Accounting Admin & Client Onboarding Specialist
Shore 360
Stand out for this role — generate a tailored resume and cover letter in about a minute.
Benefits offered by this job
Job summary
Shore360 is a 100% Australian-owned BP firm based in the Philippines. We are seeking a capable administrative support specialist to join the onshore team in Angeles and help with everyday workflows, client records, and document management.
You will handle onboarding/offboarding, CRM updates, and filing across platforms like Xero, NowInfinity, and Zoom, while supporting the onshore team to ensure tasks are completed accurately and on time.
Qualifications
- Experience in administration, preferably in accounting, bookkeeping, or professional services environments.
- Strong attention to detail and excellent organisational skills.
- Ability to manage multiple administrative tasks and meet deadlines.
- Able to work independently, manage priorities, and complete tasks with minimal supervision.
- Comfortable with digital documents, CRMs, and cloud-based platforms.
Responsibilities
- Assist with preparation of SFS packages and trust authority documentation.
- Support client onboarding and offboarding tasks.
- Maintain and update client details in the CRM.
- Process MyGov mail and file online signed documents.
- Manage and monitor inboxes and general admin tasks.
Skills
Tools
Job description
Shore360 is a 100% Australian-owned BP firm based in the Philippines. We are seeking a capable administrative support specialist to join the onshore team in Angeles and help with everyday workflows, client records, and document management.
You will handle onboarding/offboarding, CRM updates, and filing across platforms like Xero, NowInfinity, and Zoom, while supporting the onshore team to ensure tasks are completed accurately and on time.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
