Operations & Administration Assistant at Payreto

Makati, Metro Manila, Philippines -

Full Time

Start Date

Immediate

Expiry Date

18 Sep, 26

Salary

0.0

Posted On

20 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Contract Management, Data Analysis, Workflow Automation, Process Improvement, Executive Reporting, Client Database Management, KPI Monitoring, Capacity Planning, Microsoft Office Suite, Google Workspace, Stakeholder Management, Documentation, Time Management, Problem Solving, Communication Skills, Emotional Intelligence

Industry

Financial Services

Description

WHAT WE OFFER Competitive Salary Packages Professional Development Opportunities Hybrid Work Setup Equipment Provided Day 1 HMO Life Insurance POSITION OVERVIEW This position works with company executives regarding duties such as process improvement opportunities, companies’ performance status, and new or enhanced reporting needs. The assistant uses this knowledge to develop and recommend appropriate procedures based on company needs and priorities. This role acts as a liaison for departments such as Accounting, Human Resources, and Information Technology for the Operations team and is also responsible for generating high-level and detailed documentation, including contract management, process flow charts, and end-user documentation. This role must understand both the overall business objectives and the day-to-day business processes and design options to meet these needs. WHAT WOULD YOU DO? Maintains and updates the Client database and reports. Manages Client contracts. Prepares, organizes, and maintains contract records, files, and documents, and tracks contract status and compliance. Acts as a point of contact in terms of contract management of all existing and active client contracts Mediates the Client handover between Service Delivery and Sales. Acts as a main contact for Client billing and collections. Acts as a main point of contact for all Departments: Finance, Legal, Sales and Product Management. Prepares Service Delivery presentations by analyzing, compiling data, and developing presentation materials. Assists in Service Delivery capacity planning Monitors and ensures that the workflow of internal work processes involving Service Delivery is done accordingly. Responsible for monitoring the team's KPIs as assigned by the Management Responsible for ensuring Payreto’s 100% compliance in delivering outputs to Clients. Assists in standardizing documents and procedures. Assists in the implementation of Payreto or Client projects. Additional Duties: Provides updates to department heads/managers Accomplishes other tasks as may be assigned by the immediate supervisor/manager WHAT SHOULD YOU HAVE? Bachelor’s degree in Finance, Accountancy, Business Analytics, Information Management, or any related field At least 3 years of experience in an administrative role, ideally supporting executive-level functions, including scheduling, preparing meeting minutes, performing data analysis and managing operational communications. Experience in consolidating raw data from various departments into clear, actionable insights, as well as developing executive dashboards and briefing materials. Workflow automation experience involving the identification of repetitive manual tasks (such as data entry, meeting scheduling, and expense tracking) and the implementation of automated solutions using tools like Zapier, Make, or Power Automate. Mastery of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and Google Workspace (Docs, Sheets, Slides, Drive) is required. Strong written and verbal communication skills. Excellent time management and multitasking skills. Strong attention to detail, with excellent problem-solving skills and the ability to adapt to changing priorities. Demonstrates discretion, maintains confidentiality, and applies emotional intelligence when handling sensitive matters.

Responsibilities

The role supports company executives by improving processes, managing client contracts, and acting as a liaison between various departments. It involves generating high-level documentation, monitoring KPIs, and ensuring compliance in service delivery outputs.