Executive Support Specialist (With Bookkeeping Experience)
PhilippinesFull-TimeMiddle
Salary not disclosed
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Job Details
- Required Skills
- SalesforceShopifyMicrosoft OfficeWordPressHubSpotGoogle WorkspaceSlackAsanaQuickBooksCanva
Requirements
- Excellent written and verbal communication
- Strong organizational, time management, and multitasking abilities
- High attention to detail — especially in financial recordkeeping
- Analytical thinking and problem-solving
- Ability to work independently and manage competing priorities
- Professionalism and discretion with sensitive information
- Proficiency in Google Workspace
- Proficiency in Microsoft Office
- Bookkeeping experience with QuickBooks or Xero
- CRM experience (HubSpot, Salesforce, or Zoho) — preferred
- Familiarity with ClickUp, Trello, or Asana
- Comfortable with Slack, Zoom, and Microsoft Teams
- Familiar with cloud storage and file-sharing platforms
Responsibilities
- Respond to customer inquiries via email, phone, and support platforms
- Schedule appointments and manage client communications
- Resolve complaints and follow up to ensure client satisfaction
- Process orders, forms, applications, and service requests
- Maintain detailed records of customer interactions and feedback
- Support CRM updates and database maintenance
- Manage support tickets and provide timely resolutions
- Handle professional correspondence and vendor/team follow-ups
- Email management: sorting, filtering, responding, and follow-ups
- Calendar management: scheduling, rescheduling, coordinating appointments
- Travel management: booking flights, accommodations, itinerary planning
- Document preparation: data entry, reports, and presentation design
- General file and records management
- Process and track invoices (incoming and outgoing)
- Record daily transactions and maintain accurate financial logs
- Support accounts payable and receivable tracking
- Reconcile receipts and expenses on a regular basis
- Generate basic financial and and expense reports
- Assist with budget tracking and month-end summaries
- Use QuickBooks or Xero for recordkeeping
- Conduct market research and competitor analysis
- Organize and present findings clearly
- Create product and service comparison reports
- Support project coordination and task tracking
- Monitor deadlines using ClickUp, Trello, Asana, or Monday.com
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