AU Bookkeeping and Client Services Admin | AU | WFH Hybrid

Setup and Location: WFH or Hybrid (Ortigas Alabang Pampanga or Cebu)
Work Schedule: 9:00 AM to 6:00 PM (WA Time) 7:00 AM to 4:00 PM (PH Time)
Employment Type: Full-time

Ready to do work that actually excites you

Youre the kind of person who can run in front of house and manage a client portfolio in the same day without dropping the ball on either. Youre organized personable and you actually enjoy variety the kind of role where no two days are the same suits you perfectly. This is a broad hands-on role that sits at the center of our operations and for the right person its a genuine springboard into a more senior client services career. This is a full-time permanent role that combines two functions: being the face of our firm through reception and office management and working as an active member of our client services team managing real client work. Youll report to the Client Services Manager and work as part of a shared client pool meaning youll have genuine ownership of client matters not just administrative support tasks. This is a role with real responsibility and real variety.

What Youll Do

• Be the first point of contact for all clients and visitors by phone and by email
  
• Answer and direct all incoming calls promptly and professionally take accurate messages
  
• Welcome clients on arrival notify the relevant team member and ensure a professional first impression at all times
  
• Coordinate meeting room bookings and ensure rooms are set up and presentable for client meetings
  
• Manage incoming and outgoing mail including ATO correspondence and registered post
  
• Maintain a tidy professional reception and common area at all times
  
• Manage digital and physical filing systems ensuring documents are scanned and stored accurately and consistently
  
• Support the team with document preparation scanning printing binding and correspondence
  
• Assist with the coordination of firm events team meetings and functions
  
• Support the Practice Manager and leadership with ad-hoc administrative tasks as required
  
• Coordinate Terms of Engagement and Fixed Price Agreements with accountants and clients
  
• Maintain and update the Engagement and Fee Agreement register across the client portfolio
  
• Liaise with clients to gather source documents verify completeness and follow up outstanding items
  
• Create and track jobs in the firms workflow management system
  
• Prepare Year End Reports covering letters documents for signature and client invoices
  
• Collate PDF and upload year-end materials to the Secure Client Manager portal
  
• Coordinate distribution of monthly IAS BAS and annual company tax payment reminders
  
• Manage client database changes including new client onboarding and change-of-detail updates
  
• Handle prospective client intake initial contact call information gathering and handover to accountants
  
• Provide requested information to clients and financial institutions (company extracts trust deeds returns)
  
• Manage daily ATO lodgments via ELS the ATO portal and paper returns as required
  
• Act as first contact for ATO phone enquiries and coordinate responses with the relevant accountant and client
  
• Assist with timely responses to ATO correspondence as directed
  
• Print monthly WIP listings and assist with invoice preparation processes
  
• Contribute to a collaborative non-siloed team environment where clients are serviced collectively
  
• Flag capacity issues jobs at risk and workflow blockers to the Client Services Manager promptly
  
• Support the teams weekly reporting rhythm by keeping job tracking and registers accurate and up to date
  
• Assist in identifying workflow improvements and contribute to standard operating procedures
  

What You Bring

• 12 years experience in an administrative reception or client-facing role professional services experience is a strong advantage
  
• Client Management in the Finance Bookkeeping or Accounting industry is a leverage
  
• Confident professional communicator in person on the phone and in writing
  
• Highly organized with strong attention to detail across multiple concurrent tasks
  
• Comfortable handling confidential client and financial information with discretion
  
• Quick to learn new systems and processes experience with practice management software is a bonus
  
• Reliable punctual and self-directed the kind of person who doesnt need to be told twice
  
• Positive collaborative attitude and genuine willingness to pitch in across both the coordination and admin functions
  

Why Youll Love Working Here

• HMO Dental and Life Insurance for you and one free dependent from day one (with the option to enroll additional dependents)
  
• Paid Leaves: Birthday Vacation Medical and Maternity (up to 6 Vacation Leaves are convertible to cash on your anniversary)
  
• Employee Engagement Activities: Year-End Party Family Day Team Building and more!
  

Lets Talk
If youre thinking this sounds like me it probably is. Click apply. We cant wait to meet you.