Operations Assistant: CRM, Automation & Content Support

Remote - Philippines - Full-Time - Monday-Friday - 8:00 AM-4:00 PM U.S. Eastern Time

About the Role: Advisor Tech Partners helps financial advisory firms improve their CRM systems, workflows, automations, scheduling tools, and client service processes.

We are looking for a reliable, organized, and tech-comfortable Operations Assistant based in the Philippines to help support our owners, advisors, internal operations, CRM tasks, automations, documentation, and YouTube/content workflow.

You do not need to already know every tool listed in this post. We are happy to train the right person.

The most important qualities we are looking for are listed below.
- Excellent written English
- Strong attention to detail
- Reliability
- Organization
- Willingness to learn
- Comfort using technology
- Ability to follow instructions
- Ability to ask good questions when something is unclear
***This is a long-term full-time role for someone who wants stability, training, clear expectations, and room to grow.

What You Will Help With: You may help with tasks such as the items below.
- Keeping CRM records, tasks, notes, and follow-ups organized
- Updating workflows and client/advisor information
- Helping with CRM cleanup and data organization
- Supporting basic automations in tools like Zapier
- Helping document processes and create simple SOPs
- Creating Loom tutorials or internal training videos
- Supporting scheduling tools like Calendly or GReminders
- Helping with YouTube publishing tasks
- Editing simple videos or coordinating video content
- Creating simple thumbnails, titles, and descriptions
- Uploading and scheduling YouTube videos
- Supporting owners and advisors with administrative and operational tasks
- Sending simple follow-up emails when needed
***You will not be expected to know everything on day one. We will train you on our systems and processes.

Tools You May Use: Experience with any of these tools is helpful, but not required for all applicants.
- Wealthbox
- Redtail CRM
- Zapier
- Calendly
- GReminders
- Google Drive
- Loom
- YouTube Studio
- Kapwing, Canva, or other simple video/design tools
- Mailchimp or email marketing tools
***Please still apply if you have used similar tools or are confident you can learn.

Who This Role Is Good For: This role may be a good fit if you are the type of person described below.
- Detail-oriented
- Organized
- Comfortable working remotely
- Good at following step-by-step processes
- Willing to learn new software
- Good at written communication
- Comfortable asking questions when needed
- Reliable with deadlines and schedules
- Interested in operations, CRM systems, automation, and content support
***We do not expect perfection. We do expect honesty, effort, careful work, and good communication.

Training Provided: We will provide training on our workflows, tools, and expectations. You do not need to already be an expert in the areas below.
- Wealthbox
- Redtail
- GReminders
- Financial advisory workflows
- Our internal CRM processes
- Our YouTube publishing process
***Experience is helpful, but being organized, coachable, and reliable is more important.

Work ScheduleThis is a full-time role.
- Schedule - Monday-Friday
- Hours - 8:00 AM-4:00 PM U.S. Eastern Time
***You must be able to consistently work this schedule.

Compensation
- Starting compensation is $800 USD per month for the first 6 months.
- After a successful 6-month performance review, compensation increases to $1,200 USD per month.
- Performance bonuses may also be available based on quality, reliability, and results.

Equipment & Internet: You should have the items below.
- A reliable computer
- Stable internet
- Backup internet if possible
- A quiet workspace for focused work and occasional calls

How to Apply: Please send the items below.
- Your resume
- A short introduction about yourself
- A brief explanation of any experience you have with admin work, CRM systems, automation tools, video editing, YouTube, or similar tools
***You do not need to have experience with everything listed. Tell us what you know, what you have done before, and what you are willing to learn.

Video Introduction: In your video, please briefly share the items below.
- Who you are and where you are located
- Your work experience
- Any tools you have used before
- Why you are interested in this role
- Your availability for Monday-Friday, 8:00 AM-4:00 PM U.S. Eastern Time

Simple Application Questions: Please answer these briefly.
Q: Are you available to work Monday-Friday, 8:00 AM-4:00 PM U.S. Eastern Time?
Q: Are you looking for a long-term full-time role?
Q: What tools or software have you used in past jobs?
Q: Have you worked with CRMs, automation tools, YouTube, video editing, or admin support before? If yes, please describe briefly.
Q: What would you do if you were given a task and did not fully understand the instructions?
Q: Why do you think you would be a good fit for this role?

Final Instruction: To show that you read the full post, please write this exact phrase at the end of your application.
“I read the full post and follow instructions carefully.”

YouTube: ----------
Website: ----------