Personal Assistant

Executive Personal Assistant – Financial Services

Job Type: Full-Time
Location: Philippines
Compensation: Competitive salary based on Philippine market rates, experience, qualifications, and performance, with additional bonus opportunities.

Position Overview

We are seeking an exceptional Executive Personal Assistant to work directly with the President of an established U.S.-based financial services organization.

This is not a basic administrative or data-entry position. We are looking for a highly organized, intelligent, dependable individual who can become a trusted right-hand person in day-to-day business operations and executive support.

The ideal candidate will have experience in financial services, insurance, taxation, estate planning, accounting, or a closely related professional environment and will be comfortable handling confidential client and business information.

This position requires initiative. The successful candidate should be someone who sees what needs to be done, takes ownership of responsibilities, follows through, and helps keep a busy executive and multiple business activities organized and moving forward.

MUST HAVE WHATSAPP AND THE ABILITY TO MAKE AND RECEIVE TELEPHONE CALLS WITHIN THE UNITED STATES. CANDIDATE MUST HAVE EXCELLENT, CLEAR ENGLISH COMMUNICATION SKILLS AND BE ABLE TO SPEAK PROFESSIONALLY AND CONFIDENTLY WITH U.S. CLIENTS BY PHONE AND WHATSAPP.

Work Schedule

REGULAR BUSINESS HOURS ARE 8:00 A.M. TO 5:00 P.M., MONDAY THROUGH FRIDAY, U.S. EASTERN TIME.

Because this position supports a U.S.-based executive and U.S. clients, the successful candidate must be available and prepared to work during these hours.

SOME WEEKEND AVAILABILITY WILL ALSO BE REQUIRED FROM TIME TO TIME, depending on business needs, client matters, deadlines, special projects, or other circumstances requiring executive support.

The ideal candidate must be flexible, dependable, and responsive when occasional work outside normal business hours is necessary.

Primary Responsibilities
Provide direct executive and personal assistance to the President.
Manage appointments, calendars, meetings, reminders, and daily priorities.
Communicate professionally with U.S. clients, attorneys, accountants, insurance companies, financial institutions, and other professionals.
Make and receive business calls within the United States.
Communicate with clients and business contacts through WhatsApp.
Assist with client follow-up and maintain outstanding-item and document lists.
Help organize tax, financial, insurance, trust, estate-planning, and business documents.
Prepare correspondence, letters, reports, spreadsheets, forms, and client files.
Maintain accurate electronic filing and document-management systems.
Assist with insurance applications and related administrative requirements.
Coordinate meetings and prepare necessary materials in advance.
Track deadlines and proactively remind the President of important commitments.
Handle sensitive financial and personal information with absolute confidentiality.
Assist with special projects and research as requested.
Follow projects through to completion without requiring constant reminders.
Remain flexible when occasional weekend or after-hours assistance is required.
Qualifications

REQUIRED:

MUST HAVE WHATSAPP.
MUST HAVE THE ABILITY TO MAKE AND RECEIVE TELEPHONE CALLS WITHIN THE UNITED STATES.
MUST SPEAK CLEAR, PROFESSIONAL, FLUENT ENGLISH.
MUST HAVE EXCELLENT VERBAL AND WRITTEN COMMUNICATION SKILLS.
MUST BE COMFORTABLE SPEAKING DIRECTLY WITH U.S. CLIENTS AND PROFESSIONALS BY TELEPHONE AND WHATSAPP.
MUST BE AVAILABLE TO WORK 8:00 A.M. TO 5:00 P.M., MONDAY THROUGH FRIDAY, U.S. EASTERN TIME.
MUST BE WILLING TO WORK OCCASIONAL WEEKENDS WHEN BUSINESS NEEDS REQUIRE IT.
Reliable high-speed internet connection.
Reliable computer and appropriate equipment for professional business communications.
Strong organizational and time-management abilities.
Ability to manage multiple priorities while maintaining attention to detail.
High degree of discretion, integrity, reliability, and confidentiality.
Ability to work independently with minimal supervision.
Preferred Experience
Executive Assistant or Personal Assistant experience.
Financial services.
Insurance.
Tax preparation or taxation.
Estate planning or trusts.
Accounting or bookkeeping.
Professional client-service environment.
The Person We Are Looking For

We want someone who is:

Extremely organized and detail-oriented.
Dependable and punctual.
Proactive rather than reactive.
Comfortable working directly with a business owner/executive.
Confident communicating with professional U.S. clients.
Able to speak clearly and professionally on the telephone.
Responsive and professional on WhatsApp.
Able to prioritize quickly when multiple matters require attention.
Comfortable being held accountable for deadlines and results.
Flexible when occasional weekend work is necessary.
Interested in learning and growing professionally.
Looking for a long-term position rather than a temporary job.
Compensation & Growth Opportunity

Compensation will be based on Philippine market rates and will depend upon the candidate's experience, qualifications, communication skills, and demonstrated ability.

Performance-based bonuses and additional compensation opportunities are available for an exceptional individual who becomes an important part of the organization and contributes to its continued growth.

We are looking for someone who wants the opportunity to grow with the organization, assume greater responsibility, and increase their earning potential based upon performance.

How to Apply

Please submit your resume along with a brief introduction that includes:

Your Executive Assistant or Personal Assistant experience.
Any financial, insurance, tax, accounting, or estate-planning experience.
Your level of spoken and written English proficiency.
Confirmation that you currently have WhatsApp.
Confirmation that you can make and receive telephone calls within the United States.
Confirmation that you can work 8:00 A.M. to 5:00 P.M., Monday through Friday, U.S. Eastern Time.
Confirmation that you are available for occasional weekend work when required.
Your current compensation expectations.
Why you believe you would be an excellent fit for this position.

Applicants who cannot meet the communication, U.S. telephone, work-hour, and occasional weekend requirements should not apply.