Administrative Professional

2 days ago

Calamba, Calabarzon, Philippines beBeeAccountant Full time ₱400,000 - ₱800,000
Key Role: Accounts Administrator

This role offers a unique opportunity to leverage your administrative expertise in a dynamic environment. As an experienced Accounts Administrator, you will be responsible for delivering exceptional support to our accounting teams.

  • Document Management & Client Support:
    • Efficiently manage client documents and communications, ensuring timely delivery of signed documents and accurate record-keeping.
    • Provide high-quality support to clients through effective email management, messaging, and query redirection.
    • Develop and maintain standard correspondence templates for client communication, adhering to our brand guidelines.
  • Financial Administration:
    • Utilize Xero to generate and process invoices, ensuring accuracy and efficiency in financial transactions.
    • Monitor and update client details in XPM (WorkflowMax) and the Tax Agent Portal, maintaining up-to-date information for seamless service delivery.
  • Compliance & Regulatory Support:
    • Prepare and send ASIC company review correspondence using NowInfinity (or similar software), ensuring compliance with regulatory requirements.
    • Manage incoming ATO correspondence within the Tax Agent Portal, including Notices of Assessment, PAYG instalments, and other official communications.
  • System & Data Management:
    • Maintain and update client CRM records in ActiveCampaign, ensuring data accuracy and consistency across all systems.
    • Support the implementation and use of cloud-based software to enhance operational efficiency and productivity.
    Essential Qualifications & Experience:
    • Minimum 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.
    • Proficiency in Google Workspace (Drive, Docs, Sheets) and Microsoft Office Suite.
    • Ability to work effectively in a remote or hybrid team environment, with excellent written and verbal communication skills.

Join us in providing exceptional support to our clients and contributing to the growth and success of our organization.

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