Client Service Administrator

Client Services Administrator

Location: Cebu

Work Arrangement: Onsite, Fulltime

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, and Philippines supporting our global clients in the accounting industry.

About this role. . .

The Client Services Administrator plays a critical role in supporting Partners and professional staff to deliver exceptional client service. This position ensures smooth operations across office systems, workflow management, and administrative functions while maintaining compliance and quality standards.

Key Responsibilities:

Office Systems & Software Management

• Oversee client-related processes using tools such as HowNow, CAS 360, ASIC, Xero Practice Manager, Lodgement Spreadsheet, and ATO Mate.
• Ensure accurate updates and integration across platforms.
• Adapt to changes in the tech stack with provided training.

Workflow & Budget Coordination

• Manage incoming and outgoing tasks.
• Attend weekly workflow meetings and update job statuses.
• Create and monitor job budgets based on Partner direction.
• Track deadlines and ensure timely completion.

Professional Staff Support

• Handle accounts payable/receivable entries.
• Collate supporting documents for workpapers.
• Liaise with clients for queries and follow-ups.
• Prepare final job packages for client delivery.

Partner Assistance

• Coordinate meetings, calls, and virtual sessions.
• Prepare meeting materials and manage diaries.
• Provide ad-hoc support for client deliverables.

Quality Assurance

• Review client documents for accuracy and compliance.
• Conduct audits of client files and maintain confidentiality.

General Administrative Duties

• Prepare client documents and correspondence.
• Manage communications and scheduling.
• Organize meetings, conferences, and events.

About you . . .

• Diploma or Bachelor's degree in Business Administration, Accounting, or related field (preferred).
• Minimum 3-5 years in an administrative or client services role within a professional services environment (accounting, legal, or financial services preferred).
• Proficiency in office software and practice management tools (e.g., Xero Practice Manager, CAS 360, HowNow).
• Strong MS Office skills (Word, Excel, Outlook).
• Ability to learn new systems quickly.
• Excellent organizational and time management skills.
• Strong attention to detail and accuracy.
• Effective communication and interpersonal skills.
• Ability to handle confidential information with discretion.
• Problem-solving and adaptability in a fast-paced environment.

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.