Executive Support Specialist (With Bookkeeping Experience) WFH + Benefits
RemotePro.Ph • Philippines
Posted: April 1, 2026
Job Description
To apply, please visit us at: https://remotepro.ph/
We're looking for a highly organized, detail-oriented professional who can handle customer-facing support, administrative operations, and foundational bookkeeping. This is a dual-function role built for someone who communicates well, works independently, and keeps things running accurately behind the scenes. You'll be a reliable extension of our team, supporting client experience, internal operations, and financial record-keeping.
Key Responsibilities:
Customer Service & Client Support
- Respond to customer inquiries via email, phone, and support platforms
- Schedule appointments and manage client communications
- Resolve complaints and follow up to ensure client satisfaction
- Process orders, forms, applications, and service requests
- Maintain detailed records of customer interactions and feedback
- Support CRM updates and database maintenance
- Manage support tickets and provide timely resolutions
- Handle professional correspondence and vendor/team follow-ups
Administrative Support
- Email management: sorting, filtering, responding, and follow-ups
- Calendar management: scheduling, rescheduling, coordinating appointments
- Travel management: booking flights, accommodations, itinerary planning
- Document preparation: data entry, reports, and presentation design
- General file and records management
Bookkeeping & Financial Support
- Process and track invoices (incoming and outgoing)
- Record daily transactions and maintain accurate financial logs
- Support accounts payable and receivable tracking
- Reconcile receipts and expenses on a regular basis
- Generate basic financial and expense reports
- Assist with budget tracking and month-end summaries
- Use QuickBooks or Xero for recordkeeping (experience required)
Research & Data Handling
- Conduct market research and competitor analysis
- Organize and present findings clearly
- Create product and service comparison reports
Project & Task Management
- Support project coordination and task tracking
- Monitor deadlines using ClickUp, Trello, Asana, or Monday.com
- Core Skills
- Excellent written and verbal communication
- Strong organizational, time management, and multitasking abilities
- High attention to detail — especially in financial recordkeeping
- Analytical thinking and problem-solving
- Ability to work independently and manage competing priorities
- Professionalism and discretion with sensitive information
- Technical Requirements
- Proficiency in Google Workspace and Microsoft Office
- Bookkeeping experience with QuickBooks or Xero (required)
- CRM experience (HubSpot, Salesforce, or Zoho) — preferred
- Familiarity with ClickUp, Trello, or Asana
- Comfortable with Slack, Zoom, and Microsoft Teams
- Familiar with cloud storage and file-sharing platforms
- Bonus Skills (Preferred, Not Required)
- Social media scheduling and basic engagement tracking
- Basic graphic design (Canva, Adobe Express)
- Website management (WordPress or Wix — basic edits)
- E-commerce support (Shopify, WooCommerce — order processing, listings)
Additional Content
To apply, please visit us at: https://remotepro.ph/
We're looking for a highly organized, detail-oriented professional who can handle customer-facing support, administrative operations, and foundational bookkeeping. This is a dual-function role built for someone who communicates well, works independently, and keeps things running accurately behind the scenes. You'll be a reliable extension of our team, supporting client experience, internal operations, and financial record-keeping.
Key Responsibilities:
Customer Service & Client Support
- Respond to customer inquiries via email, phone, and support platforms
- Schedule appointments and manage client communications
- Resolve complaints and follow up to ensure client satisfaction
- Process orders, forms, applications, and service requests
- Maintain detailed records of customer interactions and feedback
- Support CRM updates and database maintenance
- Manage support tickets and provide timely resolutions
- Handle professional correspondence and vendor/team follow-ups
Administrative Support
- Email management: sorting, filtering, responding, and follow-ups
- Calendar management: scheduling, rescheduling, coordinating appointments
- Travel management: booking flights, accommodations, itinerary planning
- Document preparation: data entry, reports, and presentation design
- General file and records management
Bookkeeping & Financial Support
- Process and track invoices (incoming and outgoing)
- Record daily transactions and maintain accurate financial logs
- Support accounts payable and receivable tracking
- Reconcile receipts and expenses on a regular basis
- Generate basic financial and expense reports
- Assist with budget tracking and month-end summaries
- Use QuickBooks or Xero for recordkeeping (experience required)
Research & Data Handling
- Conduct market research and competitor analysis
- Organize and present findings clearly
- Create product and service comparison reports
Project & Task Management
- Support project coordination and task tracking
- Monitor deadlines using ClickUp, Trello, Asana, or Monday.com
- Core Skills
- Excellent written and verbal communication
- Strong organizational, time management, and multitasking abilities
- High attention to detail — especially in financial recordkeeping
- Analytical thinking and problem-solving
- Ability to work independently and manage competing priorities
- Professionalism and discretion with sensitive information
- Technical Requirements
- Proficiency in Google Workspace and Microsoft Office
- Bookkeeping experience with QuickBooks or Xero (required)
- CRM experience (HubSpot, Salesforce, or Zoho) — preferred
- Familiarity with ClickUp, Trello, or Asana
- Comfortable with Slack, Zoom, and Microsoft Teams
- Familiar with cloud storage and file-sharing platforms
- Bonus Skills (Preferred, Not Required)
- Social media scheduling and basic engagement tracking
- Basic graphic design (Canva, Adobe Express)
- Website management (WordPress or Wix — basic edits)
- E-commerce support (Shopify, WooCommerce — order processing, listings)