Operations & Client Admin Virtual Assistant

Job Description

This is a remote position.

Position Title : Operations & Client Admin Virtual Assistant

Work Set-up : Work Onsite / Office-based

Schedule : Morning

Salary : Php 40,000 – Php 50,000

Our client provides aged care financial advice and related support (inheritance / readiness, future “care concierge” service). We are now looking to hire a full-time Operations & Client Administration Virtual Assistant to provide end-to-end administrative and operational support. This role will be responsible for managing day-to-day administration, maintaining CRM accuracy, handling documentation and reporting, triaging the central inbox, and ensuring smooth workflow coordination enabling the client to focus on delivering quality advice, client engagement, and business growth.

JOB DESCRIPTION FOR AN OPERATIONS & CLIENT ADMIN VIRTUAL ASSISTANT

Your Responsibilities an Operations & Client Admin Virtual Assistant would be :

Task & Workflow Management

• Start the day in Zoho : review due / overdue tasks; plan daily priorities.
• Create / assign / follow up tasks across multi-step workflows (e.g., proposals, implementations, follow-ups, renewals).
• Maintain weekly task review cadence; surface blockers early.

Email & Inbox Triage

CRM Hygiene & Data Entry (Zoho)

Documentation & Compliance

Reporting & Visibility

Follow-ups & Chasing

Proposals & Implementation Support

File Management

Light Marketing Support (as capacity allows)

Continuous Improvement

Qualifications as an Operations & Client Admin Virtual Assistant :

o Zoho CRM (tasks, notes, attachments, basic customisation, views / dashboards).

o Microsoft 365 & SharePoint (file management, naming, versioning).

o Teams, Email, WhatsApp (internal comms).

o Ignition (proposal templates & sending).

o Canva (nice-to-have for simple social assets).

o Process tools : screen capture / Scribe / SOP writing.

o Time / desktop activity reporting

o Nice-to-have : basic understanding of financial services admin in Australia; comfort with PII handling and compliance workflows.

o CRM : Zoho (tasks, notes, attachments, views / dashboards).

o Email / Comms : Teams, central inbox, WhatsApp for daily check-ins.

o Docs & Files : SharePoint (“Data”), Zoho attachments.

o Proposals : Ignition (templates).

o Design : Canva (basic).

o Automation : Light Zoho optimisations; potential AI-assisted task extraction from meeting notes.

Your love for Boomering will jump-start with these meaningful engagement activities and perks. Using the concepts and tools of EOS (Entrepreneurial Operating System), Boomering provides a fun, rewarding, and stimulating environment where work-life balance meets a commitment to foster growth.

∙ Genuinely caring Leadership Team

∙ Competitive salary package

∙ Company-provided full set-up for desktop / laptop with a back-up internet

∙ HMO on the first day of hire

∙ 15 Vacation Leaves and 5 Sick Leaves

∙ Annual Performance Reviews

∙ Unlimited Employee Referral Incentives

∙ Employee Loan Facilities

∙ Social Clubs and Interest Workshops

∙ Company events where you get a chance to win amazing prizes and be rewarded for your outstanding performance.

∙ Statutory Benefits : Maternity, Paternity, and Solo Parent Leaves, Magna Carta for Women, Retirement Benefits, OT, and Premium Pays

About Boomering :

Boomering is an ISO-certified, leading BPO company in Clark Freeport Zone, Pampanga.

Our mission to Enrich Client and Staff Lives through Simple and Smart Offshoring Solutions and our S.T.E.P. Core Values (Service, Transparency, Excellence and Partnership) are the framers of our continuing success.

Providing equal opportunities and a collaborative culture of excellence, Boomering is not just your average BPO. We are here to make a difference.

Future-proof your career and pursue your passion with Boomering! We want career thrill-seekers who are committed to growth as much as we are.

Website : www. boomering.ph

Career Portal : https : / / boomering.zohorecruit.com / jobs / Careers

Facebook and LinkedIn : Boomering Inc.; Boomering Careers