Virtual Assistant (Operations Coordinator)

Beacon Wealth Advisory Corp. (BWAC) is a financial services firm based in Metro Manila, Philippines.

Driven by its mission to “help Filipinos gain clarity, confidence, and peace through responsible financial stewardship—one individual, one family at a time,” BWAC delivers Personalized Financial Guidance to mid-career Filipino professionals who feel financially scattered and lack coordinated execution, helping them gain peace and confidence that their finances are working together toward the life they want.

We’re looking for a team member who can fulfill the role of Virtual Assistant - Operations Coordinator (OpCo).

The OpCo’s mission is to own the operational execution of the Beacon client journey so clients move smoothly through onboarding and implementation while financial planners focus on delivering thoughtful advice and deepening client relationships.

The following are the role’s key responsibilities:

I. Client Onboarding & Account Setup

Support a smooth and professional onboarding experience by:

• Preparing engagement documents and coordinating their completion.
• Assisting clients with account setup and administrative requirements.
• Setting up and maintaining client workspaces and records.

II. Financial Planning & Service Delivery Support

Support the delivery of personalized financial guidance by:

• Preparing client files, reports, and meeting materials.
• Coordinating client information, follow-ups, and service requests.
• Scheduling meetings and managing client communications.
• Maintaining accurate client records and workflow pipelines.

III. Administrative Support

Provide administrative support that enables efficient execution by leadership by:

• Coordinating operational tasks and special projects.
• Supporting internal team workflows and day-to-day administration.
• Performing other administrative duties as assigned.

The OpCo position is full-time and primarily work-from-home. The OpCo will need to be available on Mondays to Fridays, between 10:00 AM and 7:00 PM, to respond to Planner and client requests, but will have time flexibility for task completion as long as they deliver their duties faithfully and fulfill their responsibilities excellently.

The OpCo will also need to attend our Quarterly Strategic Review meeting at our Ortigas office once a quarter, so it's preferred that they be based in Metro Manila or nearby provinces.

We’re looking for someone who has these qualities (most important first):
1. Excellent in spoken and written English, with the confidence and professionalism to communicate clearly, courteously, and responsively with clients and team members.
2. Highly organized and attentive to detail, able to manage multiple responsibilities while keeping schedules, information, documents, and client work accurate and in order.
3. Dependable and ownership-oriented, taking initiative, following through on commitments, and seeing responsibilities through to completion with minimal supervision.
4. Strong at coordination, able to keep clients, financial planners, and team members aligned so work continues moving smoothly.
5. Service-oriented and resourceful, genuinely enjoying helping others while exercising sound judgment and finding practical ways to resolve issues.
6. Humble, adaptable, and coachable, welcoming feedback and others’ ideas while remaining composed and adjusting effectively when priorities or circumstances change.

If you’re interested, email us at ---------- the subject line please write “Detail-Oriented Pro from (insert your city/town) interested in Operations Coordinator position”.

In the body, please write us a 14-sentence email including:
A three-sentence opening salutation that says: “Hi! My name is _____, I’m a detail-oriented pro, am comfortable with technology, and love checklists. I’d like to apply for the job you posted on [JOB POST PLATFORM]”
Reason #1 why you think this job is a fit for you (black font, Courier/Fixed Width, 3 sentences).
Reason #2 why you think this job is a fit for you (blue font, Verdana, 3 sentences).
Reason #3 why you think this job is a fit for you (red font, Courier/Fixed Width, 3 sentences).
A two-sentence closing salutation including your name, email address, and mobile number.

Note: Please do NOT attach a resumé; if you are shortlisted, we may ask for one later.

We know the right applicant will really like this job. Maybe it’s you?

Regards,
BWAC Careers