Operations & Admin Architect (ClickUp & SOPs)

Tavor Perry; Samal; Vor Ort; PHP 279.000 - 446.000; Vollzeit

Zusammenfassung

Tavor Perry is seeking a proactive Operations and Admin Assistant to systematize and automate our day-to-day operations. You will manage documents, email, and bookkeeping support while building templates, SOPs, and workflows to save time for the team.

We're counting on a ClickUp power user with a sharp eye for process improvement and a deep respect for confidentiality. A ClickUp power user with strong process improvement skills will expand automation, maintain organized file systems, and support

Qualifikationen

• Advanced ClickUp skills: tasks, templates, workflows.
• Proficient in MS Office Suite, Outlook, OneDrive.
• Proven experience in document management and file organization.
• Experience writing SOPs and process documentation.
• Experience with email management and basic bookkeeping, like receipts.
• Strict confidentiality with information; no uploading to external tools without approval.
• Observant, organized, and independent.
• Strong communication skills.

Aufgaben

• Organize, rename, convert, and file confidential client documents.
• Create and maintain folder structures for each client case.
• Sort and file receipts and forward to accountant.
• Manage the inbox with an inbox-zero system.
• Convert documents into reusable templates.
• Document repetitive tasks into SOPs.
• Expand ClickUp by building boards, tasks, workflows.
• Find automation opportunities and build workflows.
• Answer inquiries about invoices and accounts on the platform.
• Develop FAQs and SOPs for platform support.

Kenntnisse

ClickUp

MS Office

Email management

Document management

SOP writing

Confidentiality

Communication

Independence

Tools

n8n

Zapier

Make

Jobbeschreibung

Tavor Perry is seeking a proactive Operations and Admin Assistant to systematize and automate our day-to-day operations. You will manage documents, email, and bookkeeping support while building templates, SOPs, and workflows to save time for the team.

We're counting on a ClickUp power user with a sharp eye for process improvement and a deep respect for confidentiality. A ClickUp power user with strong process improvement skills will expand automation, maintain organized file systems, and support