Schedule: Monday - Friday flexible during client business hours

Client Timezone: Sydney Time (AEST)

Total Weekly Hours: 40 hours

 

Our client is seeking an organized and proactive Sales & Administration Assistant to support the founder of a premium investment migration advisory firm.

In this role, you will act as the critical link between inbound client inquiries and the founder’s sales pipeline, ensuring no lead is missed and day-to-day operations run smoothly. Your primary mission is to manage inbound leads, qualify prospects, coordinate scheduling, and provide administrative support—freeing the founder to focus on high-value client strategy and business growth.

This position is ideal for a detail-oriented professional who thrives in a fast-paced, confidential environment and enjoys being the trusted right hand to leadership.

 

Responsibilities

Sales & Pipeline Support

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

• Conduct timely and consistent follow-ups via email and phone to book consultations for the founder

• Manage the founder’s calendar, scheduling, confirming, and coordinating all prospect and client meetings

 

Administration & Coordination

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

• Provide light administrative support, including:

  • Updating client tracking documents

  • Preparing basic meeting briefs

  • Coordinating with internal teams on next steps and process requirements

• Assist with drafting routine client communications and organizing sales and presentation materials

 

What Success Looks Like (First 3–6 Months)

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

• CRM records are impeccably maintained, providing a clear and real-time view of the sales pipeline

• The founder’s calendar runs efficiently with a steady flow of qualified prospect meetings

• The founder can confidently rely on you to manage operational and administrative tasks, allowing full focus on client consultations and business development

 

Requirements

• 1–2 years of experience in an administrative, sales support, or executive assistant role

• Experience in financial services, legal, luxury services, or professional advisory firms is a strong advantage

• Exceptionally organized with strong attention to detail and respect for confidentiality

• Confident, professional communicator capable of engaging high-net-worth individuals

• Proactive, solution-oriented mindset with the ability to anticipate needs

• Comfortable working closely with a founder in a day-to-day support role

• Proficiency with CRM systems (e.g., HubSpot, Salesforce) and Microsoft Office or Google Workspace

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

 

Independent Contractor Perks

• HMO coverage (available in eligible locations)

• Permanent work-from-home setup

• Immediate hiring