Teamified

Virtual Assistant

Teamified

full-time

Posted on:

Location: 🇵🇭 Philippines

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Job Level

Mid-LevelSenior

About the role

  • Teamified works with enterprises to build remote teams in India, Philippines and Sri Lanka, supporting 20+ partners
  • Client provides specialist valuation support for financial reporting, tax compliance, and commercial decision-making
  • Virtual Assistant role to enhance operational efficiency of a specialist valuation practice, supporting project delivery, client management, and administrative workflows
  • Coordinate calendars, set up remote meetings, manage reminders, and facilitate follow-ups
  • Prepare and maintain standardized valuation report templates, draft initial sections, format documents, and compile financial modeling data
  • Monitor and triage client and prospect inquiries, draft standard responses, flag urgent items, and escalate as needed
  • Assist in gathering supporting materials for valuations: company financials, market benchmarks, comparables, and industry reports
  • Manage travel bookings, invoicing, expense logs, CRM updates, and document filing

Requirements

  • 3-5 years supporting consultants, analysts, or project teams in a professional services or finance-adjacent environment
  • Highly proficient in MS Office (Excel, Word, PowerPoint); comfortable with CRM tools, virtual meeting platforms, and handling basic spreadsheet inputs
  • Strong written English capable of drafting clear, professional correspondence and basic report content
  • Exceptional organizational skills: multitasking, setting reminders, managing deadlines, and following up without oversight
  • High attention to detail in data entries and document formatting; ability to critically check for consistency in reports
  • Remote-readiness: dependable internet connection, structured workspace, proactive work habits, and ability to work autonomously
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