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Sourcefit

Making Outsourcing in the Philippines Work for You

Administrative Assistant

Administrative AssistantAdministrative AssistantFull TimeRemoteSeniorTeam 1,001-5,000H1B No SponsorCompany SiteLinkedIn

Location

Philippines

Posted

83 days ago

Salary

0

Seniority

Senior

English

Job Description

Administrative Assistant

Sourcefit

• Schedule all client progress meetings based on term cadence • Schedule additional client meetings as needed based on action items • Monthly — schedule Tech Best Practices sessions • Quarterly — schedule State of the Company meeting (include SME) • Manage and launch Calendly scheduling • Perform ad hoc tasks as assigned by stakeholders • Provide general administrative assistance across teams • Request tax documents from clients • Locate tax documents when concerns arise • Save tax documents in the appropriate tax folder • Update the tax spreadsheet • Manage team email inboxes and respond or forward messages as needed • Schedule meetings • Update calendars • Sweep and organize emails • Communicate with clients • Assist with basic graphic design tasks • Support digital marketing platform activities as needed • Launch all client meeting progress workflows • Launch client onboarding and offboarding • Update Advyzon, Asana, and client folders in Box • Update spreadsheets and add to domains • Launch tax projects • Update TCC • Prepare initial necessary documents prior to client meetings • Generate asset allocation via Advyzon and edit when gray areas arise • Create next year’s folders and perform cleanup • Update Net Worth in Advyzon • Update Ninety Scorecard

Job Requirements

  • Proven administrative or virtual assistant experience
  • Strong organizational and time management skills
  • Excellent written and verbal communication skills
  • High attention to detail and ability to manage multiple priorities
  • Experience with calendar management and email handling
  • Familiarity with tools such as Advyzon, Asana, Box, and Calendly is preferred
  • Basic graphic design skills and exposure to digital marketing platforms are a plus
  • Ability to work independently in a remote environment
  • Proactive, dependable, and able to handle ad hoc requests efficiently

Benefits

  • US Holidays

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