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Jobs in Philippines   »   Jobs in Manila   »   Administrative / Clerical Job   »   Administrative Assistant (Investment Management) - 17902167144
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Administrative Assistant (Investment Management) - 17902167144

Support Shepherd

Support Shepherd company logo

​LOOKING FOR FILIPINO CITIZENS RESIDING IN THE PHILIPPINES!!

Position:  Administrative Assistant for Tech-Investment Management Comapny

Working Schedule :  Monday - Friday, 8 AM - 5 PM (PST) | 11 PM - 8 AM (Philippine Time)
Salary Range:  USD 900- USD 1000 per month

ABOUT THE COMPANY
Passively invest in short-term rentals (like Airbnbs). We’ll do all the work and send you a check every quarter. You invest. We do the rest.

ABOUT THE ROLE:

We are seeking a detail-oriented and organized Administrative Assistant to join our investment management team. The ideal candidate will be tech-savvy, a problem-solver, and able to efficiently communicate with vendors, investors, and fund managers. You will play a crucial role in maintaining processes, handling data entry tasks, and ensuring smooth communication and record maintenance within the organization.

RESPONSIBILITIES:

  • Assist with vendor, investor, and fund manager communications.
  • Ensure accurate categorization of transactions in software or trackers.
  • Organize and save property documents and pictures in Dropbox.
  • Upload documents and maintain investor and fund manager information on the investor portal.
  • Send documents/contracts and input data into Google Sheets based on responses.
  • Address discrepancies in billing and other concerns through effective communication.
  • Aid in record maintenance, including categorizing expenses and ensuring compliance.
  • Collaborate with the bookkeeper to resolve transaction-related queries.
  • Maintain up-to-date information on property pages within the investor portal.
  • Assist in finalizing investor and fund manager information for distributions.
  • Conduct regular checks to ensure the accuracy of investment stages in trackers.
  • Handle communication with government agencies and other entities for record-keeping purposes.
  • Manage payments for taxes, fees, citations, etc., on behalf of the company.

QUALIFICATIONS:

  • Proficient in data entry with strong attention to detail.
  • Efficient communication skills to interact with vendors, investors, and fund managers.
  • Ability to create and maintain processes to streamline operations.
  • Tech-savvy and adept at problem-solving.
  • Highly organized with the ability to prioritize tasks effectively.
  • Takes initiative and is self-motivated to drive tasks to completion.
  • Capable of handling multiple tasks simultaneously.
  • Extremely responsive to inquiries and requests.
  • Background in accounting.
  • Familiarity with QuickBooks.
  • Intermediate-level knowledge of Google Sheets.

Platforms to be Used:

  • QuickBooks
  • Ramp
  • Excel/Google Sheets
  • Dropbox
  • InvestNext
  • Confluence/Jira
  • Slack
  • HelloSign
  • DialPad/OpenPhone

DEVICE / CONNECTIVITY REQUIREMENTS:

  • At least 50mbps internet speed
  • Must have their own Permanent Work From Home Equipment like Laptop and Personal Computer with External Monitor.

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