Elite Executive Assistant to Founder | High-Value Deals

Triwill Group; Philippines; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

Triwill Group, a life insurance brokerage serving high-net-worth clients, seeks an Executive Assistant to support the founder. You will manage calendars, inboxes, and communications with discretion and urgency.

Coordinate the client transaction process, maintain CRM records, and prepare client-facing materials, delivering premium, white-glove service across international deals. This role requires initiative, flawless written and remote communication, and reporting back on progress.

Qualifications

• Experience supporting executives in luxury/high-net-worth sectors.
• Ability to work independently with defined processes.
• Strong written and remote communication skills.
• Experience preparing client-facing materials and reports.

Responsibilities

• Manage the founder's calendar and inbox daily with urgency and precision.
• Own each step of the client transaction process from handoff to completion.
• Maintain and update client and deal records in the CRM (HubSpot preferred).
• Prepare regular status reports for stakeholders.
• Handle written and remote oral communication with high-net-worth clients.
• Prepare client-facing materials and internal tracking in spreadsheets/Word.
• Flag issues and escalate only when the founder's input is required.
• Support ad hoc requests tied to time-sensitive, high-value transactions.

Skills

High-net-worth comms

CRM management

Calendar management

Inbox management

HubSpot experience

Spreadsheets

Written communication

Independent work

Tools

HubSpot

Excel

Google Sheets

Google Docs

OpenPhone

Zoom Phone

RingCentral

Google Voice

Job description

Triwill Group, a life insurance brokerage serving high-net-worth clients, seeks an Executive Assistant to support the founder. You will manage calendars, inboxes, and communications with discretion and urgency.

Coordinate the client transaction process, maintain CRM records, and prepare client-facing materials, delivering premium, white-glove service across international deals. This role requires initiative, flawless written and remote communication, and reporting back on progress.