Posts

How a Remote Admin Assistant Keeps Your CRM Clean (and Your Sales Team Selling)

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  Nadia’s sales team had a running joke: “Which version of the client do you want?” Their biggest customer appeared in the CRM three times, under three spellings, with three different phone numbers. One rep sent a renewal quote to a contact who had left the company eight months earlier. Another called the client’s CFO on the same day a colleague did. The client noticed. (Nadia is a blend of real situations.) A CRM (customer relationship management system) only works when the data inside it is accurate. Keeping it that way is admin work, and it’s one of the best tasks to hand to a remote administrative assistant. Why Does CRM Data Get Messy? Even good teams end up with messy CRMs. Common causes: Duplicate records: two reps add the same contact. Inconsistent formats: “USA,” “U.S.” and “United States” all appear in the same field. Missing fields: reps skip details when they’re busy. Data decay: people change jobs, phone numbers, and email addresses. Records that were right last year a...

A Day in the Life of a Filipino Executive Assistant Supporting a US Founder

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  At 7:45 p.m. on a Tuesday in Quezon City, Mae finishes dinner with her family, checks that her UPS shows a full charge, and opens her laptop. Across the Pacific, it’s 7:45 a.m. in New York, and Jordan, the founder of a fast-growing coffee subscription company, is still making breakfast. By the time Jordan sits down at 9 a.m., Mae has cleared the overnight inbox, moved two meetings, and left a one-page brief at the top of the shared handoff document. (Mae and Jordan are an example we use to show how a Filipino EA’s shift works in practice. The schedule, tools, and tasks reflect a typical setup.) This article walks through a full working day, hour by hour. For hiring, pay, and labor law, see our complete guide to hiring an executive assistant in the Philippines . What Hours Does a Filipino EA Work for a US Client? The Philippines runs on Philippine Standard Time (UTC+8) and doesn’t observe daylight saving time. During US daylight saving time, New York sits 12 hours behind Manila. J...

The Client Review Recap Email: What to Send Within 24 Hours (With a Template)

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  Picture Dana, an advisor in Denver. She just wrapped a great review with the Okafors. They agreed to bump their 401(k) contributions, update a beneficiary, and book a call with an estate attorney. Everyone left smiling. Three weeks later, Mr. Okafor calls. “Remind me, were we supposed to send you something?” Nobody sent a recap. The beneficiary form never got signed. The estate attorney call never happened. The meeting went great, and the follow-through fell apart. The recap email fixes that. It takes ten minutes to write, and it does more work than any slide in your review packet. Why Does a Recap Email Matter So Much After a Client Review? Clients forget fast. German psychologist Hermann Ebbinghaus mapped this in 1885 with his forgetting curve. In his experiments, memory of new material dropped sharply within the first day, then leveled off. Your client’s memory of a 60-minute review works the same way. By tomorrow, they remember the mood and one or two numbers. The action item...

Working With a Filipino Executive Assistant: Culture, Communication, and Trust

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Rachel, a marketing agency owner in Chicago, sent her new executive assistant a quick note late on a Friday: “This report is wrong. Redo it.” Then she logged off for the weekend. Carlo, her EA in Quezon City, read the message at the start of his shift. He redid the report twice without asking what was wrong. On Monday, Rachel asked if he could also finish a client deck by Tuesday. Carlo said, “Yes, po.” He knew he couldn’t. The deck arrived Thursday. Rachel thought Carlo was careless. Carlo thought Rachel was angry with him. Neither was true. (Rachel and Carlo are an example we use to show a common misunderstanding between Western executives and Filipino EAs.) This article explains the cultural patterns behind moments like these and gives you simple ways to build trust with your EA. For hiring models, pay, and labor law, see our complete guide to hiring an executive assistant in the Philippines . How Is Filipino Workplace Culture Different From US Culture? Geert Hofstede’s cultural dim...

How to Write a Job Post for a Filipino Executive Assistant (With a Free Template)

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Tom, a real estate investor in Phoenix, posted his first job ad on OnlineJobs.ph on a Sunday night. It read: “Looking for a VA who can do everything. Must be a rockstar. Flexible hours. Salary negotiable.” By Wednesday, he had 312 applications. Most looked the same. Many had pasted in a template cover letter. After two evenings of reading, Tom still couldn’t tell who could actually run his calendar and chase his contractors. He rewrote the post with a clear role, set hours, a stated pay range, and a small task built into the application. The second post drew 41 applications, and six of them stood out. He hired one of those six within two weeks. (Tom’s story is an example we use to show how job post choices change your applicant pool.) This guide shows you how to write that second post. For the bigger picture on pay levels, hiring models, and labor law, read our complete guide to hiring an executive assistant in the Philippines . Why Do Generic Job Posts Attract the Wrong Candidates? A ...

Where Role Confusion Becomes a Liability: Legal Support Staff and the Unauthorized Practice of Law

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  Most law firms think of role confusion as an efficiency problem. It is often a compliance problem, and the stakes are higher than a missed deadline or a duplicated task. When a legal executive assistant and a paralegal share blurred job descriptions, the risk is not just wasted time. It is the unauthorized practice of law, and the attorney supervising that staff carries the professional consequences. What the Rules Actually Say The American Bar Association’s Model Rule 5.3, addressing responsibilities regarding nonlawyer assistants, requires lawyers to take reasonable steps to ensure that nonlawyer staff conduct themselves in a way compatible with the professional obligations that govern the lawyer directly. This is not a suggestion. A lawyer can face an ethics investigation and disciplinary action based on the conduct of nonlawyers they employ, including situations where a paralegal or assistant crosses into unauthorized legal practice. ABA Opinion 316 draws the boundary with mo...

How to Write a Resume That Actually Gets You an Interview for a Remote Executive Assistant Role

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A candidate with eight years of solid executive support experience applied to eleven remote EA postings over two months and heard back from exactly one. Frustrated, she rewrote her resume with help from someone who’d hired for the role before, targeting the same eleven-style postings the following month. She landed four interviews and an offer within three weeks. Her experience hadn’t changed. The document representing it had. That gap is common enough to be measurable. People who never tailor their resume to a specific posting are three times more likely to receive zero interview invitations than people who customize it for each application, 20.5% versus 6.4%. For remote roles specifically, that customization matters even more, because remote postings draw larger applicant pools than on-site equivalents; no commute and no relocation barrier means anyone anywhere can apply, so a generic resume is competing against a bigger stack than it would for a local, in-office role. Understand wha...