Process Automation VA

Tavor Perry; Cauayan; On-site; PHP 279,000 - 446,000; Full time

Job summary

Tavor Perry is seeking an Operations and Admin Assistant to organize, document, and automate day-to-day workflows. You will manage documents, emails, and bookkeeping support while building templates, SOPs, and workflows to free up time.

A ClickUp power user with a strong focus on confidentiality is what we have in mind. This role emphasizes process improvement, end-to-end ownership, and proactive communications with the founder.

Qualifications

• 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
• Attentive, dependable, and comfortable owning your work end to end
• Strong communication skills

Responsibilities

• Organize, rename, convert, and file confidential client documents in a structured folder system
• Create and maintain folder structures for every 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 and holding an inbox-zero system
• Convert existing documents into reusable templates
• Spot repetitive tasks and write clear SOPs for them
• Extend our use of ClickUp by building and refining boards, tasks, and workflows
• Look for automation opportunities 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

Skills

ClickUp

Microsoft Office

Document management

SOPs writing

Email management

Confidentiality

End-to-end ownership

Communication

Tools

ClickUp

Outlook

OneDrive

Job description

Job Summary:

Our day-to-day operations are about to get a lot more organized, thanks to a proactive Operations and Admin Assistant who will help us systematize, organize, and automate. You will handle documents, email, and bookkeeping support while building the templates, SOPs, and workflows that free up our time. A ClickUp power user with a keen eye for process improvement and a deep respect for confidentiality is who we have in mind.

Key Responsibilities:

• Organize, rename, convert, and file confidential client documents in a structured folder system
• Create and maintain folder structures for every 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 and holding an inbox-zero system
• Convert existing documents into reusable templates
• Spot repetitive tasks and write clear SOPs for them
• Extend our use of ClickUp by building and refining boards, tasks, and workflows
• Look for automation opportunities 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
• Attentive, dependable, and comfortable owning your work end to end
• 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
• Able to handle several concurrent projects with consistent quality
• Strategic mindset, with the ability to suggest process improvements without being asked

Why Join Us:

Build the operational backbone of a growing business and see the results of your work first-hand. 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.