Looking for Philippines-based candidates
Job Role: Personal Assistant to the Director
Compensation range: $1,500 AUD/month
Engagement type: Independent Contractor Agreement
Work Schedule: This role is expected to align with the AU business hours (approx. 9 AM - 5 PM, Monday to Friday) 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
A client-focused financial advisory firm dedicated to helping individuals and families build long-term financial confidence through tailored guidance and strategic planning. The organisation specialises in delivering personalised wealth and financial planning solutions designed to simplify complex financial decisions, support future growth, and create lasting financial security. With a strong emphasis on trust, clarity, and client empowerment, the team works closely with clients to develop practical strategies aligned with their personal and financial goals.
Role Overview
We are seeking a highly organised, proactive, and tech-savvy Virtual Personal Assistant to support a boutique Australian financial planning business. This role is critical in managing day-to-day operational, administrative, and client service tasks, enabling the Director to focus on strategic work and client relationships.
The ideal candidate will act as a trusted right-hand support person, managing workflows, improving efficiency, and ensuring high-quality client experiences. This is a remote role based in the Philippines, working closely with an Australia-based business owner.
Key Responsibilities:
Executive & Administrative Support
- Manage calendar, scheduling, and meeting coordination across time zones
- Draft, format, and proofread professional correspondence and documents
- Handle inbox triage, prioritisation, and responses where appropriate
- Maintain task lists, reminders, and follow-ups for the Director
Client Service & Workflow Support
- Assist with client onboarding and ongoing service processes
- Prepare meeting packs, file notes, and post-meeting follow-ups
- Maintain CRM systems (e.g. Intelliflo) with accurate and up-to-date information
- Coordinate documentation and digital file management
Systems & Process Management
- Support and improve internal workflows using digital tools and AI platforms
- Assist in maintaining process checklists, SOPs, and templates
- Ensure consistency in data entry, compliance documentation, and record keeping
Communications Support
- Support email communications and newsletters where required
General Business Support
- Ad hoc administrative and operational support
- Research tasks and data gathering
- Light project coordination
Requirements
Must-Have Skills & Experience
- Proven experience as a Virtual Assistant, Executive Assistant, or similar role
- Exceptional organisational and time management skills
- Strong written and verbal English communication skills
- High attention to detail and accuracy
- Experience working with cloud-based systems and Microsoft Office (especially Outlook, Word, Excel, Teams and Copilot)
- Ability to manage multiple priorities independently and meet deadlines
- Strong understanding of professional communication standards
Nice-to-Have Skills
- Experience supporting financial planning, wealth management, or professional services businesses
- Familiarity with CRM systems (e.g. Intelliflo or similar)
- Experience using AI tools, automation platforms, or workflow systems
- Social media management or content creation experience
- Knowledge of Australian business practices or financial services environment
Ideal Candidate Profile
- Highly reliable, trustworthy, and discreet with sensitive information
- Proactive and solutions-focused, able to anticipate needs
- Comfortable working independently while staying closely aligned with business priorities
- Process-oriented with a passion for efficiency and continuous improvement
- Technologically confident and eager to adopt new tools
- Able to build a strong working relationship with the Director and become an integral part of the business - think of this as a career, not a job!
Success in This Role Looks Like
- The Director’s time is freed up for high-value activities
- Client service processes run smoothly and consistently
- Tasks are completed accurately, on time, and with minimal supervision
- Systems and workflows are continuously improving
- Communication is clear, professional, and proactive
- The Director has trust in you, translating into a role for decades to come
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”)
