Client Services & Admin Specialist - Fixed Weekends Off

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

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.