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AU Client Services Officer- Hybrid- Angeles, Pampanga

Pampanga - Luzon
Confidential

Published on www.monsterindia.com 28 Mar 2025

Job description:

This is a hybrid role based in any office across the Philippines. Candidates must be willing to work onsite for three (3) days and remotely for two (2) days each week.

Shift: Between 5:30 AM and 5:30 PM.

INDIVIDUAL QUALITIES

  • Exceptional attention to detail
  • Excellent written and verbal Australian English communication skills
  • Good problem-solving skills and strong ability to apply critical thinking and show initiative
  • Willingness to learn
  • Strong organizational skills and can operate autonomously Be a "team player"
  • Positive and happy attitude
  • Highest standard of ethics, confidentiality, and professionalism
  • Excellent time management skills

KEY DUTIES & RESPONSIBILITIES

Client Responsibilities

Client Database administration

  • Setup of Clients
  • Updating Client Information
  • Archiving clients

· Mailing and ensuring signed documents are returned

ATO reporting

  • Generation of ATO reports to send to managers for external providers
  • Generation of ATO and draft emails to clients of outstanding lodgements or payment
  • Download and send correspondence to managers

ASIC Management

  • Monitor of Company annual payments and follow ups to clients
  • Saving of annual Company statements and checking company information is correct

Filing

  • Daily filing
  • Create files
  • Organising files
  • Retrieval of information
  • Archiving

 

Administration Responsibilities

  • Complete accurate timesheets daily
  • Ensure that all work is error-free and professionally presented and complies with Future Accounting's procedures and systems
  • Participate in external and internal training as required
  • Other duties as requested

Qualification and requirements:

Software Experience highly regarded:

  • Karbon
  • NowInfinity

Non-negotiable skills & requirements:

QUALIFICATIONS & EXPERIENCE

  • Min of 2 years experience in working with Australian Accounting firms
  • Excellent customer service knowledge
  • Software Experience Required:
  • Xero knowledge including XeroPM
  • Experience with Annature
  • Excellent use of Microsoft 365 – Excel, Sharepoint, Word, Powerpoint etc

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