Financial Administrator Specialist

1 day ago

Batangas, Calabarzon, Philippines beBeeAccounting Full time ₱180,000 - ₱300,000
Accounting Support Professional

Job Overview:

We are seeking a highly skilled Accounting Support Professional to join our team. This role is crucial in ensuring smooth day-to-day operations, client communication, and document management.

Key Responsibilities:

  • Support the accounting team with tax document preparation and distribution via electronic signature (Adobe Sign).
  • Save signed documents to the relevant client folder (OneDrive).
  • Draft standard accountant correspondence and letters for client communication.
  • Manage client email inquiries, take messages, and redirect queries to the appropriate staff.
  • Assist with distributing group communications and newsletters.
  • Process invoices in Xero.
  • Manage debt collection activities via email and follow up with clients as required.
  • Monitor and update client details in XPM (WorkflowMax) and the Tax Agent Portal.
  • Prepare and send ASIC company review correspondence using NowInfinity (or similar software).
  • Manage incoming ATO correspondence within the Tax Agent Portal, including Notices of Assessment, PAYG instalments, and other official communications.
  • Respond to ATO phone calls, including arranging payment plans, submitting interest remission requests, and handling client-related inquiries.
  • Maintain and update client CRM records in ActiveCampaign.
  • Ensure accurate storage and retrieval of client records across all systems.
  • Support the implementation and use of cloud-based software to improve operational efficiency.

Qualifications & Experience:

  • Minimum of 2 years' experience in an administrative role, preferably within accounting, financial services, or professional services.
  • Strong knowledge and experience in at least one accounting software, ideally Xero and WorkflowMax/XPM.
  • Experience using NowInfinity, ActiveCampaign, and Adobe Sign (preferred but not mandatory).
  • Proficiency in Google Workspace (Drive, Docs, Sheets) and Microsoft Office Suite.
  • Previous experience working within a remote or hybrid team environment.
  • Demonstrated ability to learn new systems, processes, and business terminology quickly.
  • Strong organisational skills with the ability to manage multiple priorities in a fast-paced environment.
  • Excellent written and verbal communication skills with high attention to detail.

What We Offer:

We offer a dynamic and supportive work environment that encourages growth and development.

About Us:

Our organization is committed to providing exceptional service to our clients and stakeholders.

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