Job Opportunities API

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 you'll 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 Practice & Executive Coordinator to support a boutique Australian financial planning business. This role combines executive support, practice operations, and client service administration, ensuring the smooth day-to-day running of the business while enabling the Director to focus on strategic priorities, business growth, and client relationships. As a trusted right-hand support person, you will manage workflows, coordinate client 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 business owner in a fast-paced, collaborative environment. Key Responsibilities: Executive & Administrative Support Calendar and meeting management Email triage and drafting responses Task management and follow-up Travel and event bookings Board and committee support (e.g. Faybl Advisory Board) Meeting agenda and minute preparation Client Service Support Client onboarding coordination Preparation of meeting paperwork Follow-up implementation tracking Client review scheduling Data entry and CRM maintenance (Intelliflo) Processing service requests Managing annual review workflow Practice 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 Prompt 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 client presentations Requirements Must-Have Skills & Experience 3+ years of experience in an Executive Assistant, Practice Coordinator, Client Services, or Operations role, ideally supporting an Australian professional 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 client service workflows, including onboarding, meeting preparation, follow-ups, and ongoing client administration. Strong attention to detail with the ability to maintain accurate records, documentation, and CRM data. Proficiency with Microsoft 365 (Outlook, Word, Excel, Teams, SharePoint) and cloud-based business applications. Comfortable learning and adopting new technologies, AI tools, and business systems. Ability to work indepe