Operations and Finance Support Virtual Assistant

Tavor Perry; Sagay; Remote; PHP 335,000 - 614,000; Full time

Job summary

Tavor Perry is seeking a highly organized Operations and Finance Support Virtual Assistant to handle day-to-day financial tasks, client records, invoices, and spreadsheets. This role emphasizes accuracy, data integrity, and careful handling of numbers.

You will coordinate with management, keep systems tidy in Airtable and Google Sheets, and push daily reports. If you thrive on detail and want a growing career in a fast-growing company, this remote position offers clear progression.

Qualifications

• Strong hands-on experience with Excel and Google Sheets.
• Excellent written and verbal English communication skills.
• Very high standard of accuracy for financial data and client records.
• Ability to write clear, professional client-facing emails independently.
• Strong organizational skills and ability to manage multiple tasks.

Responsibilities

• Publish and manage job posts across platforms.
• Handle onboarding emails and client setup in systems.
• Send professional emails to clients as part of account administration.
• Keep VAs and internal teams informed about updates and processes.
• Manage tasks, deadlines, and workflows in Asana.
• Maintain records in Airtable and ensure data consistency.
• Prepare and maintain daily reports and operational trackers.
• Support payroll data collection and monthly reconciliation processes.
• Flag discrepancies or missing data to management promptly.

Skills

Excel

Google Sheets

Data entry

Administrative support

Multitasking

Confidentiality

English communication

Tools

Asana

Airtable

Google Sheets

Job description

Job Summary:

Day-to-day internal operations and routine finance tasks will be run by a highly organized and extremely detail-oriented Operations and Finance Support Virtual Assistant. The role is heavily spreadsheet-based, so accuracy outweighs nearly everything else: you will work with client records, invoices, and financial data where a single wrong number has real consequences.

You will work closely with management, keep our internal systems tidy and current, and help our daily operations run without a hitch.

It's an excellent fit for someone who wants to grow quickly, take on increasing responsibility, and build a long-term career within a fast-growing company.

Key Responsibilities:

Operations and Administration

• Publish and manage job posts across multiple platforms
• Take care of the administrative side of new client onboarding, including preparing and sending onboarding emails, gathering required information, and setting clients up correctly in our systems
• Send clear, professional emails to clients as part of ongoing account administration
• Keep VAs and internal team members informed about updates, schedules, and processes
• Manage tasks, deadlines, and workflows in Asana: creating tasks, assigning owners, updating statuses, and making sure nothing falls through the cracks
• Maintain and update records in Airtable: adding new records, keeping fields accurate and complete, and keeping data consistent across bases
• Prepare and maintain daily reports and operational trackers
• Support higher management with administrative and operational tasks
• Help improve internal workflows and processes over time

Finance Support

• Prepare, send, and record client invoices, and track their status through to payment
• Record new clients and their billing details accurately in our invoicing and finance systems
• Maintain and update finance trackers and records in Excel and Google Sheets
• Assist with monthly reconciliation between payment platforms and internal records
• Support payroll preparation by collecting, checking, and organizing the required data
• Follow up professionally on outstanding or overdue payments
• Organize receipts, confirmations, and supporting documentation
• Flag discrepancies, missing data, or unusual items to management promptly

Mandatory Requirements:

• MUST: strong hands-on experience with Excel and Google Sheets. You should be comfortable with formulas, filters, sorting, data validation, pivot tables, and working across large sheets without breaking them
• Exceptional attention to detail and a very high standard of accuracy, since this role involves numbers, invoices, and client records where mistakes are costly
• MUST: excellent written and verbal English communication skills
• Ability to write clear, professional client-facing emails independently
• Strong organizational skills and the ability to handle several ongoing tasks without losing track of details
• Ability to multitask and manage priorities in a fast-paced environment
• Discretion and reliability with confidential client and financial information
• Stable internet connection
• Good-quality camera and microphone for meetings and calls
• Professional, proactive, and reliable work ethic

Preferred Skills:

• Previous experience as a Virtual Assistant
• Experience with Asana or similar project management tools
• Experience with Airtable or similar database tools
• Experience with bookkeeping, invoicing, payroll support, or accounts receivable
• Familiarity with online job platforms, CRM tools, or payment platforms

Growth Opportunity:

This role is designed for someone who wants to grow with the company. You will begin with core operations, client administration, and routine finance tasks, and quickly gain responsibility based on performance, reliability, and initiative. High performers will have the chance to move into more senior operational, coordination, or finance roles.

Why Join Us?

• Remote position in a structured, professional working environment
• Long-term opportunity with room for rapid growth
• Work with an international team in the recruitment and VA placement industry
• Build valuable skills across operations, client administration, finance, and business systems