Executive Support Specialist (With Bookkeeping Experience) WFH + Benefits

Job Description

To apply, please visit us at: https://remotepro.ph/

We're looking for a highly organized, detail-oriented professional who can handle customer-facing support, administrative operations, and foundational bookkeeping. This is a dual-function role built for someone who communicates well, works independently, and keeps things running accurately behind the scenes. You'll be a reliable extension of our team, supporting client experience, internal operations, and financial record-keeping.

Key Responsibilities:
Customer Service & Client Support

• 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

Administrative Support

• 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

Bookkeeping & Financial Support

• 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 expense reports
• Assist with budget tracking and month-end summaries
• Use QuickBooks or Xero for recordkeeping (experience required)

Research & Data Handling

• Conduct market research and competitor analysis
• Organize and present findings clearly
• Create product and service comparison reports

Project & Task Management

• Support project coordination and task tracking
• Monitor deadlines using ClickUp, Trello, Asana, or Monday.com

Requirements

• Core Skills
• 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
• Technical Requirements
• Proficiency in Google Workspace and Microsoft Office
• Bookkeeping experience with QuickBooks or Xero (required)
• 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
• Bonus Skills (Preferred, Not Required)
• Social media scheduling and basic engagement tracking
• Basic graphic design (Canva, Adobe Express)
• Website management (WordPress or Wix — basic edits)
• E-commerce support (Shopify, WooCommerce — order processing, listings)

Benefits

Permanent Work-from-Home Setup

Competitive Salary

HMO Coverage

Mental Health Programs

Maternity Assistance through HMO (Female employees)

Paid Vacation Leave

Technology Allowance

Internet Allowance

Weekly Payouts

Career Growth and Advancement Opportunities