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Financial Services Virtual Assistant

Job Description

We are a growing business. While we have systems and processes in place, they are not perfect and we are currently overhauling them. We need someone who can work effectively in an environment where processes are continuously evolving and improving. The right candidate must be comfortable identifying gaps, inefficiencies, and opportunities for improvement.

Job Title

  • Financial Services Virtual Assistant

Work Schedule
  • Day Shift
Job Qualifications/Requirements
  • Industry Experience: Must have prior experience handling Western financial accounts (Australian accounts are the top priority, but US, UK, or Canadian financial backgrounds are highly acceptable).
  • Phone Communication: Exceptional spoken and written English skills; highly confident handling incoming client phone calls, handling general inquiries, and building natural rapport.
  • Technical Skills: Highly proficient within the Google Workspace ecosystem. Experience navigating CRM systems, managing basic accounts payable, or executing digital corporate/registry updates is a major advantage.
  • Data Accuracy: Absolute attention to detail; capable of accurately managing high volume data entry, complex entity names, and account numbers to mitigate compliance risks.
  • Mindset: Proactive, critical thinker, and highly adaptable. Comfortable working in an evolving environment where manual processes are actively being digitized and updated.
Job Responsibilities
  • Manage incoming telephone queries, acting as a polished, professional local point of contact for clients.
  • Build strong relationships with clients through friendly and professional communication.
  • Assist clients with general enquiries and guide them through our processes.
  • Prepare and issue client service agreements.
  • Set up and manage client direct debit arrangements.
  • Maintain accurate client records within our CRM systems.
  • Draft professional, engaging, and accurate client communications.
  • Follow up on outstanding information and documentation from clients.
  • Accounts Payable: Coordinate and process property and supplier invoices monthly on behalf of SMSF clients holding property assets.
  • Verify company data accuracy against ASIC registry records, compile required corporate minutes/resolutions, and dispatch automated e-signing packages to clients.
  • Execute ad-hoc ASIC corporate registry updates as required, including changes to registered addresses, director appointments, and shareholder allocations.
  • Ability to manage high-volume, repetitive data entry inputs while fielding incoming client phone calls without losing accuracy.
  • Absolute attention to detail; ensure complex entity names, ACNs, and banking numbers match perfectly across all systems to mitigate regulatory risk.
  • Basic understanding of how transactional data and client invoices flow from corporate documentation into the accounting ledger.
  • Contribute to the continuous improvement of systems, processes, and client service standards.
  • Communicate clearly and professionally in both spoken and written English.

To Apply, please create your profile at app.wrkpod.com for your application as this is part of the new application process, and click this link for the job details: here

All successful applicants will be stationed in our office at DUMAGUETE CITY, TANJAY CITY, OR ILOILO CITY. 

Good luck and God Bless!