Operations Virtual Assistant | CRM, Onboarding & Social Media

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

: TYPE OF WORK

Part Time

: SALARY

$4

: HOURS PER WEEK

20

: DATE UPDATED

Aug 11, 2026

JOB OVERVIEW

Operations Virtual Assistant | CRM, Onboarding & Social Media

**Company:** Legacy Lane Financial
**Position:** Part-Time Virtual Operations Assistant
**Hours:** 15–20 hours per week to start
**Opportunity:** Long-term position with potential for increased hours and responsibility

## About the Role

Legacy Lane Financial is a growing tax and financial services company looking for a reliable, organized, proactive Virtual Operations Assistant to help manage our day-to-day operations.

I am looking for someone who can become my **right-hand support person** and help keep the business, team, clients, calendar, and systems organized.

You must be comfortable following up with people, keeping others on task, learning new systems, and handling confidential information.

## Key Responsibilities

**Team Onboarding & Follow-Up**

* Assist with onboarding new tax preparers and office owners
* Send onboarding information, forms, training materials, and reminders
* Track each person's onboarding progress
* Follow up with tea ---------- mbers who have incomplete tasks
* Maintain onboarding checklists and trackers
* Assist with scheduling trainings and tea ---------- etings

**CRM & Client Management**

* Enter new clients and leads into our CRM
* Maintain accurate client information and notes
* Organize and update client pipelines
* Follow up with leads and clients when instructed
* Help track missing documents and incomplete client tasks
* Maintain organized client records

**Calendar & Executive Support**

* Create and maintain an organized business calendar
* Schedule meetings, appointments, trainings, deadlines, and events
* Send reminders and confirmations
* Help organize weekly priorities
* Assist with email and administrative organization

**Systems & Operations**

* Create and maintain SOPs and checklists
* Organize Google Drive files and folders
* Maintain spreadsheets, trackers, and dashboards
* Help improve workflows and business organization
* Assist with project management

**Social Media Management**

* Maintain a social media/content calendar
* Schedule and publish approved content
* Create basic Canva graphics when needed
* Upload reels/videos and captions
* Assist with content organization
* Monitor basic comments and messages
* Help maintain consistent posting across platforms

## Ideal Candidate

You are:

* Extremely organized and detail-oriented
* Proactive and able to work without constant supervision
* A strong communicator
* Comfortable following up with people and holding them accountable
* Experienced with CRM systems or quick to learn new software
* Experienced with Google Drive, Docs, Sheets and Calendar
* Familiar with project management tools such as Notion, ClickUp, Asana or Trello
* Comfortable with Canva and social media scheduling
* Able to handle multiple projects and deadlines
* Interested in growing with a company long-term

Experience working with a **tax, accounting, bookkeeping, financial services, real estate, or professional services company** is a major plus.

## Confidentiality

This position may involve access to highly confidential client and business information.

The selected candidate will be required to sign confidentiality/NDA and data-security agreements and follow strict company security procedures.

## To Apply

Please send:

1. A brief introduction about yourself and your experience.
2. Your resume or portfolio.
3. Your hourly rate.
4. Your current weekly availability.
5. The CRM systems you've used.
6. An example of an onboarding or project-management system you've managed.
7. Your experience managing business calendars.
8. Your experience with social media management and content scheduling.
9. A 2–3 minute video introducing yourself and explaining why you would be a good fit.

**IMPORTANT:** Start your application with the word **LEGACY** so I know you read the entire job posting.

I am looking for someone who wants to become a valuable part of the team and grow with Legacy Lane Financial—not someone simply looking for occasional tasks.

SKILL REQUIREMENT

Social Media Management Administrative Management Project Management

SHARE THIS POST

Job Post	Reporter	Rank	Reason	Date

BENCHMARKS

Loading Time: Base Classes	0.0008
Controller Execution Time ( Jobseekers / Job )	0.0126
Total Execution Time	0.0139

GET DATA

No GET data exists

MEMORY USAGE

1,499,248 bytes

POST DATA

No POST data exists

URI STRING

jobseekers/job/Operations-Virtual-Assistant-CRM-Onboarding-Social-Media-1707151

CLASS/METHOD

jobseekers/job

DATABASE: onlinejobs (Jobseekers:$db) QUERIES: 13 (0.0069 seconds) (Hide)

