Finance Clerk

3 days ago

Davao City, Philippines Global Staff Network Full time

Job Overview:

We are seeking a diligent and detail-oriented Finance Clerk to join our team. The successful candidate will be responsible for a variety of administrative and clerical tasks within our finance department, focusing on client communications, document management, and data accuracy. This entry-level position is ideal for someone looking to start a career in finance and gain valuable experience in a professional environment.

Key Responsibilities:

· File Management and Document Verification:

· Open new client files and verify identification documents.

· Check documents against emails, including Land Contracts, Build Contracts, and CC Authority Forms for accuracy before opening the file.

Client Communication:

· Send emails to clients regarding various statuses such as RTF/CC Payment Confirmation, CC Declined notifications, the outset of primary contracts for conveyancing, and fully executed contracts if available.

· Prepare and send initial letters to clients at the beginning of the contract.

System Updates and Documentation:

· Update LEAP with fully executed contract dates.

· Save documents to the file using the correct syntax and naming conventions.

· Review and save all incoming documents to ensure they are accurate and properly recorded.

Task and Calendar Management:

· Update the calendar and tasks once fully executed contracts of sale (FE COS) arrive.

· Follow up on missing documents as required to ensure all necessary paperwork is complete.

Team Support:

· Assist with general overflow tasks from the team, providing support where needed to ensure smooth operations within the department.

Qualifications:

· Bachelor’s degree in finance, accounting, or a related field is a plus.

· Strong attention to detail and organizational skills.

· Excellent written and verbal communication skills.

· Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

· Experience with document management systems such as LEAP is desirable.

· Ability to manage multiple tasks simultaneously and work effectively in a team environment.

Skills and Attributes:

· High level of accuracy and attention to detail.

· Strong time management and organizational skills.

· Good interpersonal skills and the ability to communicate effectively with clients and team members.

· Proactive approach to follow up on pending tasks and documents.

· Willingness to learn and adapt to new processes and systems.

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