Administration Assistant

Shore 360; Angeles; On-site; PHP 335,000 - 580,000; Full time

Benefits offered by this job

Day 1 HMO Coverage

Attendance Bonus - up to ₱5,000 perpay

Fixed Weekends Off

Unlimited Barista Coffee

Free Parking & Shuttle

Premium Game Lounge

Social Passion Clubs

Engaging Monthly Events

Referral Incentives

Maternity, Paternity, Solo Parent + OT

Job summary

Shore 360, based in Angeles, Philippines, seeks an efficient Administrative Assistant to deliver client service, maintain CRM records, and support compliance tasks for the Wealth Health division. You will liaise with clients, prepare proposals, and update internal workflows.

You will manage documents, assist the CSC with daily tasks, and handle confidential information with discretion, while contributing to a productive office environment and timely client file setups.

Qualifications

• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Strong written and verbal communication skills.
• Excellent organisational and time-management abilities.
• High attention to detail and accuracy.
• Ability to handle confidential information discreetly.
• Customer-focused with a professional, friendly manner.
• Ability to prioritise tasks and meet deadlines.
• Independent and collaborative worker with initiative.
• 1-2 years' experience in a similar administrative role.

Responsibilities

• Respond to client enquiries or route to the appropriate team.
• Maintain professional relationships with clients and deliver high service.
• Maintain accurate client records in CRM and practice management systems (Xero Practice Manager and AdviserLogic).
• Ensure documents are stored and archived per policies and regulations.
• Prepare proposals and process accepted jobs.
• Update workflow and job statuses in internal systems.
• Assist the Client Service Coordinator with daily admin tasks.
• Support special projects and ad hoc duties as required.
• Monitor workflow and job progress for clients and accountants.
• Manage Australian Taxation Office administration tasks (e.g., deferrals, lodgement lists, ECC, etc.).
• Maintain client records and documentation.
• Foster positive relationships between clients and Walshs.
• Prepare and coordinate documentation for new/existing clients.
• Handle confidential client information professionally.
• Complete tax file setups and schedule tax appointments.
• Request outstanding information from clients.
• Provide general admin support to Wealth Health Division.

Job description

Objectives of the Role:

The objective of this role is to provide administrative, client service, and compliance support to ensure the firm operates efficiently and delivers high-quality client experience. You will be responsible for ensuring our administration team is adequality supported, and the client information in our CRM system is accurate.

Main Duties and Responsibilities:

• Respond to client enquiries or direct them to the appropriate team member.

• Maintain professional and positive relationships with clients while delivering exceptional customer service.

• Maintain accurate client records within CRM and practice management systems (e.g. Xero Practice Manager and AdviserLogic).

• Ensure documents are stored and archived in accordance with company policies and regulatory requirements.

• Prepare proposals and process accepted jobs as required by the team.

• Update workflow and job statuses within internal systems.

• Assist the Client Service Coordinator (CSC) with daily administrative tasks.

• Support special projects and ad hoc administrative duties as required.

• Monitor workflow and job progress for clients and accountants.

• Manage Australian Taxation Office (ATO) administration, including:

  • General correspondence

  • Deferral requests

  • Lodgement lists

  • Division 293 matters

  • Excess Contributions Charge (ECC)

  • Remission requests

  • Other ATO-related administrative tasks

• Maintain accurate records, client file notes, and documentation.

• Foster and maintain positive relationships between clients and Walshs.

• Prepare and coordinate documentation for new and existing clients within required deadlines.

• Handle confidential client information with professionalism and discretion.

• Complete tax file setups.

• Schedule tax appointments and meetings.

• Request outstanding information and documentation from clients.

• Provide general administrative support to the Wealth Health Division as required.

Skills and Experience

• Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook).

• Excellent written and verbal communication skills.

• Strong organisational and time management skills.

• High level of attention to detail and accuracy.

• Ability to manage confidential information with discretion.

• Customer-focused with a professional, friendly, and approachable manner.

• Strong ability to prioritise tasks and manage competing deadlines.

• Proactive, reliable, and capable of working both independently and collaboratively.

• Minimum of 1-2 years' experience in a similar administrative role.

Qualifications

• Secondary education required.

• A relevant tertiary qualification is preferred but not essential.

Performance Goals

• Complete administrative tasks accurately and within required timeframes.

• Communicate confidently and professionally with clients via phone and email.

• Respond to client enquiries within 24-48 hours, or proactively advise clients if turnaround times will be longer.

• Deliver a high standard of client service, reflected in positive feedback from clients and colleagues.

• Ensure compliance through accurate data entry, documentation, and timely completion of client file setups.

• Contribute to maintaining an organised, efficient, and productive office environment.

• Consistently meet deadlines while providing effective support to professional staff.

Shore Xtra Perks

• Day 1 HMO Coverage

• Attendance Bonus - Get a chance to win up to ₱5,000 every pay run for consistent, perfect attendance via raffle draw.

• Fixed Weekends Off - Enjoy a guaranteed work-life balance with Saturdays and Sundays off.

• Unlimited Barista Coffee all shift long

• Free Parking & Shuttle

• Premium Game Lounge - Relax and recharge in our dedicated on-site recreational zone

• Join our Social Passion Clubs to connect with like-minded peers and bring your whole self to work every day: Photography Club, Dance Club, Fitness Club, Book Club, Music Club

• Engaging Monthly Events - Experience a vibrant culture with regular team activities and celebrations with amazing prizes and rewards

• Referral Incentives - Get rewarded for bringing top talent to the team via our referral program.

• Statutory Benefits: Maternity, Paternity, and Solo Parent Leaves, Magna Carta for Women, OT, and Premium Pays