Connectly

Executive Assistant (US Financial Services, WFH)

Philippines

₱136,364 – ₱159,091Compensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Real Estate, Private Equity, Investment ManagementIndustries

Executive Assistant / Operations Specialist

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


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.


Salary

  • Monthly Package: P60,000 - P70,000

Schedule

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

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.

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).

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

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.


Application Instructions

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

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.


#ConnectOSCareers #JoinConnectOS

Skills

Executive Assistant
Operations
Admin
CRM systems
Investor portals
Property management software
Appfolio
Yardi
Buildium
Notion
Discord
Google Workspace
Project management tools
Private equity
Real estate
Investment management
Written communication
Verbal communication
Bilingual (English/Chinese)

Connectly

AI-powered marketing automation for e-commerce

About Connectly

Connectly.ai automates sales and marketing for e-commerce businesses through its AI-powered platform, Sofia AI. This platform integrates with popular e-commerce systems like Shopify and Vtex, allowing for automated, personalized conversations with customers across various channels. Connectly.ai stands out by significantly reducing time spent on administrative tasks and improving the sales closing process. The company's goal is to enhance efficiency and sales for e-commerce businesses.

San Francisco, CaliforniaHeadquarters
2020Year Founded
$33.7MTotal Funding
SERIES_BCompany Stage
Consumer Software, AI & Machine Learning, Consumer GoodsIndustries
51-200Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Flexible Work Hours
Remote Work Options
Company Equity

Risks

Increased competition from Alibaba's AI initiatives could overshadow Connectly's offerings.
Reliance on Shopify and Vtex poses risks if they develop their own AI solutions.
Rapid AI advancements require Connectly to continuously innovate to stay competitive.

Differentiation

Connectly.ai automates sales and marketing for e-commerce with AI-powered Sofia AI platform.
The platform integrates seamlessly with Shopify and Vtex, enhancing user experience and sales.
Connectly.ai supports over 20 languages, including local slang, for personalized customer interactions.

Upsides

Connectly.ai raised $20 million in Series B funding led by Alibaba in 2023.
The platform's AI-driven personalization boosts conversion rates and customer satisfaction.
Connectly.ai's multilingual support enhances global customer engagement and market reach.

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