Executive & Personal Assistant

Our client is an Advisory Service and act as a Virtual CFO supporting SMEs in growth activities and project management.

They are now looking to hire an Executive & Personal Assistant to

Job Responsibilities:

Research and Market Analysis:

• Industry Insights: Conduct research on industry trends, competitors, and emerging technologies.
• Market Reports: Compile data for market analysis, competitor benchmarking, and strategic planning.

Expense Management:

• Light Accounting
• Receipt Tracking: Collect and organize receipts for business expenses.
• Expense Reports: Prepare accurate expense reports, ensuring compliance with company policies.

Database Creation and Management:

• Assistance with Lead Generation
• Contact Lists: Maintain up-to-date contact lists for business and personal contacts.
• CRM Updates: Update customer relationship management (CRM) systems with relevant information.

Document Preparation:

• Reports and Presentations: Create, format, and proofread documents, reports, and presentations.
• Data Compilation: Gather data from various sources and organize it into usable formats.

Basic Marketing Research:

• Keyword research

Personal Errands:

• Personal Shopping: Purchase gifts, supplies, or household items as requested.
• Appointments: Schedule personal appointments (e.g., doctor visits, haircuts).

Requirements

• Bachelor's degree holder.
• Minimum of 2 years of experience as an Executive Assistant or Personal Assistant role.
• Good understanding of accounting principles and practices.
• Intermediate proficiency in Microsoft Office and Google Workspace applications.
• Good skills in QuickBooks and/or Xero.
• Ability to work with AI tools or a willingness to learn.
• Strong negotiation skills.
• Highly resourceful and creative problem solver.

Benefits

• ​Permanent work-from-home set-up
• Dayshift (Australian business hours)
• Part-time job
• HMO
• Paid leave
• Christmas Bonus equivalent to 1 month's wage (pro-rata)