0.0004	`SELECT * FROM exrates WHERE rate_name = 'USD-PHP'`
0.0012	SELECT * FROM `employer_jobs` WHERE `job_id` = 1707151 LIMIT 1
0.0003	SELECT * FROM `employers` WHERE `employer_id` = 964219 LIMIT 1
0.0007	SELECT COUNT(*) AS `numrows` FROM `t_thread` `t` LEFT JOIN `t_thread_misc` `misc` ON `t`.`id` = `misc`.`thread_id` WHERE `t`.`job_id` = 1707151 AND `misc`.`id` IS NULL
0.0004	SELECT e.business_name, e.logo, e.website, e.rebill_date, e.date_added member_date, hits, DATEDIFF('2026-08-19',ej.date_added) duration_days, DATEDIFF('2026-08-19',e.rebill_date) duration_rebill, ej.*, e.deactivate FROM employers e, employer_jobs ej WHERE e.employer_id = ej.employer_id AND ((e.user_level >= '500' AND ej.date_added <= e.rebill_date) OR e.employer_id = '' OR (ej.date_approved <> '2000-01-01' and DATEDIFF('2026-08-19',ej.date_added) <= 14 )) AND e.deactivate != 1 AND ej.deleted = 0 AND job_id = '1707151'
0.0003	SELECT * FROM `employer_jobs_skills` `ejs` LEFT JOIN `skills_categories` `sc` ON `ejs`.`skill_id` = `sc`.`id` WHERE `job_id` = 1707151
0.0008	`UPDATE employer_jobs SET hit_counts = '*Aug-11-2026=746Aug-12-2026=183Aug-13-2026=58Aug-14-2026=42Aug-15-2026=19Aug-16-2026=2**Aug-19-2026=1' WHERE job_id= '1707151'`
0.0007	`UPDATE employer_jobs SET monthly_hits = '***Aug-2026=1051' WHERE job_id= '1707151'`
0.0008	`SELECT date_sent FROM jobseeker_sent_emails WHERE jobseeker_id = '' AND job_id = '1707151' AND status LIKE 'sent%' ORDER BY id DESC`
0.0003	SELECT * FROM `employer_jobs_skills` `ejs` LEFT JOIN `skills_categories` `sc` ON `ejs`.`skill_id` = `sc`.`id` WHERE `job_id` = 1707151
0.0003	SELECT COUNT(*) AS `numrows` FROM `employer_jobs` WHERE `employer_id` = '964219' AND `date_added` >= '2022-06-08'
0.0003	`select * from teasers`
0.0002	`SELECT * FROM skill_categories WHERE skill_cat_id=''`

HTTP HEADERS (Show)

SESSION DATA (Show)

__ci_last_regenerate	1787171495
last_page	https://v1.stage.onlinejobs.ph/jobseekers/job/Operations-Virtual-Assistant-CRM-Onboarding-Social-Media-1707151
csrf-token	ccd5c10427f56a077e257c6570251138

CONFIG VARIABLES (Show)

