VBP

Senior Executive Assistant

VBP  •  Cebu City, PH (Onsite)  •  2 hours ago
Apply
AI can make mistakes so check important info. Chat history is never stored.
94
AI Success™

Job Description

of the Role
The Senior Executive Assistant will provide high-level administrative and strategic support to the Executive Leadership Team (ELT) and assigned executives, ensuring:

  • Disciplined email management and prioritisation.
  • Proactive calendar control and maintenance of business rhythms.
  • Rigorous meeting preparation and follow-through.
  • Seamless travel and event coordination.
  • Governance-compliant information handling and confidentiality.
  • Effective use of technology and digital tools to streamline workflows, automate routine tasks, and enhance efficiency across the EA function.

Main duties include:

Strategic Support, Alignment & Leadership

  • Act as a strategic filter for requests, ensuring alignment with executive priorities and organizational goals.
  • Provide concise summaries of key issues, options, and recommendations for executive decision-making.
  • Build and maintain trusted relationships with ELT members and key stakeholders; act as a reliable point of contact and ensure timely, accurate responses to inquiries.
  • Represent executives professionally in all interactions, fostering confidence and collaboration across internal and external networks.
  • Anticipate strategic needs and provide insights that support decision-making and long-term planning.

Email & Communication Management

  • Daily inbox triage for assigned executives.
  • Acknowledge stakeholder emails in a timely manner, respond promptly to meeting requests, and maintain a clear confirmation trail; ensure all meetings include context and preparation, and keep contact lists updated monthly.
  • Maintain structured folders and categories.
  • Forward finance-related receipts to Billing and file per policy; maintain version control and audit trail.
  • Email travel and accommodation confirmations at least a week prior and update where changes are relevant
  • Draft, proof, and send professional communications; uphold privacy and confidentiality.

Calendar & Scheduling

  • Proactively manage executive calendars 3–4 weeks ahead; avoid conflicts and anticipate trade-offs.
  • Maintain calendar hygiene: weekly review, consistent naming conventions, and 12-month lookahead for recurring meetings.
  • Schedule/reschedule internal and external appointments; respond to cancellations or changes within 24 hours.
  • Prepare and send agendas and materials at least 1 week prior; confirm attendance and tech requirements.
  • Maintain recurring rhythms for assigned executives and Calendar Manager.

Meeting Coordination & Documentation

  • Prepare agenda templates and follow-up actions; ensure presentation of first drafts delivered 48–72 hours before deadlines with 90%+ approval on first-round drafts.
  • Coordinate RevCo Monthly rhythms.
  • Record meetings when required; maintain action logs and follow up within 24 hours; ensure template consistency and daily follow-up on actions.
  • Create and maintain standard capture tools for agendas, minutes, and actions.

Travel & Event Coordination

  • Organise end-to-end travel itineraries (flights, accommodation, ground transport) with approved providers; confirm bookings within 48 hours and deliver at least 1 week prior before departure.
  • Maintain Travel folder for confirmed itineraries, monitor changes, cancellations, and contingencies.
  • Plan venues and catering for events/planning days; manage dietary requirements and budgets; liaise with internal/external contacts.
  • Coordinate external meeting rooms/hot desk bookings across sites for executives and stakeholders.

Business Rhythm & Planning

  • Establish and maintain clear communication cadences for recurring business rhythms.
  • Quarterly/Annual ELT Planning: manage pre-read and pre-work reminders, collate logistics (venue, accommodation, flights, attendees, catering, AV, setup).
  • Town Hall management: diarise and maintain quarterly cadence; prepare materials and comms; ensure readiness and follow-up.
  • Maintain enterprise calendar elements and templates.
  • Ensure stakeholders are informed, engaged, and prepared for their involvement through timely updates and structured communication

Project & Task Tracking & Technology

  • Use a central and efficient task tracking tools (MS Planner, Microsoft Loop, Monday.com, and SharePoint) to track tasks and deliverables; maintain active tracker for 100% of projects/tasks with no overdue dates.
  • Zero overdue tasks daily; flag blockers as soon as possible.
  • Provide weekly status updates and end-of-day summaries to executives as required.
  • Leverage automation/AI and digital tools to reduce manual workload and improve accuracy.
  • Adhere to all deadlines (100% compliance); maintain professional representation in all communications; secure positive feedback monthly.

Financial & Budget Oversight

  • Track budgets for events, travel, and departmental activities; reconcile expenses and prepare reports where required.
  • Liaise with suppliers to secure competitive pricing and favorable terms for services and events.

Continuous Improvement & Innovation

  • Regularly review workflows to eliminate bottlenecks and implement automation where possible.
  • Respond quickly to emerging challenges, applying critical thinking and creative solutions to maintain operational flow.
  • Adapt plans and priorities in response to shifting circumstances without compromising deadlines or quality.
  • Stay ahead of emerging tools (AI assistants, workflow automation) and train executives on adoption.

Document & Information Management

  • Ensure accurate filing, version control, and rapid retrieval of critical documents.
  • Maintain confidentiality and privacy; apply governance protocols.
  • Create SOPs for repeatable processes; identify and implement process improvements.

Risk Management

  • Monitor and mitigate operational risks, ensuring compliance with legal, financial, and ethical standards.
  • Maintain audit-ready documentation and prepare contingency plans for critical activities and events.

Requirements

  • Proven experience as an Executive Assistant supporting senior executives or leadership teams in a complex, fast-paced environment.
  • Advanced proficiency in Microsoft 365 suite (Outlook, Teams, SharePoint, Planner) and ability to leverage digital tools for workflow automation and efficiency.
  • Exceptional organizational and time management skills, with the ability to manage multiple priorities and maintain accuracy under pressure.
  • Proactive and anticipatory mindset—able to identify needs, solve problems, and take initiative without constant supervision.
  • Strong decision-making and problem-solving skills, with adaptability to shifting priorities and deadlines.
  • Excellent verbal and written communication skills, including drafting professional correspondence and preparing executive-level documentation.
  • High level of confidentiality and governance awareness, ensuring compliance in handling sensitive information.
  • Experience in travel and event coordination, including multiple locations / multiple-day events, budget tracking and vendor management.
  • Comfort with technology and innovation, including willingness to adopt and champion new tools (AI assistants, workflow automation).
  • Relationship-building skills, with the ability to represent executives professionally and collaborate effectively across all levels.
  • Continuous improvement mindset, focused on streamlining processes and enhancing operational excellence.

Benefits

  • Salary increments on the 6th and 12th months, with annual performance appraisals
  • 500K per incident HMO coverage + Dental & Optical benefits
  • Career growth opportunities
  • 2-week paid Christmas vacation
  • 25K Educational Assistance
  • Referral bonuses
  • Leave encashments
  • Company savings plan
  • Fixed Schedule of Mon-Fri from 7 AM to 4 PM
VBP

About VBP

Built for Advice Firms. Backed by Australian Leaders.

VBP isn’t just familiar with advice firms - we were built for them. Designed specifically for planners, accountants and brokers, we bring together a global delivery team with the backing of Australia’s most experienced financial services executives. The result: deep industry insight and execution you can trust.

As a certified B Corp and founding member of the EOAP, we meet the world’s highest standards for ethics, transparency and impact: so you can partner with a business that balances purpose with performance.

And when it comes to protecting your business, security isn’t optional. We’re ISO 27001 certified, the global gold standard for information security. Our systems and processes safeguard your data, comply with Australian privacy laws and give you complete peace of mind. Because with VBP, security comes standard.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Sydney, AU
Year Founded
2013
Website
vbp.au
Social Media