
Executive Assistant to the Director and Team Support
- Metro Manila
- Permanent
- Full-time
- Monitor and manage Director’s inbox and emails, filtering messages according to internal protocols
- Forward emails to appropriate team members or respond on behalf of the Director where appropriate.
- Schedule meetings and appointments with clients and external parties.
- Provide the Director with daily reminders of critical tasks and follow-ups.
- Maintain and update the Director’s calendar with all relevant meetings, events, and deadlines.
- Create new leads in BrokerEngine as required.
- Send Cash Deck requests to clients or lenders.
- Create new Dropbox folders using naming templates.
- Locate and transfer older client documents into new folders for consistency.
- Save, rename, and organise documents within Dropbox in line with file protocols.
- Save and organise finalised Cash Decks.
- Run and save Equifax reports.
- Download and file deal reports in Dropbox.
- Proven experience supporting senior executives (EA, Team Assistant, or Business Support roles).
- Strong organisational and time management skills; ability to juggle competing priorities.
- Excellent communication (verbal and written) and interpersonal skills.
- Proactive, solutions-focused mindset with a high degree of discretion and professionalism.
- Proficiency in Broker Engine, Apply online, Quickli, Microsoft 365 (Outlook, Excel, PowerPoint, Teams) and other collaboration tools
- Passionate about finance
- Someone who is ideally down to earth, proactive, happy to help
- Confident in supporting a Director and holding to account on questions and queries
- Ideally has worked in Finance/Mortgage Broker
- Be available for meetings and collaboration during core [AEST or PHT] business hours
- Disclose any existing ongoing roles or client work
- Reflect this engagement on their LinkedIn profile