Offer summary

Qualifications:

At least 3 years of experience in executive assistance, operations, or administrative roles., Familiarity with CRM systems, investor portals, or property management software like Appfolio, Yardi, or Buildium., Proficiency with tech platforms such as Notion, Discord, Google Workspace, and project management tools., Excellent written and verbal communication skills. .

Key responsibilities:

Manage complex calendars and prioritize meetings for executives.

Support investor onboarding and maintain investor records.

Coordinate travel, events, and internal logistics.

Assist with project management, SOPs, KPIs, and light property management tasks.

Job description

Salary: P60,000 P70,000 (monthly package)
Schedule: Monday Friday (1:00 AM to 10:00 AM PHT)

What are we looking for?

Skills Required:

3+ years of experience in an executive assistant, operations, or admin role

Experience or familiarity with CRM systems, investor portals, or property management software (Appfolio, Yardi, Buildium – a plus)

Comfortable using tech platforms like Notion, Discord, Google Workspace, project management tools Background in private equity, real estate, or investment management Excellent written and verbal communication skills

Nice to have:
Bilingual (EnglishChinese) preferred but not required
What will you do?
Executive Support

Manage complex calendars and prioritize highimpact meeting

Attend select meetings, take notes, and ensure followups are tracked and completed

Coordinate travel, events, and investorrelated logistics

Act as liaison between departments and senior leadership

Draft, filter, and manage executivelevel communications

Client & Investor Operations

Support investor onboarding: coordinate documents, system setup (e.g., Cash Flow Portal), and communication

Track and maintain investor records, distributions, and account updates

Ensure timely and professional responses to investor inquiries

Assist in drafting and distributing investor updates and reports

Project & Operations Management

Maintain and organize Notion task boards and internal trackers

Coordinate crossdepartmental followups to ensure alignment on priorities

Assist with planning and implementation of SOPs, KPIs, and internal projects

Provide light operational support to property management as needed (e.g., coordinating vendor schedules, lease tracking, managing followups)

Join the awesome team and enjoy these benefits & perks:

WFH

Medical, Dental Coverage and Life insurance from day 1 of employment

Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)

Competitive salary package and annual appraisal

Financial Assistance Program

Mandatory Government Benefits and 13th Month Pay

Regular Company Events, Work Life Balance, and Career growth opportunities

JOIN CONNECTOS NOW!
ConnectOS is certified as a Great Place to Work and is a toprated Philippines employer of choice.

Our Client is an investment and real estate consulting firm, is committed to fostering financial empowerment for clients. They are founded on the principle of guiding our clients toward generational wealth prosperity, providing the necessary resources and support to navigate through the complexities of the investment and real estate sectors. They go beyond being advisors; they your partners in achieving financial success.
#ConnectOSCareers #JoinConnectOS

Equal Employment Statement
Employment decisions at ConnectOS will be conducted without consideration of factors such as age, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.