Client Service Administrator | Onsite | AU/Local CS Admin exp
4 days ago
Client Service Administrator | Onsite | AU/Local CS Admin exp Location: Cebu Shift: 7:00 AM - 4:00 PM, Monday - Friday Unlock your potential At TOA Global, we are committed to empowering individuals to excel in their careers and communities. Our global footprint spans Australia, New Zealand, North America, and the Philippines, supporting clients in the accounting industry. About this role The Client Services Administrator plays a critical role in supporting partners and professional staff to deliver exceptional client service. This position ensures smooth operations across office systems, workflow management, and administrative functions while maintaining compliance and quality standards. Key Responsibilities Office Systems & Software Management: Oversee client‑related processes using tools such as HowNow, CAS 360, ASIC, Xero Practice Manager, Lodgement Spreadsheet, and ATO Mate; ensure accurate updates and integration across platforms; adapt to changes in the tech stack with provided training. Workflow & Budget Coordination: Manage incoming and outgoing tasks; attend weekly workflow meetings and update job statuses; create and monitor job budgets based on partner direction; track deadlines and ensure timely completion. Professional Staff Support: Collate supporting documents for workpapers; liaise with clients for queries and follow‑ups; prepare final job packages for client delivery. Partner Assistance: Coordinate meetings, calls, and virtual sessions; prepare meeting materials and manage diaries. Quality Assurance: Review client documents for accuracy and compliance; conduct audits of client files and maintain confidentiality. General Administrative Duties: Prepare client documents and correspondence; manage communications and scheduling; organize meetings, conferences, and events. About you Diploma or Bachelor's degree in Business Administration, Accounting, or related field (preferred). Minimum 3‑5 years in an administrative or client services role within a professional services environment (accounting, legal, or financial services preferred). Proficiency in office software and practice management tools (e.g., Xero Practice Manager, CAS 360, HowNow). Ability to learn new systems quickly. Excellent organizational and time management skills. Strong attention to detail and accuracy. Effective communication and interpersonal skills. Ability to handle confidential information with discretion. Problem‑solving and adaptability in a fast‑paced environment. What's in it for you Health Insurance and Life Insurance coverage 21 annual paid leaves Annual increase (Annual Performance Review) Tenure Recognition Program Access to certifications and courses from Ab2 Institute of Accounting 20+ options of free coffee and chocolate drinks Billiards, table tennis, or foosball in our breakout room Work‑life balance and logging off on time for personal time. A genuinely diverse, caring, supportive and high achieving team environment. Ongoing training, development and career progression opportunities Free and conveniently located onsite parking. Values & Diversity We live by our values: BE AWESOME, KEEP IT REAL, BRING THE WOW, DREAM BIG. We passionately embrace diversity and inclusion in all aspects of our organization, fostering an environment that values and celebrates individuals from diverse backgrounds. #J-18808-Ljbffr
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