Executive Financial & Operations Assistant (QuickBooks & Call Management)

Globaltize; Philippines; Remote; PHP 852,000 - 1,279,000; Full time

Job summary

Globaltize is seeking a remote Executive Financial & Operations Assistant in the Philippines. The role focuses on financial data entry, client-facing operations, and executive support within a retail and logistics context.

You will manage QuickBooks entries, payroll tasks, calendar coordination, travel bookings, and communications. The ideal candidate demonstrates high accuracy in financial records, flawless English communication, and proficiency in Microsoft Office, Google Calendar, and

Qualifications

• Proven ability to manage administrative operations with high accuracy in data entry and recordkeeping.
• Fluent written and spoken English suitable for client interactions and internal collaboration.
• Strong skills in Microsoft Office, Google Calendar, and digital document management.
• Tech-savvy with ability to quickly learn company-specific tools and software.

Responsibilities

• Review daily income and enter financial transactions, invoices, and expenses in QuickBooks.
• Assist executive leadership with payroll processing, documentation organization, and year-end closing.
• Coordinate operational administration including calendar management, meeting minutes, travel bookings, and internal communications.
• Provide logistics admin support focusing on supply ordering and operational coordination.
• Handle inbound calls and process reservations using cloud-based telephony.
• Schedule social media content across platforms using standard publishing tools.

Skills

Administrative operations

Executive support

English proficiency

Data entry accuracy

Attention to detail

Tools

QuickBooks

Microsoft Office

Google Calendar

CRM/Cloud telephony

Job description

• Executive Financial & Operations Assistant (QuickBooks & Call Management)
• Work Schedule or Hours: Full-Time (40 hrs/week, 9:00 AM – 5:00 PM EST)
• Location: Remote (Philippines)
• Tags: Mid-Senior Level / Operations & Finance / QuickBooks, Operations Management, Virtual Assistance, Client Relations / Retail & Logistics

Are you a highly skilled remote executive assistant with background in financial data entry and client-facing operations who excels at bringing order to daily workflows?

Our client is a mission-driven commercial entity operating integrated retail and logistics services, dedicated to delivering smooth daily operations and dependable customer solutions.

Key Responsibilities

• Review store daily income and perform accurate data entry for financial transactions, invoices, and expenses in QuickBooks.
• Assist executive leadership with payroll processing, documentation organization, and year-end closing procedures.
• Coordinate operational administration, including Google Calendar management, meeting minutes, travel booking, and internal communications.
• Manage logistics administrative support, focusing on supply ordering and operational supply coordination.
• Receive inbound calls to take and process U-Haul reservations using cloud-based telephony software.
• Schedule pre-approved social media content across platforms using standard publishing tools.

What We’re Looking For

• Proven experience managing administrative operations with high accuracy in financial data entry and recordkeeping.
• Flawless verbal and written English communication skills suitable for direct customer phone interactions and internal collaboration.
• High proficiency with Microsoft Office Suite, Google Calendar, and digital document management platforms.
• Tech-savvy disposition with a demonstrated ability to rapidly master company-specific software tools.
• Strong independence, disciplined adherence to standard operating procedures, and sound operational judgment.

Bonus if you have:

• Hands-on experience using QuickBooks for expense tracking and basic transactional entry.
• Prior experience handling inbound call management or phone reservation platforms.
• Familiarity with social media post scheduling and digital content management tools.