Operations Virtual Assistant

Tavor Perry; Samal; Presencial; PHP 279.000 - 446.000; Jornada completa

Descripción de la vacante

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

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

ClickUp

MS Office

Email management

Document management

SOP writing

Confidentiality

Communication

Independence

Herramientas

n8n

Zapier

Make

Descripción del empleo

Job Summary:
Our next hire will be a proactive Operations and Admin Assistant who will help us systematize, organize, and automate our day-to-day operations. You'll manage documents, email, and bookkeeping support while building the templates, SOPs, and workflows that give us time back. We're counting on a ClickUp power user with a sharp eye for process improvement and a deep respect for confidentiality.

Key Responsibilities:

• Organize, rename, convert, and file confidential client documents in a structured folder system

• Create and maintain folder structures for each new client case or assignment

• Sort and file receipts and expense records, and send them to the accountant for company accounting

• Manage the inbox, reaching and maintaining an inbox-zero system

• Convert existing documents into reusable templates

• Spot repetitive tasks and document them in clear SOPs

• Expand our use of ClickUp by building and refining boards, tasks, and workflows

• Find automation opportunities and build or recommend automated workflows

• Answer member inquiries for our online platform, such as invoice and account questions

• Develop FAQs and SOPs for managing 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

• Observant, organized, and independent

• 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

• Capable of keeping several projects under control at once

• Strategic mindset and the ability to recommend process improvements without being asked

Why Join Us:

This is a chance to build the operational backbone of a growing business and see your impact directly. You'll work closely with a supportive, hands-on founder who values initiative and trusts you to work on your own. There's real room to grow as your responsibilities expand.