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Virtual Personal Assistant for Financial Consultant (Filipino VA Preferred | Part-Time | Remote)

Upwork

About the Role

I’m looking for a reliable and proactive Virtual Personal Assistant to support me with daily administrative and coordination tasks. Since most of my clients are Filipino, I’m looking for someone who is comfortable communicating in both English and Filipino (Tagalog) and understands Filipino culture and communication style.

You’ll be working closely with me, so attention to detail, initiative, and clear communication are very important.

Responsibilities

Customer support and CRM management

Calendar and schedule management

Email inbox management and follow-ups

Client coordination and basic communication

Data entry and document organization

Social media support (LinkedIn)

Other ad-hoc administrative tasks as needed

Requirements

Experience as a Virtual Assistant or Personal Assistant

Fluent in English and Filipino (Tagalog)

Strong organizational and time management skills

Detail-oriented and dependable

Comfortable working independently

Tech-savvy (Google Workspace, Zoom, spreadsheets, etc.)

Stable internet connection

Nice to Have (But Not Required)

Experience supporting clients or businesses with Filipino customers

Familiarity with Canva, Asana, or similar tools

Background in admin, customer service, or operations

Job Type

Job Type
Contract
Location
United States

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