A virtual EA and financial planner assistant

Role - A virtual EA and financial planner assistant

Starting from 40,000PHP/Month with review after probation

40 hours per week

Start – February 2025


We are an Australian financial advice practice. We are a team of six with a practice that specialises in foreign pensions for people living in Australia so offer a unique and interesting workload. Due to continued growth, we are looking for a long term candidate to grow within the business.

This role in newly created and joins a newly formed team reporting to the Head of Operations/Chief of Staff.

· Daily diary management for CEO and other planners

· Email management for CEO – response drafting and sending

· Review of client correspondence– workflow management - review, action or assign to appropriate tea ---------- mber.

· Preparation of client documents - form completion and submission

· Meeting scheduling, preparation and follow up

· Client onboarding - e.g. Setting up new client folders and entering client into CRM and setting up project

· Electronic file management and auditing/validating – OneDrive/Sharepoint

· Client tracking in CRM – updating, review, tracking and reporting

· Day to day administration as required by CEO

Key Attributes

· Keen attention to detail

· Highly organised

· Eager learner

· Strong communicator and a willingness to speak up

· Team Player


Required

· Previous experience in Administration and diary management preferably in finance, accounting or other professional services etc

· Previous experience in high paced client focused environment

· Be process orientated and keen to find a better way to do things

· Be able and willing to follow a process precisely

· Experience with Microsoft Office – particularly Outlook and OneDrive

· Basic to intermediate Word and Excel


Highly regarded

· Tertiary qualification in relevant subjects

· Specific experience in Financial Planning


You would need:

Reliable internet and backup internet

Reliable computer (at least i5 or equivalent and at least 8gb)

Headset or headphones and camera for video calls

Ability to work the majority of hours within Sydney, Australia business hours.


What we offer:

· Opportunity to grow in the current role and into other specialty areas of the business.

· A chance to see the end to end process of Financial advice in Australia.

· An open honest and transparent organisation that recognises outcomes over hours


Application

Please send your CV/Resume and cover letter via the message system outlining how your experience will be invaluable to this role. Only applications through onlinejobs will be accepted.