Paraplanner – Senior Executive Assistant

Job not on LinkedIn

🕒 September 23

🇵🇭 Philippines – Remote

💵 ₱80k - ₱90k / month

⏰ Full Time

🟠 Senior

👨‍💼 Executive Assistant

👻 Ghost score 14%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Pear Tree is a Melbourne‑born offshore recruitment and hiring services company that connects Australian, US, and UK businesses directly with skilled offshore professionals (primarily from the Philippines) without agency markups. They provide end-to-end hiring support — sourcing, screening, skills assessments, video interviews, reference checks — and offer payroll, Employer‑of‑Record, and compliance assistance plus a six‑month replacement guarantee. Pear Tree recruits across IT, sales & marketing, finance, creative, admin and operations roles, emphasizing cost savings, direct pay to talent, and secure onboarding workflows.

📋 Description

• Manage the end-to-end client review calendar and schedule Zoom/Google Meet appointments • Send client appointment reminders and gather pre-meeting information • Resolve missing documentation and scheduling delays • Prepare comprehensive client files and meeting packs • Conduct strategy research covering property evaluations, insurance policy reviews, Ongoing Service Agreements, and portfolio analysis • Liaise with accountants and third parties for SMSF tax and financial documents • Capture meeting notes and draft or update Statements of Advice, Records of Advice, and Ongoing Service Agreements • Generate insurance quotes • Build and track post-meeting execution plans • Coordinate implementation of financial advice • Issue and track application forms with insurers and product providers • Monitor outstanding requirements and provide clients with progress updates • Maintain compliant records in AdviserLogic and Google Drive • Uphold file-naming and version-control standards and draft accurate file notes • Keep workflows, task lists, and CRM records updated • Keep the Financial Planner informed of priorities, deadlines, and required decisions • Refine system templates, checklists, and workflows • Help integrate AI-enabled note-taking and advice-generation tools

🎯 Requirements

• Minimum 2+ years supporting an Australian financial planning, wealth management, or financial services practice • Practical experience preparing or supporting SOAs, ROAs, Ongoing Service Agreements, and advice implementation within Australian compliance and regulatory frameworks • Hands-on experience with AdviserLogic and CRM/workflow systems • Excellent written and spoken English • Exceptional organizational, prioritization, and proactive follow-up capabilities • High degree of accuracy when handling sensitive financial information • Confidence to manage tasks independently • Preferred: Prior experience supporting an SMSF-focused financial planning practice or handling SMSF document coordination • Preferred: Hands-on experience with Morningstar or comparable financial research platforms • Preferred: Familiarity with Google Workspace (Google Drive, Google Meet) and life insurance research/quoting tools • Preferred: Exposure to mortgage-broking, lending, or loan-administration processes • Preferred: Familiarity with emerging AI tools for client meeting transcriptions, advice generation, and workflow automation

🏖️ Benefits

• AU working hours and holidays • Remote work arrangement

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