Connectly

Virtual Administrative Assistant- Part time (US Wealth Management, WFH)

Philippines

Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Professional ServicesIndustries

Position Overview

  • Location Type: Remote
  • Job Type: Part-time
  • Salary: P300 - P400 per hour
  • Schedule: Monday to Friday (9:00 PM - 1:00 AM PHT)

This role involves providing administrative and virtual assistant support to a natural stone restoration company.

Requirements

  • 3+ years of experience in an administrative, virtual assistant, or office manager role.
  • Proficient with cloud-based tools such as Google Workspace, Microsoft Office, and task/project management software.
  • Familiarity with CRMs or industry-specific tools like JobNimbus, Housecall Pro, or Xactimate is a bonus.
  • Basic bookkeeping experience.
  • Excellent written and verbal communication skills.
  • Nice to have: Experience in the restoration, construction, or home services industry.

Responsibilities

  • Serve as the first point of contact for incoming calls, emails, and online inquiries.
  • Schedule and coordinate appointments, job site visits, and service calls with clients and technicians.
  • Manage digital filing systems, organize job documentation, and ensure accurate record keeping.
  • Enter, update, and maintain data in Excel or Google Sheets and project tracking systems.
  • Ability to help implement a CRM for the business (e.g., JobNimbus, Housecall Pro, or similar).
  • Generate and send invoices, follow up on payments, and assist with basic bookkeeping tasks.
  • Assist in preparing estimates, job reports, and service documentation.
  • Order and track office supplies and field equipment as needed.
  • Support internal communication between technicians, clients, and insurance adjusters.
  • Assist in drafting customer communications, proposals, and email templates.
  • Follow up with customers for reviews, satisfaction checks, and referral requests.

Company Information

  • ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.
  • Our Client is a local family-owned and operated natural stone restoration company servicing the entire Central Coast.

Additional Details

  • Employment Type: Part-time
  • Workplace: Remote
  • Language: English
  • Department: Administration & Office Support
  • Published: 2025-06-03

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.

Skills

Google Workspace
Microsoft Office
Task/Project Management Software
CRM (JobNimbus, Housecall Pro, Xactimate)
Basic Bookkeeping
Excellent Communication
Digital Filing
Data Entry (Excel, Google Sheets)
Customer Service
Scheduling
Documentation
Invoice Management

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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