Personal Assistant To The Director 026-914

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, youll 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 youll 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
  
  
  

• 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
  
  
  

• 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
  
  
  

• Support email communications and newsletters where required
  
  
  

• Ad hoc administrative and operational support
• Research tasks and data gathering
• Light project coordination
  
  
  

• 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
  
  
  

• 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
  
  
  

• 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!
  
  
  

• The Directors 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
  
  
  

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