Onboarding Support Specialist

3 days ago

Angeles City, Central Luzon, Philippines Cloudstaff Full time ₱300,000 - ₱600,000 per year

Responsibilities

System Setup & Admin Tasks

  • Set up Dext for new files, including user invites, supplier rules, and Xero integration
  • Create XPM profiles and link them to the ATO and Xero
  • Confirm Xero or MYOB subscriptions are transferred and accepted
  • Update the Visory platform with accurate client info, workflows, and team allocations

Bookkeeping Support

  • Set up workpapers and complete basic reconciliations (e.g. review and reconcile Wages
  • Payable and Super Payable accounts where these are out of balance)
  • Escalate reconciliation items outside of scope (e.g. intercompany loans, tax suspense) to the Technical Onboarding Specialist
  • Support transaction coding and historical clean-up as assigned

Workflow Support & Team Coordination

  • Maintain up-to-date onboarding checklists and task statuses in the Visory platform
  • Escalate missing information, access issues, or delays to the Technical Onboarding Specialist
  • Assist with onboarding documentation and handover pack preparation
  • Attend team stand-ups and provide timely progress updates

Qualifications

  • 4+ yrs AU bookkeeping with GST/BAS basics
  • Confident with data entry, reconciliations, and document management
  • Strong attention to detail and task follow-through
  • Good communicator able to provide updates and ask for help when needed
  • Organised and responsive to changing priorities
  • Eager to learn and grow in bookkeeping
  • Strong written/spoken English

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