Office Administrator (XERO and CRM experience) - Angeles
Office based: Sto. Domingo, Angeles City
Monday to FridayMorning Shift
Competitive Salary Package
Job Description:We are seeking a reliable and detail-oriented Office Administrator with solid experience in Xero accounting software and various CRM platforms. The ideal candidate will provide administrative, accounting, and customer relationship support to ensure smooth daily operations.
This role requires strong organizational skills, excellent communication, and the ability to work independently while managing multiple tasks efficiently.
Key Responsibilities: Xero Bookkeeping & Accounting
Perform daily bank reconciliations, invoicing, and expense tracking in Xero.Generate financial reports and support monthly closing processes.
Assist in payroll processing and BAS preparation (if AU-based clients).
CRM ManagementMaintain and update client databases across CRM platforms (e.g., HubSpot, Zoho, Salesforce, Pipedrive).
Manage lead pipelines, tag and segment contacts, and automate workflows.
Track client interactions and generate CRM reports as needed.
Administrative SupportSchedule appointments, manage calendars, and send reminders.
Draft and manage emails, documents, proposals, and internal communication.
Coordinate tasks between departments and follow up on deadlines.
Customer ServiceRespond to client inquiries via email, chat, or phone in a timely and professional manner.
Provide after-sales support and follow-ups to ensure client satisfaction.
Other Ad Hoc Tasks
Perform data entry, research, spreadsheet management, and reporting.Assist in light social media management and content scheduling (if required).
File management using Google Drive, Dropbox, or similar platforms.
Qualifications: Proven experience as a General Virtual Assistant or similar administrative role.
Proficient in Xero with hands-on experience in bookkeeping and reconciliation.Extensive CRM background – preferably familiar with 2 or more systems (e.g., Salesforce, HubSpot, Zoho, etc.).
Strong understanding of accounting principles and familiarity with invoicing and financial reporting.
Tech-savvy with knowledge of productivity tools such as: Google Workspace / Microsoft 365
Trello, Asana, ClickUp, or similar project management toolsExcellent written and verbal communication skills.
Strong attention to detail, organizational, and time-management skills.
Ability to multitask, prioritize, and work with minimal supervision.
Preferred but Not Required: Knowledge of Australian accounting and tax standards (BAS, GST).
Experience in e-commerce platforms or digital marketing CRMs.Background in customer support or sales support roles.
Job Type: Full-time
Benefits: Additional leave
Company Christmas giftCompany events
Health insurance
On-site parking
Paid training