ClickUp Virtual Assistant

VA Masters; Davao City; In loco; PHP 240.000 - 420.000; Tempo pieno

Descrizione del lavoro

vamasters, Inc. is seeking an Operations and Admin Assistant to systematize and automate day-to-day operations. You will manage documents, emails, and bookkeeping support while building templates, SOPs, and workflows that free up time.

You should be a ClickUp power user with a sharp eye for process improvement and a strong respect for confidentiality. The role requires excellent organizational skills and the ability to work autonomously in Davao City.

Competenze

• Advanced ClickUp knowledge including task structures, templates, and workflows.
• Proficiency in Microsoft Office Suite, Outlook, and OneDrive.
• Experience in document management and file organization.
• Experience writing SOPs and process documentation.
• Experience with email management and basic bookkeeping support.
• Strict discipline with confidential information; no uploading to external tools without approval.
• Conscientious, accurate, and capable of managing own workload.

Mansioni

• Organize, rename, convert, and file confidential client documents in a structured folder system.
• Set up and maintain folder structures for each new client case or assignment.
• Sort and file receipts and expense records, then send to the accountant.
• Run the inbox toward inbox-zero and maintain it.
• Turn existing documents into reusable templates.
• Create SOPs for repetitive tasks.

Conoscenze

ClickUp

Office Suite

Document Management

SOP Writing

Email Management

Confidentiality

Time Management

Communication

Strumenti

n8n

Zapier

Make

Descrizione del lavoro

Job Summary:

We're shoring up our operations with a proactive Operations and Admin Assistant to help us systematize, organize, and automate our day-to-day operations. You will manage documents, email, and bookkeeping support while building the templates, SOPs, and workflows that free up our time. Expect to succeed here if you are a ClickUp power user with a sharp eye for process improvement and a strong respect for confidentiality.

Key Responsibilities:

• Organize, rename, convert, and file confidential client documents in a structured folder system
• Set up and maintain a folder structure for each 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 an inbox-zero system and keeping it that way
• Turn existing documents into reusable templates
• Spot repetitive tasks and write clear SOPs for them
• Grow our use of ClickUp by building and improving boards, tasks, and workflows
• Find opportunities for automation 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

Mandatory Skills:

• 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
• Conscientious, accurate, and able to manage your own workload
• Strong communication skills

Preferred Skills:

• Hands-on experience with automation tools such as n8n, Zapier, or Make
• Experience in a consulting, advisory, or professional services environment
• Customer or member support experience, including email-based support
• Experience building FAQs or knowledge bases
• Adept at keeping several projects on track together
• Strategic mindset, with the ability to recommend process improvements without being asked

Why Join Us:

Here you can build the operational backbone of a growing business and see the impact of your work directly. You will work closely with a supportive, hands‑on founder who values initiative and trusts you to work autonomously. There is real room to grow as your responsibilities expand over time.