Offer summary

Qualifications:

3-5 years supporting professionals in a finance or consulting environment., Proficient in MS Office suite and familiar with CRM tools and virtual meeting platforms., Strong written English skills for drafting professional correspondence and reports., Highly organized with excellent multitasking and attention to detail..

Key responsibilities:

Coordinate client meetings and manage schedules.

Prepare and format valuation reports and financial data.

Handle client inquiries and draft standard communication responses.

Assist with data gathering, research, and administrative tasks.

Job description

About Teamified

Teamified works with top enterprises and digital native businesses in Australia helping them build their remote teams in India, Philippines and Sri Lanka. We pride ourselves with hiring great teams to work on exciting game changing technology. Teamified currently has 200+ engineers, testers, product managers etc. working across 20+ partners. We focus on uplifting the way organisations build and manage their remote teams through great working relationships, trust, integrity, culture and hiring processes. Additional to this we are building our own technology product offerings. We strive to deliver the best outcomes for our customers, our partners and

our people.

About Our Client

They provide specialist valuation support for businesses needing to satisfy financial reporting and tax requirements, as well as make smart, informed, value-driven commercial decisions.

About the Role

An agile and detail-oriented Virtual Assistant is needed to enhance the operational efficiency of a specialist valuation practice. You’ll support project delivery, client management, and administrative workflows, ensuring the firm’s technical and creative outputs are well-coordinated and professionally presented.

Key Responsibilities

Client Liaison & Scheduling: Coordinate calendars, set up remote meetings with clients or team members, manage reminders, and facilitate follow-ups.
Documentation & Reporting: Prepare and maintain standardized templates for valuation reports (e.g. business, equity, intangible assets), draft initial sections, format documents, and compile financial modeling data.
Email & Communication Management: Monitor and triage inquiries from prospective and current clients, draft standard responses, flag urgent items, and escalate as needed.
Data Gathering & Research Support: Assist in gathering supporting materials needed for valuations: company financials, market benchmarks, comparable company data, industry reports.
Administrative & Travel Support: Manage travel bookings (if needed), invoicing, expense logs, data entry, CRM updates, and document filing.

Requirements

Skills & Qualifications

Experience: 3-5 years supporting consultants, analysts, or project teams in a professional services or finance-adjacent environment.
Technical Aptitude: Highly proficient in MS Office (Excel, Word, PowerPoint), comfortable with CRM tools, virtual meeting platforms, and handling basic spreadsheet inputs.
Communication: Strong written English capable of drafting clear, professional correspondence and basic report content.
Organizational Skills: Exceptional at multitasking, setting reminders, managing deadlines, and following up without oversight.
Attention to Detail: High accuracy in data entries and document formatting; ability to critically check for consistency in reports.

Remote-readiness:

Dependable internet connection, structured workspace, proactive work habits, and the ability to work autonomously.

Benefits