Sourcefit

Administrative Assistant

Sourcefit

full-time

Posted on:

Location Type: Remote

Location: Philippines

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About the role

  • 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

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
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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
calendar managementemail handlinggraphic designdigital marketing
Soft Skills
organizational skillstime managementwritten communicationverbal communicationattention to detailability to manage multiple prioritiesindependenceproactivitydependability