Client Onboarding Administrator

TOA Global; Pampanga; On-site; PHP 335,000 - 469,000; Full time

Benefits offered by this job

21 Total Annual Service Incentive Leav

Health & Life Insurance from day one

Day shift 7:00 AM - 4:00 PM

Onsite Clark facility

Job summary

TOA Global in Clark, Philippines is seeking a structured Client Onboarding Administrator to oversee end-to-end client setup and offboarding workflows for a premier professional services client.

You will serve as the administrative anchor for client intake-drafting engagement letters, performing conflict checks, managing client-to-agent linking, and maintaining database integrity across CRM and practice systems.

Qualifications

• Experience as Onboarding Administrator or similar roles in professional services or accounting is preferred.
• High data entry accuracy and strong organizational habits to manage intake timelines while ensuring compliance.
• Excellent written and verbal English communication skills and ability to collaborate with internal teams and external stakeholders.

Responsibilities

• End-to-End Client Intake & Offboarding: coordinate onboarding from prospect to full integration; draft letters and acceptance docs; manage offboarding when required.
• Compliance & Verification Checks: conduct client verification, conflict checks, and background searches; liaise with clients and external firms.
• Agent Portal & Software Administration: assist with onboarding portal setups, maintain client records in CRM and practice software.
• Digital Document & File Management: dispatch signing packages, track signatures, organize submissions, and follow up on intake actions.
• Client Relationships & Reporting: provide onboarding progress updates to managers and clients; perform ad-hoc reporting; uphold confidentiality.

Skills

Communication

Attention to detail

Organizational skills

English communication

Education

Relevant degree (advantageous)

Tools

Microsoft Office 365

CRM databases

Practice management software

Job description

Location: Clark, Philippines
Work Arrangement: Onsite, Full-time
Shift: Monday - Friday | 7:00 AM - 4:00 PM PHT

Unlock Your Potential!

At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, and the Philippines, supporting our global clients across the accounting, finance, and professional services industries.

We are seeking a structured, proactive, and detail-oriented Client Onboarding Administrator to oversee end-to-end client setup and offboarding workflows for a premier professional services client. You will serve as the administrative anchor for client intake-drafting engagement letters, performing conflict checks, managing client-to-agent linking, executing digital document packages, and maintaining database integrity across CRM and practice systems.

Your Impact

End-to-End Client Intake & Offboarding: Coordinate client onboarding from prospect phase through full integration; draft engagement letters, ethical clearance letters, and client acceptance documentation while managing structured offboarding processes when required.

Compliance & Verification Checks: Conduct client verification, conflict checks, and background searches; collect essential corporate secretarial documentation and liaise directly with clients or outgoing accounting firms.

Agent Portal & Software Administration: Assist with tax agent linking processes (e.g., Online Services for Agents/ATO portal setups), maintain client records in practice software and CRM systems, and assist with staff onboarding for software applications.

Digital Document & File Management: Dispatch digital signing packages, track outstanding client signatures weekly, download and organize file submissions, and follow up proactively on outstanding intake actions.

Client Relationships & Reporting: Maintain transparent communication with managers and clients on onboarding progress, fulfill ad-hoc reporting duties, and enforce strict adherence to firm compliance guidelines and client confidentiality.

What You Bring

Education & Experience: Relevant work experience as an Onboarding Administrator, Team Administrator, Executive Assistant, or Practice Support Specialist, ideally within professional services or public practice accounting. A relevant degree is advantageous but not essential.

Software Mastery: Proficiency in Microsoft Office 365 (Excel, Word, Outlook, Teams) and familiarity with practice management and CRM databases.

Compliance & Detail Focus: Strong analytical eye with high data entry accuracy, exceptional organizational habits, and the ability to manage intake timelines without compromising compliance standards.

Communication & Collaboration: Excellent written and verbal English communication skills; comfortable building relationships with team members, practice leaders, and external stakeholders.

Why You'll Love It Here

We believe in rewarding high achievers with a work environment that fuels both professional growth and personal well-being.

• Time for You: Enjoy 21 Total Annual Service Incentive Leaves, flexible to use for travel, emergencies, or anything you may need for your "Me time."
• Tenure Recognition Program: Celebrate your milestones with us; on your 2nd year, choose between a cash reward or one free HMO dependent.
• Health & Security: Comprehensive HMO and Life Insurance coverage from day one.
• Day Shift Balance: Enjoy a stable daytime schedule (7:00 AM - 4:00 PM PHT), keeping your evenings and weekends completely free.
• Onsite Community Hub: Work out of our modern Clark facility equipped with high-speed corporate technology, collaborative workspaces, and strong peer support.
• Global Practice Administration Pathway: Advance your administrative career by mastering international client intake compliance, digital workflow execution, and corporate governance alongside industry leaders.