Administrative Assistant

3 days ago

Paranaque City, Calabarzon, Philippines beBeeAccounting Full time ₱360,000 - ₱420,000

Job Title: Accounting Support Specialist

As an Accounting Support Specialist, you will play a vital role in ensuring the smooth day-to-day operations of our accounting team. You will provide exceptional support to clients, handling various tasks such as client correspondence, document management, and communication with regulatory bodies.

Key Responsibilities:
  • Sending completed tax documents and other forms for electronic signature using Adobe Sign software.
  • Managing client email inquiries, taking messages, and redirecting queries to the appropriate staff member.
  • Assisting with distributing group communications and newsletters.
Financial Administration:
  • Generating and processing invoices in Xero accounting software.
  • Managing debt collection activities via email and following up with clients as required.
  • Monitoring and updating client details in WorkflowMax and the Tax Agent Portal.
Compliance & Regulatory Support:
  • Preparing and sending ASIC company review correspondence using NowInfinity or similar software.
  • Managing incoming ATO correspondence within the Tax Agent Portal, including Notices of Assessment, PAYG instalments, and other official communications.
  • Responding to ATO phone calls, including arranging payment plans and handling client-related inquiries.
System & Data Management:
  • Maintaining and updating client CRM records in ActiveCampaign.
  • Ensuring accurate storage and retrieval of client records across all systems.
  • Supporting the implementation and use of cloud-based software to improve operational efficiency.

Requirements:

  • 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.
  • Proficiency in Google Workspace 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.

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