Remote Executive Assistant & Client Ops Lead

Somewhere; Philippines; Remote; PHP 2,500,000 - 4,375,000; Full time

Job summary

Somewhere is seeking an Executive Assistant & Client Operations Coordinator to support the founder from a remote location in the Philippines. The role focuses on inbox and calendar management, CRM upkeep, client follow-up, and reporting to free up time for high-value strategy and client work.

You will manage the founder's inbox, schedule, and workflows, maintain a tidy CRM, and deliver daily briefs. Strong English, discretion, and comfort with confidential financial information are essential.

Qualifications

• 2+ years as an executive assistant, virtual assistant, or administrative coordinator supporting a U.S.-based company or executive

Responsibilities

• Own and triage the founder's inbox, sort and prioritize, keep organized
• Draft routine replies and handle straightforward correspondence independently after training
• Manage the calendar and scheduling, protect focused work time, coordinate Calendly links
• Keep the CRM (Pipedrive) clean, current, and fully logged
• File emails to correct contact/deal records and capture conversations
• Deliver a short daily brief: urgent items, follow-ups, and upcoming tasks
• Surface stalled opportunities to prevent them from going cold
• Send follow-up communications using established templates
• Book consultations on the founder's calendar
• Send and track client portal invites (TaxDome) and monitor for open items
• Chase missing client documents and move engagements through stages
• Pull recurring CRM and system reports; keep internal trackers current
• Collect and organize data for decisions and client work
• Complete ad-hoc research as assigned
• Organize incoming client tax documents and maintain client files
• Handle billing and invoicing follow-up
• Coordinate newsletter and content publishing schedule
• Capture and organize call notes and action items
• Coordinate with third parties as needed

Skills

Inbox management

Calendar management

CRM experience

Professional English

Discretion

Tools

Pipedrive

Calendly

Microsoft 365

Job description

Somewhere is seeking an Executive Assistant & Client Operations Coordinator to support the founder from a remote location in the Philippines. The role focuses on inbox and calendar management, CRM upkeep, client follow-up, and reporting to free up time for high-value strategy and client work.

You will manage the founder's inbox, schedule, and workflows, maintain a tidy CRM, and deliver daily briefs. Strong English, discretion, and comfort with confidential financial information are essential.