WFH Senior Administrator with AU Bookkeeping firm experience - Balanced Beans

About Us:

Balanced Beans is an Australian Accounting & Bookkeeping practice supporting small and family businesses since 2020. We've grown fast by keeping things simple: clear numbers, honest advice, no jargon.

We're a close-knit, down-to-earth team who genuinely love what we do, and we back that up with multiple local business awards. If you want real variety, a friendly team, and a workplace where your contribution actually matters, you'll fit right in.

Visit our website to learn more: https://balancedbeans.au/

Why Join Us:

• Permanent work from home set-up.
• Working Monday to Friday | 7am to 3pm PH time.
• Salary range between 70,000 to 95,000 PHP per month.
• Opportunities for professional development and growth.
• Collaborative and supportive work environment.
• Work-life balance with flexible scheduling options.
• New equipment supplied.

Position Summary:

The Administrative Assistant will play a crucial role in ensuring the smooth operation of our firm. This position involves a wide range of administrative and clerical duties to support our accounting staff and clients. The ideal candidate will be detail-oriented, possess excellent communication skills, and have the ability to manage multiple tasks efficiently.

Key Responsibilities:

• Assist accounting staff with daily administrative tasks, including managing calendars, scheduling appointments, and organising meetings.
• Process fortnightly/monthly payroll, including timesheets, leave entitlements, super and STP lodgements.
• Serve as the first point of contact for clients, managing phone calls and email correspondence in a professional and courteous manner, prioritising and responding to enquiries in a timely manner.
• Maintain and organise client files, records, and documentation, ensuring confidentiality and compliance with firm policies.
• Accurately enter and update client information, financial data, payroll records and other information into the firm's database and accounting software.
• Manage Karbon workflows, including setting up jobs and budgets, and reporting on KPIs to support team productivity and job profitability.
• Onboard new clients, ensuring a smooth and professional transition into the firm's systems and processes.
• Follow up with clients who haven't provided requested information, to keep jobs on track and avoid delays.
• Prepare and follow up on proposals, ensuring timely responses and accurate documentation.
• Manage and monitor out-of-scope billings, ensuring additional work is identified, tracked, and invoiced appropriately.
• Provide support for special projects and initiatives as needed, including research, data collection, and report preparation.

Skills:

• Strong verbal and written communication abilities.
• Minimum of 2 years of administrative experience, preferably in an accounting or financial services environment.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Familiarity with accounting software Xero is advantageous.
• Excellent organisational and time management skills.
• Attention to detail and accuracy.
• Ability to handle sensitive and confidential information with discretion.
• Customer service-oriented mindset.

We look forward to welcoming a dedicated and proactive Administrative Assistant to our team!