Operations Associate -Part Time (US Accounting Firm, WFH)

As an Operations Associate at ConnectOS, your primary responsibilities include managing multiple team email inboxes, ensuring prompt communication, and organizing client records across various platforms. You'll also track open client items, prepare engagement letters, and assist with data entry, ensuring that all aspects of operations run seamlessly while supporting client engagements efficiently.

For the Operations Associate role at ConnectOS, essential skills include strong written and spoken English proficiency, excellent organizational capabilities, and familiarity with Google Workspace and Excel. Also, being proactive, detail-oriented, and dependable are key traits, ensuring you can manage tasks independently and collaborate effectively with the team.

While it's essential to have experience with remote work and handling sensitive data, candidates with a background in executive assistance or prior experience in client support are especially encouraged to apply for the Operations Associate role at ConnectOS. Familiarity with accounting firms and relevant tools like QuickBooks or KarbonHQ is a bonus!

The Operations Associate position at ConnectOS offers a part-time schedule of four hours a day, anytime between 9:00 PM - 6:00 AM PHT, allowing for flexibility while ensuring overlap with US client hours. This structure helps you maintain a work-life balance while contributing effectively to the team.

ConnectOS is recognized as a top-rated employer in the Philippines, certified as a Great Place to Work. We prioritize our employees' well-being and create an inclusive culture that values diversity. As an Operations Associate, you'll be part of a dynamic team where your contributions are valued, and you’ll have opportunities for growth.

Start by assessing the urgency and importance of each email. Use flags and categories to organize them based on deadlines or client needs. Communicate with your team about which tasks require immediate attention, ensuring nothing is overlooked.

In my previous roles, I utilized Google Workspace for collaborative project management, creating shared documents and spreadsheets. I have a strong grasp of Excel for data analysis, utilizing formulas, pivot tables, and charts to produce insightful reports.

I employ a combination of digital task lists and calendar reminders to keep my work organized. Tools like project management software help track progress on different tasks, allowing me to stay aligned with team objectives and deadlines.

Handling sensitive data involves following strict protocols, including data encryption and limited access controls. I ensure confidentiality by remaining aware of data handling policies and regularly training myself on best practices.

An Operations Associate should be detail-oriented, proactive, and have excellent communication skills. The ability to work independently and adapt to changing priorities is crucial, as is a willingness to collaborate with team members to ensure operational success.

While working remotely, I faced challenges with communication across time zones. I overcame this by setting clear expectations with colleagues, establishing regular check-ins, and utilizing collaborative tools to bridge the gap, ensuring continuous progress on projects.

I'm drawn to ConnectOS for its reputation as a top employer and its emphasis on employee growth and satisfaction. The dynamic nature of working in a professional services firm excites me, and I believe my skills align well with the role's requirements.

I prioritize client queries based on urgency and follow a system to track open items. Setting reminders and utilizing templated responses can speed up the process, ensuring clients receive timely updates while maintaining the personal touch in communication.

In my last position, I created standard operating procedures (SOPs) for various tasks. This involved mapping out each step, creating checklists, and compiling relevant resources to ensure team members had easy access to detailed instructions for consistency.

I typically utilize project management tools like Trello or Asana to track progress and assign tasks. Additionally, I integrate calendar tools to sync deadlines, helping the team stay organized and accountable across various projects.