Operations Associate -Part Time (US Accounting Firm, WFH)

Position Overview

• Location Type: Remote
• Job Type: Part-Time
• Salary: PHP 300 - PHP 400
• Schedule: 9:00 PM - 6:00 AM PHT (4 hours a day; anytime between client hours)

ConnectOS is a certified Great Place to Work and a top-rated Philippines employer of choice. Our client is a professional services firm offering accounting, tax, and advisory services.

Requirements

• Strong command of written and spoken English.
• Highly organized, detail-oriented, and efficient.
• Proactive and takes initiative without needing constant direction.
• Dependable and responsive during agreed-upon working hours (U.S. time zone overlap required).
• Comfortable using Google Workspace, Excel/Google Sheets, and project management tools.
• Experience working remotely and handling sensitive data with discretion.
• Comfortable on camera for team meetings.

Nice to Have

• Experience with accounting firms or financial services.
• Familiarity with any of the following tools: KarbonHQ, ShareFile, QuickBooks, Knuula, CCH.
• Prior experience in client support or executive assistance.
• AI familiarity (e.g., ChatGPT, Zapier).
• Candidates with Executive Assistant background are encouraged to apply.

Responsibilities

• Monitor multiple team email inboxes to ensure all incoming messages are read, tracked, and responded to promptly.
• Flag urgent emails, organize follow-ups, and draft replies for team review when necessary.
• Send client-facing emails and ensure clear, timely communication throughout the engagement process.
• Track and follow up on open client items or pending tasks via email.
• Prepare and update engagement letters using Knuula.
• Maintain and organize master client lists, contact information, statuses, and folders across platforms.
• Set up and manage folders in Google Drive, ShareFile, and other storage platforms.
• Create, organize, and update client records in platforms such as KarbonHQ, QuickBooks, and CCH.
• Assist in collecting, uploading, and organizing client documents during onboarding and throughout engagements.
• Keep team workflows and tasks updated in KarbonHQ.
• Assign or follow up on tasks as directed by leadership to ensure nothing falls through the cracks.
• Maintain naming conventions and documentation standards across all platforms.
• Help document standard operating procedures (SOPs) as tasks are completed.
• Assist in research, data entry, or spreadsheet maintenance.
• Support special projects as assigned.
• General interest or familiarity with AI tools like ChatGPT, Zapier, or simple automation platforms is a plus, but not required.

Application Instructions

• Interested candidates are encouraged to apply.

Company Information

• Company: ConnectOS
• 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.
• Data Confidentiality: ConnectOS ensures the full confidentiality of the data it processes.