Compliance/ Client Experience Assistant - (002 - 0095)

Job Role: Client Experience Assistant

Work Schedule: Monday - Friday
Salary range: 1,200 - 1,600 AUD/month

Who We Are: At Hunt St we help Australian companies directly hire top 5% remote talent in the Philippines. You will be hired directly by the client, typically as an independent contractor. We are not an outsourcing agency. All of our roles are 100% remote so you'll be able to work from home.

Who The Client Is: Our client is a leading Australian financial services company specialising in supporting individuals navigating family law matters. They are committed to innovation, efficiency, and delivering exceptional client experiences. With a well-established and highly skilled Salesforce team—including experienced professionals based in Australia—you will be joining a collaborative and forward-thinking environment that values inclusivity, continuous learning, and teamwork.

Role Overview: We are seeking a detail-oriented and highly organized Assistant to support our team in various tasks including ID verification, credit checks, property title searches and appraisals, and maintaining accurate records. The ideal candidate will also assist with filing documents, performing data entry, conducting conflict checks, and ensuring updates are made to our CRM systems, HubSpot and Salesforce. This position plays a vital role in ensuring smooth operations and compliance across multiple areas.

Key Responsibilities:

• ID Verification: Perform identity verification checks to ensure the accuracy and legitimacy of client and customer details.
• Credit Checks: Conduct and review credit checks to assess the financial standing of potential clients or tenants.
• Property Title Searches and Appraisals: Carry out property title searches to ensure ownership accuracy and assist in property appraisal processes.
• Filing Documents: Organise, store, and manage both digital and physical documents in accordance with company policies and procedures.
• Data Entry: Enter and maintain accurate data in various systems, ensuring it is updated in real time.
• Conflict Checks: Conduct thorough conflict checks to ensure that no conflicts of interest arise with clients or parties involved in transactions.
• CRM Updates (HubSpot & Salesforce): Update HubSpot and Salesforce CRM systems by changing statuses, leaving notes, and marking the completion of ID verification and credit checks.

Requirements

• Proven experience in an administrative role or similar capacity
• Strong organizational and time-management skills
• Excellent attention to detail and accuracy
• Proficiency with Google Workspace
• Experience with CRM platforms such as HubSpot and Salesforce (preferred)
• Strong written and verbal communication skills
• Ability to handle confidential information with discretion