Executive Assistant for an Advisory Firm in Australia (Home Based Full Time)

Virtual Assistant

The company is a professional services firm providing accounting, advisory, and business support solutions to a broad portfolio of clients across various industries, helping organizations improve financial operations, reporting, and overall business performance.

Job Description

Manage and maintain Pipedrive CRM records accurately

Prepare, send, and track proposals, quotes, and engagement letters

Manage e-signature documentation and ensure timely completion

Follow up clients regarding pending approvals and documentation

Monitor and manage the sales pipeline

Assist with operational workflow management and process improvements

Support administrative coordination across both businesses

Create Canva templates and assist with light social media content

Keep business owner organised and accountable with priorities and follow-ups

Must Haves

Previous experience in administration, operations, or CRM coordination

Strong experience using CRM systems, ideally Keap or Monday.com

High level organisational and time management skills

Strong written and verbal English communication

Ability to work independently and prioritise tasks without constant direction

Proactive mindset with strong initiative and problem-solving ability

Experience with Canva and basic social media support

Comfortable working in a fast-paced environment with multiple priorities

Home Office Requirements

Please only apply for this role if you have the following home office requirements:

Perfectly working headset and webcam

Stable internet connection of at least 25 Mbps ~ 50 Mbps

Up to date computer system with a minimum of Windows 10 or later and macOS Monterey (12.0) or later

Quiet room with no distractions or background noises

A backup plan if the power goes out or if your internet connection becomes unstable during your shift

Only applicants meeting the strict criteria above will be contacted.