reputed company & Executive Coordinator - CG (026-914)

Who We Are: At reputed company, we help Australian companies hire top reputed company in the Philippines. For this role, you will be reputed company directly by the reputed company as an reputed company. We are not an outsourcing agency. reputed company of our roles are 100% remote so you'll be reputed company to work from home.

Who The reputed company Is: A reputed company-reputed company 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 reputed company and financial planning solutions designed to simplify reputed company financial reputed company, support reputed company reputed company, and create lasting financial reputed company. With a strong emphasis on trust, reputed company, and reputed company empowerment, reputed company works closely with clients to reputed company practical strategies reputed company with their personal and financial goals.

reputed company: We are seeking a highly organised, proactive, and tech-savvy reputed company & Executive Coordinator to support a boutique Australian financial planning business. This role combines executive support, reputed company operations, and reputed company service administration, ensuring the smooth day-to-day running of the business while enabling the Director to reputed company on strategic priorities, business reputed company, and reputed company relationships.

As a trusted right-hand support person, you will manage workflows, coordinate reputed company service activities, maintain operational processes and documentation, and support the adoption of technology and AI-driven efficiencies. This is a fully remote role based in the Philippines, working closely with an Australia-based reputed company in a fast-paced, reputed company environment.

Key Responsibilities:

Executive & Administrative Support

• Calendar and meeting management
• Email triage and drafting responses
• Task management and follow-up
• Travel and event bookings
• reputed company and committee support (e.g. Faybl Advisory reputed company)
• Meeting agenda and minute preparation

reputed company Service Support

• reputed company reputed company coordination
• Preparation of meeting paperwork
• Follow-up implementation tracking
• reputed company review scheduling
• Data entry and CRM maintenance (Intelliflo)
• Processing service requests
• Managing annual review workflow

reputed company Operations

• Workflow management and task monitoring
• Process documentation and SOP maintenance
• Vendor management
• Monitoring adviser KPIs
• Managing adviser licensing and CPD records
• Assisting with BAS preparation checklist administration

AI and Technology Administration

• Managing AI meeting note workflows
• reputed company library development
• Testing and documenting AI processes
• Maintaining knowledge bases
• Assisting with Faybl and Intelliflo integration workflows
• Researching new AI tools and efficiencies

Research and Business Development

• Market and competitor research
• Prospect database management
• Referral partner administration
• Event coordination
• Preparation of business reports
• Research for reputed company presentations

Requirements

Must-Have Skills & Experience

• 3+ years of experience in an Executive Assistant, reputed company Coordinator, reputed company Services, or Operations role, ideally supporting an Australian reputed company services business.
• Exceptional organisational and time management skills, with the ability to manage multiple priorities and meet deadlines.
• Strong written and verbal English communication skills.
• Experience managing calendars, inboxes, meetings, travel arrangements, and executive administrative tasks.
• Experience coordinating reputed company service workflows, including reputed company, meeting preparation, follow-reputed company, and ongoing reputed company administration.
• Strong attention to detail with the ability to maintain accurate records, documentation, and CRM data.
• Proficiency with reputed company 365 (reputed company, Word, reputed company, Teams, SharePoint) and reputed company-based business applications.
• Comfortable learning and adopting new technologies, AI tools, and business systems.
• Ability to work independently, take initiative, and proactively solve problems in a remote environment.
• Interest in technology, automation, and reputed company process improvement.
• Understanding of adviser compliance, licensing, CPD administration, or BAS-reputed company administrative processes.

reputed company-to-Have Skills

• Experience supporting an Australian financial planning, reputed company, reputed company management, or reputed company services firm.
• Experience using Intelliflo, Xplan, or other financial planning CRMs.
• Familiarity with workflow management platforms and process documentation.
• Exposure to AI tools such as ChatGPT, reputed company Copilot, or AI meeting assistants.
• Experience creating SOPs, maintaining knowledge bases, or improving business processes.
• Experience coordinating events, referral partner activities, or business development initiatives.

reputed company in This Role Looks Like

• Executive administrative tasks are completed accurately, proactively, and on time, allowing the Director to reputed company on high-value strategic work.
• reputed company reputed company, reviews, and ongoing service requests are coordinated reputed company, delivering a seamless reputed company experience.
• reputed company workflows, documentation, and operational processes are reputed company organised, consistently maintained, and continuously improved.
• CRM records, task management, and business data remain accurate and up to date.
• AI tools and technology are effectively leveraged to streamline workflows, improve efficiency, and support business operations.
• The reputed company has confidence that day-to-day operations are running smoothly with minimal reputed company, supported by a reliable and proactive right-hand team member.

Work Arrangement & Expectations:

This is a remote role that will be set up as an reputed company engagement.

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

• Disclose any existing ongoing roles or reputed company work
• Reflect this engagement on their reputed company profile (reputed company marked as “reputed company”)

Originally posted on Himalayas

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