Remote Operations Lead – Banking/Finance Expert

SourceU; Metro Manila; Remoto; PHP 3.073.000 - 4.829.000; Tempo pieno

Descrizione del lavoro

SourceU is seeking a Virtual Business Operations Manager to support an Australian electrical company owner and oversee daily admin and operational coordination from home.

This senior role requires a professional background in banking, finance or insurance, strong English communication, and experience managing calendars, follow-ups, invoicing and customer relations. Remote, full-time with Australian business hours.

Competenze

• Professional experience in banking, finance or insurance is essential.
• Experience as an Executive Assistant, Operations Coordinator, or similar roles is advantageous.
• Experience supporting a CEO, senior executive or business owner.
• Strong written and verbal English communication skills.
• Confident with phone calls with customers and clients.
• Experience in customer service, client relationship management or account management.
• Excellent organisational skills and attention to detail.
• Able to manage priorities and follow up on outstanding tasks.
• Proficient in Microsoft 365 or Google Workspace.
• Willingness to work full-time Australian business hours.

Mansioni

• Manage the Business Owner's calendar, inbox, meetings and follow-ups.
• Handle customer enquiries through phone calls and emails, ensuring timely responses.
• Make outbound calls to customers to follow up on enquiries, quotations, appointments and outstanding matters.
• Coordinate customer enquiries, quotations, job bookings and scheduling.
• Maintain positive customer relationships and provide regular updates on job progress.
• Liaise with field supervisors and electricians regarding job progress and documentation.
• Maintain accurate CRM and job management records.
• Track jobs from enquiry through completion, invoicing and payment.
• Prepare approved quotes and invoices and follow up payments by phone or email.
• Monitor expenses, supplier invoices, purchase orders and accounts receivable.
• Prepare daily updates and weekly operational reports.
• Maintain task trackers, deadlines and team accountability dashboards.
• Assist with recruitment, onboarding and staff documentation.
• Develop procedures and identify opportunities to improve and automate workflows.

Conoscenze

Banking/Finance/Insurance experience

Executive support

Customer communication

Scheduling and calendar management

Invoicing and billing

CRM familiarity

Microsoft 365/Google Workspace

Strumenti

CRM software

Microsoft 365

Google Workspace

Descrizione del lavoro

SourceU is seeking a Virtual Business Operations Manager to support an Australian electrical company owner and oversee daily admin and operational coordination from home.

This senior role requires a professional background in banking, finance or insurance, strong English communication, and experience managing calendars, follow-ups, invoicing and customer relations. Remote, full-time with Australian business hours.