Administration Assistant

Administration Assistant | Onsite | Xplan
Location
: Clark, Onsite

Shift
: 7:00 AM - 4:00 PM Monday - Friday

Unlock your potential
At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, Philippines, South Africa, and South America, supporting our global clients in the accounting industry.

About this role. . .

As an Administration Assistant, you will deliver high-quality support across a wide range of administrative tasks, helping us enhance the client and advisor experience. You'll work closely with our internal teams and external service providers to ensure processes run efficiently and accurately.

Duties and Responsibilities:

• Maintain and update databases (client details, data collection forms)
• Manage filing systems and document storage
• Process revenue matching and distribute monthly reporting
• Create and maintain client opportunities, matters and time adjustments
• Assist with onboarding/offboarding staff
• Support the Innovation Committee with ad hoc projects
• Monitor and action tasks in the 'Change of Details' inbox
• Set up Xplan client portal logins
• Co-ordinate marketing newsletter distribution
• General administration, data entry, and assisting with invoicing
• Attend team meetings and contribute to improving admin processes

About you

• Diploma or Certificate IV in Business Administration, or equivalent experience
• At least 2 years of experience in similar role
• Previous experience in a professional services environment (desirable)
• Financial services knowledge is advantageous but not essential
• Proficiency with Microsoft Office; experience with Xplan is a plus
• Strong organisational skills and attention to detail
• Excellent communication and interpersonal abilities
• A positive, proactive mindset with the ability to work independently and as part of a team
• Motivation to continuously improve processes and contribute to team success
• Reliability, initiative, and a commitment to delivering high-quality work

What's in it for you?

• A competitive salary
• Health Insurance, and Life Insurance coverage
• 21 annual paid leaves
• Annual increase (Annual Performance Review)
• Tenure Recognition Program
• Access to certifications and courses from Ab2 Institute of Accounting
• 20+ options of free coffee and chocolate drinks
• Billiards, table tennis, or foosball in our breakout room
• Work-life balance and logging off on time for you to enjoy more personal time.
• A genuinely diverse, caring, supportive and high achieving team environment.
• Ongoing training, development and career progression opportunities
• Free & conveniently located onsite parking.

We live by our
VALUES
to cultivate and foster growth and innovation.

BE AWESOME:
Exceptional individuals create collective genius. We celebrate success, reward outstanding performance, and make work fun by fostering a supportive and inspiring environment.

KEEP IT REAL:
We value honesty, accountability, and open communication. We own our actions, prioritize compassion, empathy, and understanding, and foster meaningful conversations.

BRING THE WOW:
We strive for excellence in everything we do. Going the extra mile is our standard, as we are committed to delivering outstanding results.

DREAM BIG:
We embrace a culture of continuous learning, exploration, and improvement. With ambitious goals, we constantly seek knowledge and self-improvement.

Join TOA Global and experience the difference

We passionately embrace diversity and inclusion in all aspects of our organization. We believe by fostering an environment that values and celebrates individuals from diverse backgrounds, we unlock innovation, drive creativity, and amplify our ability to serve our customers and communities with excellence.