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

Company : Virtual Coworker

Job Type : Full Time

Remote / Work from Home

Number of Applicants

000+

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

â¢Manage and maintain Pipedrive CRM records accurately

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

â¢Manage e-signature documentation and ensure timely completion

â¢Follow up clients regarding pending approvals and documentation

â¢Monitor and manage the sales pipeline

â¢Assist with operational workflow management and process improvements

â¢Support administrative coordination across both businesses

â¢Create Canva templates and assist with light social media content

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

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

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

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