Executive Assistant / Customer Service Specialist

Who We Are

Sydney Financial Group is an Australian financial planning firm focused on providing great advice and, just as importantly, great ongoing service to our clients.

We’re growing our Manila-based support team and are looking for two exceptional Executive Assistant / Customer Service Specialists to join us.

This is a varied role combining client service, administration and executive support. You’ll work closely with our Australian financial advisers, helping manage the day-to-day tasks that keep our clients and our business running smoothly.

We’re looking for people who are organised, proactive, confident, friendly and genuinely enjoy helping people.

Most importantly, we want someone who gets things done.

What You'll Be Doing

No two days will be exactly the same, but your role will include:

• Managing adviser inboxes, emails, action items and client requests
• Coordinating client appointments and managing adviser diaries and schedules
• Speaking with clients to obtain information, documents and statements, and following up outstanding items
• Updating and maintaining accurate client records, including contact details, addresses and bank details
• Liaising with product providers, banks, superannuation funds, insurers and other third parties on behalf of advisers and clients
• Helping clients who are experiencing issues with Annature, resolving matters where possible or escalating when needed
• Keeping on top of outstanding administration and making sure matters don't get stuck
• Providing friendly, professional and responsive customer service to our Australian clients
• Spotting problems, finding solutions and taking ownership from start to finish
• Helping advisers and management with general administrative and operational tasks, including any other tasks reasonably assigned by management

The Person We're Looking For

We’re not looking for someone who simply ticks boxes and waits for the next task.

We want someone who sees what needs to be done and gets on with it.

You’ll have:

• At least 2 years' experience in an Executive Assistant, Customer Service or similar role
• Excellent written and spoken English
• Confidence speaking with clients and external providers
• Strong organisational and time-management skills
• Excellent attention to detail
• The ability to juggle multiple priorities without losing track of things
• A proactive, solutions-focused approach
• The confidence to work independently and take ownership
• Strong computer and administrative skills
• A willingness to learn new systems and processes
• A positive attitude and a good sense of humour
• The ability to handle confidential client information professionally

Financial Services Experience

Experience in financial planning, banking, insurance, superannuation or financial services would be a big plus, but it isn't essential.

What is essential is solid previous experience in an Executive Assistant, Customer Service or similar role, ideally for at least two years.

We can teach you the financial planning side of things. What we can't easily teach is being organised, proactive, reliable and great with people.

Full training will be provided on our systems, processes and the Australian financial planning environment.

Location & Training

This role is Makati based for the initial training period, and candidates must currently live in Makati or within a reasonable commuting distance of the Makati office.

Being able to attend the Makati office when required is an essential requirement of the role, particularly during the initial 1–2 months of training and onboarding.

Face-to-face training will give you the opportunity to work closely with your manager, learn our systems and processes, and understand how we support our advisers and clients.

Once the initial training period has been successfully completed, the role will transition to fully Work From Home.

Please note: Candidates who are based outside of a reasonable commuting distance from Makati will not be considered for this position.

What Makes Someone Great in This Role?

You take ownership.
If something lands on your desk, you don't just pass it on. You work out what needs to happen and see it through.

You're proactive.
You don't need someone checking in every five minutes. You can spot what needs doing and get moving.

You're organised.
You can keep track of clients, advisers, appointments, emails, deadlines and follow-ups without things falling through the cracks.

You care about people.
You understand that a great client experience isn't just about getting the job done — it's about how you communicate along the way.

You're curious.
You don't need to know everything on day one. You just need to be willing to learn, ask questions and figure things out.

And you're a real person.
We spend a lot of time working together, so personality matters. We want people who are positive, approachable and enjoyable to work with.

Why Join Sydney Financial Group?

• Work with an Australian financial planning firm and Australian clients
• Get hands-on training and support from your manager and the wider team
• Start with face-to-face training in Makati, then enjoy the flexibility of fully working from home
• Bring your Executive Assistant or Customer Service experience into a new industry, with training provided on Australian financial planning
• Be part of building something new as we grow our Manila-based team
• Have a role where what you do genuinely makes a difference to our advisers and clients
• Plenty of opportunity to learn, grow and take on more responsibility
• Work with a team that values initiative, accountability and great customer service
• Work hard, have a laugh and bring your personality — we believe great teams are made up of great people.

Salary

PHP 35,000 – PHP 50,000 per month, depending on experience, skills and suitability for the role.

How to Apply

Please submit your CV and a short cover letter telling us a little about yourself and why you think you'd be a great fit for the role.

We'd also like you to tell us:

• What do you enjoy doing outside of work?
• What's your go-to karaoke song? 🎤

There are no right or wrong answers — we're interested in getting to know the person behind the CV.

If you're organised, proactive, great with people and someone who takes pride in getting things done, we'd love to hear from you.

Sydney Financial Group
Executive Assistant / Customer Service Specialist – Makati / Work From Home