EXECUTIVE ASSISTANT

About the Role:

We are seeking a highly organized and proactive Executive Assistant to join our fast-growing finance broking business in Australia. This is a dynamic role where you’ll have the flexibility to support the team across various functions, including client onboarding, data entry, filing, scheduling, and much more. You’ll work directly with the lead broker, to help free up at least 10 hours per week while also supporting other brokers as the business rapidly expands. This is an excellent opportunity for someone who thrives in a fast-paced environment, is detail-oriented, and can anticipate needs before they arise.

Key Responsibilities:

Client Onboarding & Support: Manage client onboarding, liaise with clients, banks, and brokers.
Data Entry & Filing: Handle basic filing, data entry, and create templates (Word, Excel, SOPs, etc.).
Support Broker Operations: Assist with residential mortgages and admin for brokers.
Scheduling & Travel: Manage appointments, travel arrangements (twice a month), and minutes of meetings.
Marketing & Social Media: Help refresh the brand, organize business cards, templates, and graphics. Support marketing efforts and social media management.
Automation & CRM: Use tools like CRM systems, BizConnect, Adobe, Outlook, and more. Help automate tasks between Outlook and CRM (Zapier integration).
Process Improvement: Create processes to streamline daily tasks and ensure efficiency as the company continues to grow.
What We Are Looking For:

Experience in a fast-paced environment, especially within financial or brokerage settings.
Ability to create templates, manage schedules, and handle client onboarding with attention to detail.
Strong organizational skills and the ability to anticipate the client's needs and preferences.
Comfortable with CRM systems, automation tools (e.g., Zapier), and office software (Word, Excel, Teams).
Experience with marketing, branding, and social media management is a plus.
A proactive, action-oriented mindset, willing to give opinions and keep the client accountable.
AI knowledge is a bonus, as we explore new tools for efficiency.
Not afraid to take charge, with experience managing multiple tasks and priorities.

Monthly Salary: PHP 45,000

Apply through this link: docs.google.com/forms/d/e/1FAIpQLSeyNzyURUr1Nq5Rm2F7H_7QNqTSTx3Y1dOp2xOylSiuP_xrIA/viewform