base_url	https://v1.stage.onlinejobs.ph
log_threshold	2
enable_profiler
index_page
uri_protocol	PATH_INFO
url_suffix
language	english
charset	UTF-8
enable_hooks	1
subclass_prefix	MY_
composer_autoload	vendor/autoload.php
permitted_uri_chars	a-z 0-9~%.:_\=\-\+\@?\&
enable_query_strings
controller_trigger	c
function_trigger	m
directory_trigger	d
allow_get_array	1
log_path
log_file_extension
log_file_permissions	420
log_date_format	Y-m-d H:i:s
error_views_path
cache_path
cache_query_string
encryption_key	OdBUArjiWg9I7u7bvAwQ7Fu35VB1kzga
sess_driver	files
sess_cookie_name	ci_session
sess_expiration	2678400
sess_save_path
sess_match_ip
sess_time_to_update	300
sess_regenerate_destroy
cookie_prefix
cookie_domain
cookie_path	/
cookie_secure
cookie_httponly
standardize_newlines
global_xss_filtering	1
csrf_protection
csrf_token_name	csrf_test_name
csrf_cookie_name	csrf_cookie_name
csrf_expire	7200
csrf_regenerate	1
csrf_exclude_uris	Array ( )
compress_output
time_reference	local
rewrite_short_tags
proxy_ips
ojadmin	JpjZkQN5A8l@^L
salt	+UFjSAT49tPZLtmU2CIG2FYN7pRhgsWyLHgSyQa6k3I=
queue_enabled
twilio	Array ( [sid] => AC00c0594045c6eef9407e8fff01f3d467 [token] => f0bfc0b73444a077894a43f5f75e6d41 [length] => 6 [from] => +639221200200 [code_expiry_seconds] => 14400 )
maintenance	Array ( [admin] => Array ( [verification] => ) [announcement_bar] => Array ( [show_slow_issue_message] => ) )
trustpilot	Array ( [to_email] => onlinejobs.ph+3d844ebf71@invite.trustpilot.com )
services	Array ( [google_tag_manager] => Array ( [id] => GTM-T5CQMS6P ) [chatgpt] => Array ( [secret] => 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 ) [claude] => Array ( [secret] => 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 ) )
v2_url	https://v2.onlinejobs.ph
replacemyself_secret_key	Kk1WpgTMkc4wBQOqC5rqCssdLhACKrsJeTtO1ywUkT4=
app	Array ( [app] => Array ( [command] => Array ( [map] => Array ( [OnlineJobs\Mailer\Command\SendEmailCommand] => OnlineJobs\Mailer\Handler\SendEmailHandler [OnlineJobs\Mail\Command\SendEmailCommand] => OnlineJobs\Mail\Handler\SendEmailHandler [OnlineJobs\Mail\Command\QueueEmailPendingCommand] => OnlineJobs\Mail\Handler\QueueEmailPendingHandler [OnlineJobs\Mail\Command\QueueJobEmailPendingCommand] => OnlineJobs\Mail\Handler\QueueJobEmailPendingHandler [OnlineJobs\Mail\Command\QueueUnapprovedEmailCommand] => OnlineJobs\Mail\Handler\QueueUnapprovedEmailHandler [OnlineJobs\Mail\Command\ProcessEmailQueueCommand] => OnlineJobs\Mail\Handler\ProcessEmailQueueHandler [OnlineJobs\Mail\Command\PutJobseekerEmailOnHoldCommand] => OnlineJobs\Mail\Handler\PutJobseekerEmailOnHoldHandler [OnlineJobs\Purchase\Command\RealEstateVaCourseCommand] => OnlineJobs\Purchase\Handler\RealEstateVaCourseHandler [OnlineJobs\Test\Command\HelloCommand] => OnlineJobs\Test\Handler\HelloHandler ) [middleware] => Array ( ) ) [providers] => Array ( [0] => OnlineJobs\Bus\BusServiceProvider [1] => OnlineJobs\Database\DbServiceProvider [2] => OnlineJobs\Mailer\MailerServiceProvider [3] => OnlineJobs\Support\SupportServiceProvider [4] => OnlineJobs\Employer\ServiceProvider [5] => OnlineJobs\Jobseeker\ServiceProvider [6] => OnlineJobs\Mail\ServiceProvider [7] => OnlineJobs\Postal\ServiceProvider [8] => OnlineJobs\Queue\ServiceProvider [9] => OnlineJobs\Courier\ServiceProvider [10] => OnlineJobs\Job\ServiceProvider [11] => OnlineJobs\Purchase\ServiceProvider ) ) )
meta	Array ( [facebook] => Array ( [input] => 1 [connect] => 2 [timezone] => 3 [url] => 30 [id] => 31 [photo] => 32 [name] => 33 [email] => 34 [review] => 35 ) [trust] => Array ( [government_id] => 4 [utility_bill] => 5 [selfie_photo] => 6 [profile_picture] => 7 [phone_number] => 8 [facebook] => 9 ) [verify] => Array ( [profile_picture] => 10 [government_id] => 11 [selfie_photo] => 12 [utility_bill] => 13 [address] => 14 [name] => 15 [reviewed] => 16 [government_group] => 28 [address_group] => 29 [mobile] => 38 ) [address] => Array ( [complete] => 17 [room_unit_no] => 20 [house_no] => 21 [street] => 22 [subdivision] => 23 [barangay] => 24 [city] => 25 [province] => 26 [postcode] => 27 ) [reviewed] => Array ( [similar_names] => 1 ) [name] => 18 [phone] => 19 [sms_verification_code] => 36 [resend_verification_code] => 37 [address_read] => 39 [first_name] => 100 [middle_name] => 101 [last_name] => 102 [edit] => Array ( [government_id_group] => 40 [address_group] => 41 [mobile_group] => 42 ) [salary_re_entry] => 103 [id_proof_recalibrate] => 104 [email] => 44 [mobile_verification_type] => 45 )
honeypot	Array ( [name_field] => my_name [enabled] => 1 )

HTTP_ACCEPT	/
HTTP_USER_AGENT	Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)
HTTP_CONNECTION	Upgrade
SERVER_PORT	80
SERVER_NAME	v1.stage.onlinejobs.ph
REMOTE_ADDR	127.0.0.1
SERVER_SOFTWARE	Apache/2.4.58 (Ubuntu)
HTTP_ACCEPT_LANGUAGE
SCRIPT_NAME	/index.php
REQUEST_METHOD	GET
HTTP_HOST
REMOTE_HOST
CONTENT_TYPE
SERVER_PROTOCOL	HTTP/1.1
QUERY_STRING
HTTP_ACCEPT_ENCODING	gzip, br, zstd, deflate
HTTP_X_FORWARDED_FOR	216.73.216.72
HTTP_DNT

Operations Virtual Assistant | CRM, Onboarding & Social Media

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

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

Why is this blurred?