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Part-time Virtual Assistant/Appointment Setter

Role overview

Qualifications

  • Tech-savvy with experience using Microsoft Teams and Outlook
  • Excellent written and spoken English
  • Strong communication skills
  • Prior experience as a receptionist, scheduler, or virtual assistant is a plus

Responsibilities

  • Scheduling and Calendar Management, including coordinating and booking appointments
  • Handle client scheduling queries and communicate effectively with clients
  • Prepare meeting agendas and follow up to ensure clients are ready
  • Maintain accurate client records and manage onboarding admin tasks

Key facts

Other skills

  • Scheduling
  • Microsoft Outlook
  • Communication
  • Social Skills
  • Organizational Skills
  • Reliability
  • Punctuality

About the company

WizeTalent logo

WizeTalent

Staffing & Recruiting

As a globally recognised recruiter, we help accounting and bookkeeping firms find, hire, and train great staff, saving them thousands of dollars in mis-hiring costs and recruitment fees. With our expertise in hiring and recruiting, we have developed and implemented a proven step-by-step process that ensures the best fit for both candidates and employers. We are passionate about connecting talented and motivated professionals with accounting and bookkeeping firms that value their contribution and allow them to shine. We also provide mentoring and coaching to employers, helping them hire the Wize Way. Our goal is to create a win-win situation for everyone involved, and to foster a culture of excellence, trust, and collaboration in the accounting and bookkeeping industry.

Company details

Company typeTPE
IndustryStaffing & Recruiting
Company size11 - 50

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Job description

About WizeMentoring

WizeMentoring supports accounting and bookkeeping firm owners around the world to build high-performing, profitable businesses. Through proven systems and expert mentoring, we help our clients improve efficiency, strengthen leadership and achieve long-term sustainable growth. With over 20 staff in 9 different countries, we are growing rapidly and are looking for our next star team member!

Visit our website to learn more: https://www.wizementoring.com/

Job Overview

We are looking for a reliable, well-organised Virtual Assistant / Appointment Setter to manage appointments and scheduling for clients. This is a part-time position ideal for someone who wants meaningful, flexible work that fits around other commitments.

You'll essentially act as Samee (Samantha Regalado, our WizeGrowth & Advisory Success Specialist), with inbox and calendar access to manage meetings and communicate with clients on her behalf. Keeping every interaction professional, prompt, and personable.

Why Join WizeMentoring

  • Hourly rate: PHP 300 - 450
  • Flexible, part-time hours (averaging 1 hour/day, up to a maximum of 10 hours/week, across 5 days/week)
  • 100% remote work from home
  • Supportive and forward-thinking leadership team
  • Opportunity to build long-term

Your Role

As a dedicated assistant/appointment setter, your focus will be managing the scheduling process and attending to queries for all WizeGrowth and WizeAdvisory clients. As such, a warm, professional, and clear communication style is essential, ensuring every interaction feels prompt and personable.

Reports to Samee (Samantha Regalado)

Key Responsibilities

Scheduling & Calendar Management

  • Coordinate and book appointments for clients via Outlook and Zoom, avoiding scheduling conflicts
  • Confirm, reschedule, and follow up on appointments promptly
  • Send appointment reminders and confirmations to clients
  • Flag any scheduling issues or conflicts to Samee proactively

Client Communication

  • Handle client scheduling queries with prompt, professional responses
  • Communicate with clients via Microsoft Teams, email, and/or phone with a professional, friendly tone

Meeting Preparation & Follow-Up

  • Help prepare agendas, links, and materials, and follow up to ensure clients are ready ahead of meetings
  • Save, organise, and file meeting recordings and notes after each session

Client Records & Onboarding

  • Keep client records clean, accurate, and up to date, flagging any gaps to Samee
  • Manage onboarding admin tasks and flag missing info or outstanding items to Samee

Task Tracking & Support

  • Track outstanding client tasks and escalate anything needing Samee's attention
  • Assist Samee with ad-hoc tasks as needed
  • Tech-savvy, with confident, hands-on experience using Microsoft Teams and Outlook
  • Excellent written and spoken English, with strong communication skills
  • Good interpersonal skills and a warm, professional client-facing manner
  • Highly organised, reliable and punctual
  • Comfortable working independently in a remote, part-time capacity
  • Prior experience as a receptionist, scheduler, or virtual assistant is a plus

Our Ideal Candidate

  • Tech-savvy, with confident, hands-on experience using Microsoft Teams and Outlook
  • Excellent written and spoken English, with strong communication skills
  • Good interpersonal skills and a warm, professional client-facing manner
  • Highly organised, reliable and punctual
  • Comfortable working independently in a remote, part-time capacity
  • Prior experience as a receptionist, scheduler, or virtual assistant is a plus

When you join WizeMentoring, you're not just getting a job. You're joining a fast-moving, impact-driven remote team that values ownership, excellence, and growth. Apply Today!

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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