Executive Assistant / Operations Specialist

Employment Type: Full-time Workplace: Remote Location Type: Remote Department: Administration & Office Support Published: 2025-07-08

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Position Overview

ConnectOS is seeking a highly organized and proactive Executive Assistant / Operations Specialist to support a leading investment and real estate consulting firm. This role is crucial in managing executive-level tasks, streamlining operations, and ensuring seamless communication with clients and investors. The firm is dedicated to fostering financial empowerment and guiding clients toward generational wealth prosperity.

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Salary

• Monthly Package: P60,000 - P70,000

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Schedule

• Days: Monday - Friday
• Time: 1:00 AM to 10:00 AM PHT

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Requirements

Skills Required:

• 3+ years of experience in an executive assistant, operations, or admin role.
• Experience or familiarity with CRM systems, investor portals, or property management software (e.g., Appfolio, Yardi, Buildium – a plus).
• Comfortable using tech platforms such as Notion, Discord, Google Workspace, and project management tools.
• Background in private equity, real estate, or investment management.
• Excellent written and verbal communication skills.

Nice to Have:

• Bilingual (English/Chinese) preferred but not required.

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Responsibilities

Executive Support:

• Manage complex calendars and prioritize high-impact meetings.
• Attend select meetings, take notes, and ensure follow-ups are tracked and completed.
• Coordinate travel, events, and investor-related logistics.
• Act as a liaison between departments and senior leadership.
• Draft, filter, and manage executive-level communications.

Client & Investor Operations:

• Support investor onboarding: coordinate documents, system setup (e.g., Cash Flow Portal), and communication.
• Track and maintain investor records, distributions, and account updates.
• Ensure timely and professional responses to investor inquiries.
• Assist in drafting and distributing investor updates and reports.

Project & Operations Management:

• Maintain and organize Notion task boards and internal trackers.
• Coordinate cross-departmental follow-ups to ensure alignment on priorities.
• Assist with planning and implementation of SOPs, KPIs, and internal projects.
• Provide light operational support to property management as needed (e.g., coordinating vendor schedules, lease tracking, managing follow-ups).

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Benefits & Perks

• WFH arrangement
• Medical, Dental Coverage, and Life Insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Regular Company Events, Work-Life Balance, and Career Growth Opportunities

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About ConnectOS and Our Client

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our Client is an investment and real estate consulting firm committed to fostering financial empowerment for clients. They are founded on the principle of guiding clients toward generational wealth prosperity, providing the necessary resources and support to navigate the complexities of the investment and real estate sectors. They are partners in achieving financial success.

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Application Instructions

• [Insert Application Instructions Here - Not provided in original text]

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Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

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