Executive Admin

4 weeks ago

Angeles City, Philippines Australian Outsource Desk Inc. Full time

Executive Admin (with Xero & CRM Expertise)
Office based: Sto. Domingo, Angeles City
Monday to Friday
Morning Shift
Competitive Salary Package

Job Description:
We are seeking a reliable and detail-oriented Office Administrator with solid experience in Xero accounting software and various CRM platforms. The ideal candidate will provide administrative, accounting, and customer relationship support to ensure smooth daily operations. This role requires strong organizational skills, excellent communication, and the ability to work independently while managing multiple tasks efficiently.

Key Responsibilities:
Xero Bookkeeping & Accounting
Perform daily bank reconciliations, invoicing, and expense tracking in Xero.
Generate financial reports and support monthly closing processes.
Assist in payroll processing and BAS preparation (if AU-based clients).

CRM Management
Maintain and update client databases across CRM platforms (e.g., HubSpot, Zoho, Salesforce, Pipedrive).
Manage lead pipelines, tag and segment contacts, and automate workflows.
Track client interactions and generate CRM reports as needed.

Administrative Support
Schedule appointments, manage calendars, and send reminders.
Draft and manage emails, documents, proposals, and internal communication.
Coordinate tasks between departments and follow up on deadlines.

Customer Service
Respond to client inquiries via email, chat, or phone in a timely and professional manner.
Provide after-sales support and follow-ups to ensure client satisfaction.
Other Ad Hoc Tasks

Perform data entry, research, spreadsheet management, and reporting.
Assist in light social media management and content scheduling (if required).

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