ClickUp Automation & Ops VA: SOPs, Templates & Admin

Tavor Perry; Cauayan; In loco; PHP 279.000 - 446.000; Tempo pieno

Descrizione del lavoro

Tavor Perry is seeking an Operations and Admin Assistant to organize, document, and automate day-to-day workflows. You will manage documents, emails, and bookkeeping support while building templates, SOPs, and workflows to free up time.

A ClickUp power user with a strong focus on confidentiality is what we have in mind. This role emphasizes process improvement, end-to-end ownership, and proactive communications with the founder.

Competenze

• Advanced working knowledge of ClickUp, including task structures, templates, and workflow setup
• Strong proficiency in Microsoft Office Suite, Outlook, and OneDrive
• Proven experience in document management and file organization
• Experience writing SOPs and process documentation
• Experience with email management and basic bookkeeping support, such as receipt organization
• Strict discipline with confidential information, including never uploading documents to online tools or third-party platforms without approval
• Attentive, dependable, and comfortable owning your work end to end
• Strong communication skills

Mansioni

• Organize, rename, convert, and file confidential client documents in a structured folder system
• Create and maintain folder structures for every new client case or assignment
• Sort and file receipts and expense records, then send them to the accountant for company accounting
• Run the inbox, working toward and holding an inbox-zero system
• Convert existing documents into reusable templates
• Spot repetitive tasks and write clear SOPs for them
• Extend our use of ClickUp by building and refining boards, tasks, and workflows
• Look for automation opportunities and build or recommend automated workflows
• Answer member inquiries for our online platform, such as invoice and account questions
• Write FAQs and SOPs for handling platform support

Conoscenze

ClickUp

Microsoft Office

Document management

SOPs writing

Email management

Confidentiality

End-to-end ownership

Communication

Strumenti

ClickUp

Outlook

OneDrive

Descrizione del lavoro

Tavor Perry is seeking an Operations and Admin Assistant to organize, document, and automate day-to-day workflows. You will manage documents, emails, and bookkeeping support while building templates, SOPs, and workflows to free up time.

A ClickUp power user with a strong focus on confidentiality is what we have in mind. This role emphasizes process improvement, end-to-end ownership, and proactive communications with the founder.