Location: Remote (Mega Manila, Philippines)
Type: Full-time
Reporting to: Founder

About the Role

We are seeking an organised and proactive Sales & Administration Assistant to provide essential support to the founder of a premium investment migration advisory firm. You will be the critical link in managing the founder's sales pipeline and daily operations, ensuring no lead is missed and administrative tasks run smoothly. Your core mission is to handle inbound client inquiries, qualify prospects, and coordinate the founder's schedule, directly contributing to business growth by freeing up his time for high-value client strategy.

This is a perfect role for a detail-oriented professional who excels in a fast-paced, confidential environment and enjoys being the reliable right hand to leadership.

Key Responsibilities

• Sales & Pipeline Support:

  • Act as the first point of contact for inbound inquiries, screening and qualifying leads with professionalism and discretion.

  • Conduct prompt and persistent follow-up with potential clients via email and phone to book consultations for the founder.

  • Meticulously manage the founder's calendar, scheduling and confirming all prospect and client meetings.

• Administration & Coordination:

  • Maintain accurate and up-to-date records in the CRM system, ensuring all client interactions are logged.

  • Provide light administrative support, including updating client tracking documents, preparing basic meeting briefs, and coordinating with internal teams on process steps.

  • Assist with drafting routine client communications and organising sales materials.

What Success Looks Like (First 3-6 Months)

• All inbound leads are responded to and actioned within agreed timeframes.

• The CRM is impeccably maintained, providing a clear, real-time view of the pipeline.

• The founder's calendar is efficiently managed with a consistent flow of qualified prospect meetings.

• The founder can rely on you to handle operational tasks, allowing him to focus fully on client consultations and business development.

About You

• You have 1-2 years of experience in an administrative, sales support, or executive assistant role. Experience in financial services, legal, luxury services, or other professional advisory firms is a plus.

• You are exceptionally organised, take pride in your attention to detail, and understand the need for discretion.

• You communicate with confidence and professionalism, making high-net-worth individuals feel well attended to from the first interaction.

• You are a proactive, problem-solving partner who anticipates needs and enjoys working closely with the founder day-to-day.

• You are proficient with CRM software (e.g., HubSpot, Salesforce) and the Microsoft Office/Google Workspace suites.

• Please note: This is not a sales closing or compliance role; no prior experience in those areas is required.