Process Automation VA

Tavor Perry; Davao del Norte; Remoto; PHP 240.000 - 420.000; Tempo pieno

Descrizione del lavoro

Tavor Perry is seeking an Operations and Admin Assistant to help systematize and automate daily operations. You’ll manage documents, emails, and bookkeeping support while creating templates, SOPs, and workflows to free up time.

You should be a ClickUp power user with a sharp eye for process improvement, uphold confidentiality, and work independently in a dynamic environment. This role offers growth opportunities.

Competenze

• Advanced ClickUp knowledge with templates and workflows.
• Proficiency in MS Office, Outlook, and OneDrive.
• Experience in document management and file organization.
• Experience writing SOPs and process documentation.
• Experience with email management and basic bookkeeping support.
• Confidential handling of information.
• Able to work independently.

Mansioni

• Organize, rename, convert, and file confidential client documents in a structured folder system.
• Set up and maintain folder structures for every new client case or assignment.
• Sort and file receipts and expense records, and send them to the accountant.
• Manage the inbox, reaching inbox zero and keeping it that way.
• Turn existing documents into reusable templates.
• Identify repetitive tasks and write clear SOPs for them.
• Grow our use of ClickUp by building and improving boards, tasks, and workflows
• Spot opportunities for automation and build or recommend automated workflowsRespond to member inquiries on our online platform, such as invoice and account questions
• Create FAQs and SOPs for handling platform support

Conoscenze

ClickUp

MS Office

Document management

SOP writing

Email management

Confidentiality

Independent worker

Strumenti

ClickUp

Microsoft Office

Outlook

OneDrive

Descrizione del lavoro

Job Summary

Work alongside us as a proactive Operations and Admin Assistant who helps us systematize, organize, and automate our daily operations. You’ll take care of documents, email, and bookkeeping support while building the templates, SOPs, and workflows that free up our time. Apply if you’re a ClickUp power user with a sharp eye for process improvement and a strong respect for confidentiality.

Key Responsibilities

• Organize, rename, convert, and file confidential client documents in a structured folder system
• Set up and maintain folder structures for every 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 inbox zero and keeping it that way
• Turn existing documents into reusable templates
• Identify repetitive tasks and write clear SOPs for them
• Grow our use of ClickUp by building and improving boards, tasks, and workflows
• Spot opportunities for automation and build or recommend automated workflowsRespond to member inquiries on our online platform, such as invoice and account questions
• Create 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 organizing receipts
• Strict discipline with confidential information, including never uploading documents to online tools or third-party platforms without approval
• Responsible, observant, and able to work on your own

Preferred Skills

• Hands-on experience with automation tools such as n8n, Zapier, or Make
• Experience in a consulting, advisory, or professional services setting
• Customer or member support experience, including email-based support
• Experience building FAQs or knowledge bases
• Able to handle several projects without missing a beat
• A strategic mindset and the habit of recommending process improvements unprompted

Why Join Us

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

Requirements

Please refer to job description.

Robotic Process Automation Python UiPath Process Mapping Analytical Thinking Debugging Problem Solving Integration Skills Attention To Detail HTML

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