Executive Assistant (with UK Tax Experience)

Were Hiring: Executive Assistant (with UK Tax Experience)!Looking for a role that fosters collaboration, creativity and career growth in a vibrant office environment? We got you covered!We are currently on the lookout for an Executive Assistant (with UK Tax Experience) to join our team at Cloudstaff, the #1 workplace everywhere! Think you qualify for the role? Attach a 1-2 minute video intro and introduce yourself to us so we can meet you virtually. Attach this together with your updated CV to become a priority applicant!Role: Executive Assistant (with UK Tax Experience)Work Arrangement: Work From HomeLocation: Philippines - Angeles / Mabalacat (Pampanga)Schedule: Mid ShiftAs an Executive Assistant: You will serve as a critical support function to our financial advisors and senior executives by combining high-level administrative support with specialized financial services knowledge. Your day-to-day will involve managing schedules, coordinating client engagements, maintaining accurate records, and supporting the tax processes through document preparation and compliance monitoring. The ideal candidate is exceptionally organized, a clear communicator, and experienced in UK tax and financial advisory supportexperience with Xplan would be a strong advantage.Key ResponsibilitiesAct as the primary administrative point of contact for the advisor, including managing calendars, meetings, and email correspondence.Prepare and finalize summaries, and client-facing reports in collaboration with the advisory and paraplanning teams.Maintain and update client data accurately and ensure compliance with company procedures and financial services regulations.Coordinate internal workflow, manage deadlines, and liaise between paraplanners, advisors, and external partners to ensure timely service delivery.Assist with client onboarding, documentation collation, and ensuring regulatory requirements such as KYC/AML are met.Monitor progress of advice implementation and track client deliverables to completion.Prepare meeting agendas, take minutes, and ensure follow-up on assigned tasks post-client meetings.Provide assistance, including research, strategy notes, and technical document drafting as needed.Maintain confidential records, manage version control of client files, and support internal audits.Qualification And RequirementsPrevious UK TAX experience would be great and Xplan experience even better.HubSpot experience is a plus.At least 2 years' experience working in an administration, support or paraplanning role in financial services.Strong written and verbal communication skills.Excellent attention to detail and analytical skills.Well-organised with the ability to work within a team environment or independently.Strong interpersonal skills and the ability to develop and maintain client relationships.Professional and friendly demeanor with a willingness to take initiative.Ability to work well under pressure and meet deadlines.Strong Microsoft Office skills including Excel, Word and Outlook, and Microsoft AI tools experience.Non-negotiable Skills & RequirementsExperience working in an international financial advisory firm is highly regarded.