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Executive Assistant (004 - 0657)

Roles & Responsibilities

  • Proven experience as an Executive Assistant, Virtual Assistant, or similar administrative role
  • Excellent written and verbal English communication skills
  • Strong organizational and time management abilities
  • Proficiency with productivity tools (Google Workspace, Microsoft Office, project management tools)

Requirements:

  • Manage and coordinate the executive’s calendar, appointments, and scheduling priorities; act as a gatekeeper to optimize the executive’s time and focus
  • Support internal workflow management and maintain SOPs and internal documentation; assist in improving operational processes
  • Review, format, and manage business documents; assist with documentation related to financial planning workflows and related admin tasks
  • Coordinate with internal teams to track tasks, deadlines, and deliverables, ensuring smooth communication and project progress

Job description

​​Looking for Philippines-based candidates

Job Role: Executive Assistant

Compensation range: $2,000 AUD / Monthly

Engagement type: Independent Contractor Agreement

Work Schedule: This role is expected to align with the AU business hours (approx. 8:30 AM - 5 PM, Monday to Friday, New South Wales time) for collaboration, but as a contractor, you’ll have flexibility in how you manage your time.

Who We Are: At Hunt St, we help Australian companies hire top remote talent in the Philippines. For this role, you will be engaged directly by the client as an independent contractor. We are not an outsourcing agency. All of our roles are 100% remote so you'll be able to work from home.

Who The Client Is: The client is a boutique financial advisory firm dedicated to helping individuals, families, and business owners achieve financial confidence through thoughtful, tailored strategies. Their approach goes beyond numbers — they focus on understanding each client’s goals, lifestyle, and values to create plans that genuinely support long-term stability and peace of mind.

With a team of experienced professionals, they provide holistic financial guidance covering investments, insurance, cash flow management, retirement planning, and wealth protection. What sets them apart is their genuine commitment to building lasting relationships, offering practical advice in plain language rather than financial jargon.

They pride themselves on integrity, transparency, and care, ensuring every client feels informed and supported at every step. Whether it’s planning for the future or navigating life’s financial changes, the client strives to make managing money simple, empowering, and stress-free.

Role Overview: We are seeking a highly organized and proactive Executive Assistant to support the day-to-day operations of a growing financial planning business. This role will act as a key support partner to the executive, helping manage schedules, streamline workflows, and coordinate internal processes so leadership can focus on business growth and strategic initiatives.

The ideal candidate is detail-oriented, highly autonomous, and an excellent communicator who can confidently manage multiple administrative and operational tasks. While experience in the financial planning industry is not required, familiarity with financial documentation or compliance-related administration is considered a strong advantage.

Key Responsibilities: 

Executive Support & Time Management

  • Manage and coordinate the executive’s calendar, appointments, and scheduling priorities
  • Act as a gatekeeper and buffer to help optimize the executive’s time and focus
  • Assist with organizing meetings, preparing agendas, and tracking follow-ups

Workflow & Process Management

  • Support internal workflow management to ensure tasks and projects stay on track
  • Organize and maintain Standard Operating Procedures (SOPs) and internal documentation
  • Assist in improving operational processes and maintaining structured systems

Document & Administrative Support

  • Review, organize, and format business documents and internal materials
  • Assist with preparing and managing documentation related to business operations
  • Support administrative tasks related to financial planning workflows when needed

Internal Coordination

  • Coordinate with internal team members to ensure smooth communication and project progress
  • Help track tasks, deadlines, and deliverables across the business

Light Social Media Support

  • Assist with scheduling social media posts across platforms
  • Manage basic content organization and updates
  • Support simple graphic or visual content preparation when required

Requirements

  • Proven experience as an Executive Assistant, Virtual Assistant, or similar administrative role
  • Excellent written and verbal English communication skills
  • Strong organizational and time management abilities
  • Ability to work independently with minimal supervision
  • High attention to detail and strong problem-solving skills
  • Experience managing calendars, workflows, and documentation systems
  • Proficiency with common productivity tools (Google Workspace, Microsoft Office, project management tools, etc.)

Nice to Have

  • Exposure to financial planning documentation or compliance-related administration
  • Familiarity with ASIC-related processes or financial services documentation
  • Basic experience with social media scheduling tools or simple graphic design platforms (e.g., Canva)

Work Arrangement & Expectations:

This is a remote role that will be set up as an independent contractor engagement.

To ensure alignment and transparency, successful candidates will be expected to:

  • Disclose any existing ongoing roles or client work
  • Reflect this engagement on their LinkedIn profile (clearly marked as “Independent Contractor”)

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