Client Service Assistant
Location: Mandaluyong, Metro Manila
Shift: 7:00 AM - 4:00 PM, Monday to Friday
Work Arrangement: Onsite
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UNLOCK YOUR POTENTIAL AT TOA GLOBAL!
At TOA Global, we are passionate about helping professionals thrive in their careers, businesses, and communities. With a global presence spanning Australia, New Zealand, North America, the Philippines, South Africa, and South America, we empower accounting professionals by providing world-class opportunities and support.
ABOUT THE ROLE:
The Client Service Assistant provides a range of administrative services to support the professional, effective and efficient operation of the client
MAJOR RESPONSIBILITIES
Provide a range of administrative services to support the effective and efficient operation of the directors, client managers and accountants.
Duties may include:
♦ Contact with clients on a daily basis to assist with their requirements
♦ Liaise with directors, client managers and accountants to ensure they have everything they need to complete their work
♦ Provide reports as requested either from online sources or internally
♦ Provide a high level of Corporate Secretarial support to select clients
♦ Input new clients into system, including upkeep of numbering system
♦ Apply for registrations from ATO; arrange ATO payment plans for clients
♦ Assist with projects from time-to-time as required by director
♦ Assist with the preparation of fees including monthly billing clients
♦ Assist bookkeeper with credit control as required
♦ Timesheet upkeep for director/s as required
♦ Liaise with contractors (phone, computer etc) to minimise downtime during equipment breakdowns;acquire knowledge of hardware to minimise contractor callouts
♦ Maintenance of standard letters, portfolio & procedures; new administration procedure creation and documentation
♦ Compilation of tax returns and financial statements
♦ Preparation of correspondence including letters, reports and other documents
♦ Attendance to ATO notices of assessment and other ATO correspondence
♦ Attendance to ASIC correspondence
♦ Receipt & preparation of incoming payments for banking
♦ Assist other administration with the maintenance of office supplies and equipment to ensure effective and efficient office administration
♦ Ad-hoc duties as requested
Manage enquiries from the clients, either by providing accurate information in response to straightforward inquiries or directing the enquiry to an appropriate member of staff, to ensure prompt responses and maintain the professional image of the company.
ABOUT YOU:
- Bachelor's degree in in business administration, accounting, or a related field.
- At least 1-2 years of prior experience in similar roles, particularly within financial services or accounting, demonstrating familiarity with office procedures and client interaction.
- Preferably with experience in ATO and ASIC correspondence.
- Excellent communication and interpersonal skills.
- Proficient in data entry management.
- Strong attention to detail and accuracy.
- Ability to prioritize and multitask in a fast-paced environment.
- Proficient in office and accounting software (e.g., Microsoft Office suite, accounting software)
- Market 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.
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.