Executive Assistant / Appointment Setter (Night Shift – U.S. Time | Integrity + Accuracy Required)

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: TYPE OF WORK

Full Time

: SALARY

Starting at US $850–$900/month, with performance-based increases up to US $1,000/month and bonuses for accuracy, reliability, and qualified appointment conversions.

: HOURS PER WEEK

40

: DATE UPDATED

Oct 18, 2025

JOB OVERVIEW

Executive Assistant / Appointment Setter (Night Shift – U.S. Time | Full-Time, Long-Term | Integrity + Accuracy Required)

Company: Boatswain CPA PLLC
Location: Remote – Philippines
Schedule: 8:00 AM – 5:00 PM Eastern Standard Time (8:00 PM – 5:00 AM Philippine Time)
Type: Full-Time • Long-Term • Includes a 3-Week Paid Trial Period

About Boatswain CPA

Boatswain CPA PLLC is a U.S.-based accounting and tax strategy firm that helps physicians, business owners, and investors legally reduce taxes and build wealth.
We run a high-performance virtual environment where integrity, reliability, great English communication, and accuracy are non-negotiable.

Position Overview

We’re looking for a highly dependable Executive Assistant to manage daily operations, call and qualify new leads, coordinate meetings, and maintain reporting and documentation in Google Sheets.
This is a client-facing, full-time position that demands precision, professionalism, and proactive ownership.

*Key Responsibilities
Executive & Administrative Support
Manage the Founder’s calendar — confirm and coordinate meetings accurately.
Prepare meeting action trackers and ensure follow-ups are completed.
Track and update project deliverables in Google Sheets and firm dashboards.
Manage email inboxes — respond professionally, flag priorities, and ensure follow-through.
Provide concise daily summaries of key updates and pending actions.

* Lead Management & Appointment Setting
Call new leads from Facebook and the website to qualify and schedule appointments.
Follow call scripts professionally while sounding personable and confident.
Update notes, call outcomes, and lead dispositions in Google Sheets.
Follow up with no-shows and unresponsive leads consistently — no drop-offs.
Keep the appointment tracker current (scheduled, completed, rescheduled, no-shows).

* Marketing & Reporting Support
Monitor the AI calling system (outbound to leads + inbound quality) and summarize any areas for development or improvement.
Prepare daily Call Summary Reports and weekly lead/ad performance summaries.
Track campaign and source details (ad name, campaign, platform) in Google Sheets and highlight trends.

* Operations & Documentation
Create and update SOPs (Standard Operating Procedures) using Loom videos and Google Docs.
Maintain KPI trackers, weekly reports, and process logs for accountability and performance.
Document recurring workflows clearly for training and quality control.

* Client & Team Coordination
Keep meeting action items current in shared trackers.
Communicate with clients and teammates via Slack and email clearly and professionally.
Handle light research/support items (vendor lookups, contact follow-ups).
Ensure all updates are completed and reported before end of shift.

*Accuracy Standard (Please Read Carefully)
Double-check everything before submitting — spelling, dates, numbers, and formulas.
Reconcile daily reports against source data for consistency.
If unsure, ask early — never guess or leave placeholders.
Errors that could have been caught by a simple review are unacceptable.

*Qualifications
3+ years as an EA or VA (U.S. company preferred).
Lead calling, appointment setting, and Google Sheets reporting experience.
Excellent spoken and written English (client-facing).
Proficient with Google Workspace, Slack, Loom, Go High Level
Reliable power and 30 Mbps+ internet with backup.
Fully available and responsive during U.S. hours.

* Core Values (Non-Negotiable)
Integrity • Reliability • Accountability • Accuracy • Proactive Communication

* Compensation & Growth
Competitive salary (based on experience).
Bonuses for qualified appointments and accurate reporting.
Paid training and a clear growth path to Operations or Client Success Lead.
Stable, long-term role with a growing U.S. firm.

*How to Apply
Please apply directly on OnlineJobs.ph using the Apply Now button and include the following:
1. Your resume (PDF)
2. A 2-minute video describing:
?• Your appointment-setting or lead-calling experience
?• How you ensure reliability and double-check your work
?• Why integrity and proactive communication matter to you
3. Your OnlineJobs.ph profile link

*Screening Questions (Required)
Applications without complete answers or a video will not be reviewed.
Describe a time you caught an error before submitting work. What steps did you take to double-check it?
Your internet or power goes out during a shift — what exactly would you do to keep your employer informed and your work on time?
Record a 30–60 second Loom video introducing yourself (name, background, calling experience, and what integrity means to you).
Rate your accuracy and attention to detail from 1–10 and give one real example that supports your rating.

Technical setup:
?• Internet speed (upload/download Mbps)
?• Backup internet?
?• Backup power (UPS, generator, alternate location)?
?• Device specs (desktop/laptop)?

SKILL REQUIREMENT

Attention to Detail Appointment Setting Communication

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Executive Assistant / Appointment Setter (Night Shift – U.S. Time | Integrity + Accuracy Required)

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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