, and client support.
  • Communication Skills
  • 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.
  • Organization & Time Management
  • 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.
  • Attention to Detail
  • Highly detail-oriented with exceptional accuracy and strong follow-through.
  • Customer Service & Professionalism
  • 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.
  • Problem-Solving & Initiative
  • Proactive, resourceful, and self-motivated.
  • Strong critical thinking and problem-solving skills.
  • Ability to work independently, anticipate needs, and take initiative with minimal supervision.
  • Technical Proficiency
  • 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.
  • Technical Requirements
  • Productivity & Office Software
  • Proficiency with Google Workspace (Docs, Sheets, Calendar, Drive).
  • Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
  • CRM & Administrative Systems
  • Experience working with CRM systems, scheduling software, and client management platforms.
  • Ability to maintain accurate records and manage administrative workflows.
  • Project Management Tools
  • Familiarity with project management tools such as Asana, ClickUp, Trello, Monday.com, or similar platforms.
  • Ability to track tasks, deadlines, and project progress effectively.
  • Virtual Collaboration & Data Management
  • Experience using Zoom and other virtual meeting platforms.
  • Strong data entry, spreadsheet management, internet research, file management, and cloud-based system skills.
  • Equipment & Connectivity Requirements
  • 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.
  • Preferred Qualifications
  • Industry Experience
  • Experience supporting financial services, education, consulting, coaching, professional services, or multi-service businesses.
  • Document & Workflow Management
  • Familiarity with document management systems, workflow automation tools, and business process improvement.
  • Confidentiality & Professionalism
  • Experience handling confidential and sensitive information with professionalism and discretion.
  • Remote Client Support
  • Experience working in client-facing remote roles and providing high-level virtual support.
  • Marketing & Social Media Support
  • Social media management, content scheduling, content creation assistance, or light marketing support experience is a plus.
  • Important Note
  • Shortlisted candidates will be required to submit a voice recording together with their resume.
  • The voice recording will be used to assess English communication skills, professionalism, confidence on phone calls, and overall communication ability.
  • Candidates must be comfortable speaking with clients, stakeholders, and business contacts over the phone when required.

Core responsibilities:

  • Manage calendars, appointments, and scheduling across multiple service lines
  • Coordinate meetings, consultations, and follow-up communications
  • Organize digital files, documentation, and internal workflows
  • Prepare reports, spreadsheets, presentations, and client materials
  • Handle inbox management, email correspondence, and administrative requests
  • Client Communication & Support
  • Serve as an initial point of contact for client inquiries
  • Coordinate onboarding processes and client documentation
  • Follow up with prospective and existing clients regarding appointments and services
  • Maintain professional communication across email, phone, and messaging platforms
  • Operational Support
  • Assist with workflow management and project coordination
  • Maintain CRM systems and client databases
  • Support data entry, document preparation, and record maintenance
  • Help create and improve administrative processes and systems
  • Industry-Specific Support
  • Financial Wellness Support
  • Assist with client scheduling and document organization
  • Coordinate educational resources and client communications
  • Maintain confidentiality of sensitive client information
  • Literary Consulting Support
  • Coordinate manuscript submissions, deadlines, and communication workflows
  • Organize project timelines and editorial scheduling
  • Support client correspondence and documentation
  • College Prep Consulting Support
  • Assist with student scheduling and appointment coordination
  • Organize deadlines, application tracking, and supporting documents
  • Coordinate communication with students and families

Benefits: Competitive salary Opportunity to shape the HR function of a rapidly growing BPO. Work closely with a team of industry leaders who have successfully scaled BPOs in the past. Career growth and development opportunities.

Please attach your CV and we will be in touch for a confidential chat. Let's do great things together!

This is a remote position.

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