Senior Executive Assistant AU Financial Services Hybrid

Work Schedule: Monday to Friday (06:00 AM to 3:00 PM PHT)

Work Set-Up: Hybrid (with once a month onsite at the office and as needed)

What will you do?

Role Purpose

Enable the Principal to focus on business development and deal flow by managing his calendar, client communications, time, and operational interruptions. Success = Principal has protected time for high-value activities, and no deals are lost due to missed meetings or poor client handoffs.

Core Responsibilities Calendar & Time Management

• Manage Principal's calendar across all commitments (internal, client, personal)
• Proactively schedule meetings and coordinate availability across stakeholders
• Build in buffer time for deal review, client prep, and follow-up
• Monitor and flag overcommitment; escalate scheduling conflicts
• Reschedule/cancel meetings when necessary with appropriate notice
  
  

Client Communication & Liaison

• First point of contact for client inquiries; establish meeting requirements and context
• Clarify client needs and expectations before escalating to Principal
• Confirm meeting times, agendas, and required documentation
• Send pre-meeting briefs to Principal with client background and outstanding items
• Follow up post-meeting with next steps and communication to client
  
  

Call & Email Management

• Screen and route incoming calls; take detailed messages with caller context
• Respond to routine emails on Principal's behalf (with clear sign-off: "On behalf of [Principal]")
• Flag urgent/high-priority items immediately (via Slack, SMS, call as appropriate)
• Daily email summary for Principal's review (5-6pm QLD time)
  
  

Expense & Administrative

• Process expenses, receipts, and reimbursements
• Maintain organized filing system (digital + physical)
• Coordinate travel, accommodation, logistics for Principal and team
• Prepare meeting materials and post-meeting documentation
  
  

Operational Support

• Maintain contact database with client interaction notes
• Prepare weekly activity summaries (deals, key calls, client status)
• Coordinate with team members on behalf of Principal
• Document key decisions and follow-ups for accountability
  
  

Required Experience & Skills:

• Minimum 3+ years as Executive Assistant for C-Level executive, business owner, or senior leader (lending, finance, or investment sectors strongly preferred)
• Exceptional organizational and time management skills — manages competing priorities without dropping tasks
• Strong communication — professional, articulate, confident in client-facing scenarios
• High initiative and sound judgment — anticipates needs, acts without waiting for instruction
• Technical proficiency: Google Suite (Docs, Sheets, Slides), Gmail, basic spreadsheets
• Reliable internet infrastructure — primary connection + documented backup plan (mobile hotspot, secondary ISP, etc.)
• Discretion — loan/finance client information is confidential
  
  

Nice to Have:

• Lending, finance, or investment sector experience
• Familiarity with Australian business culture and practices
• Experience managing high-net-worth principals
• CRM exposure (Salesforce, HubSpot, etc.)
• Experience with timezone-remote work
  
  

Join the awesome team and enjoy these benefits & perks:

Benefits

• Available Work Set up: Hybrid
• Competitive salary package and annual performance review, monthly rewards and recognition program.
• Opportunity to attend events and travel to Australia.
• Access to knowledge base tools, resource center and training library.
• HMO Coverage up to 2 free dependents (Medical, Dental and Group Life insurance) on Day 1
• Mandatory Government Benefits and 13th Month Pay
• Leave credits and convertible to cash of unused sick leave, paid quarterly.
• Access to Emergency and Bereavement Leave
  
  

Financial Perks:

• Access to a Financial Assistance Program through one of the leading FinTech Company in Philippines.
• Earn as much as PHP 21,000 referral bonus - help a friend land a job and get rewarded.
  
  

Work-Life Integration and Perks:

• WFH Engagements: Remote learning and employee development activities, Wellness sessions and health talks, Virtual team games and contests (Trivia, TikTok, Photo Challenges)
• Regular company-wide events, engagement activities, and a culture that values work-life balance
• Employee-wellbeing Office Facilities (Gym, Wellness Room, Childcare Facility, Entertainment Room, World-class Training Rooms)
• Cafeteria with affordable food concessionaire partners.
• Complimentary coffee and ice cream every day.
• Sleeping Quarters and Shower rooms for comfort and convenience.
  
  

Prime Location

• Conveniently located at Mega Tower, EDSA --- the heart of Metro Manila
  
  

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client is the largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers. Helping over 300,000 customers settle over $130 billion worth of loans in 2022 and reaching a collective loan book of $350 billion.

#ConnectOSCareers #JoinConnectOS #ConnnectOSNonTech

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

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