Client Services Administrator

OFFSHORE BUSINESS PROCESSING INC.; Metro Manila; On-site; PHP 279,000 - 446,000; Full time

Benefits offered by this job

HMO Day 1

Travel opportunities

Work-life balance

Learning opportunities

Job summary

OFFSHORE BUSINESS PROCESSING INC. is seeking an Administration Support professional to manage onboarding paperwork, client agreements and reporting. You will work with the team to ensure professional, timely communication and accurate document handling.

The role involves onboarding, client billing, and producing final compliance packages while maintaining data integrity. It is an on-site position in Ortigas Pasig and Cubao, with a focus on discretion, accuracy and client confidentiality.

Qualifications

• Certificate in Office Administration or related qualification.
• Minimum 2 years’ experience in an administration role.
• Excellent verbal, written and interpersonal communication skills.
• Demonstrates strong organisational skills and ability to juggle multiple projects.

Responsibilities

• Collaborate with team to complete onboarding paperwork and presentation materials professionally and on time.
• Communicate with team via face-to-face, email, telephone, and mail.
• Prepare and format documents; ensure client billing is accurate and timely.
• Assist in creating and maintaining ongoing reporting for Tax, Accounting, Consulting and Superannuation teams.
• Onboard and maintain client agreements and other applications.

Skills

Attention to detail

Communication skills

Interpersonal skills

Organizational skills

Team collaboration

Education

Certificate in Office Administration

Finance qualifications desirable

Job description

Job Summary

• HMO on Day 1
• Receive promising perks and rewards
• Experience travel opportunities
• Get recognized for what you do
• Achieve work-life balance
• Improve exponentially with enhanced learning

Responsibilities

Administration Support

• Collaboration with other members of the team to ensure that all onboarding paperwork and presentation materials are completed in a professional, client appropriate and timely manner
• Use a variety of mediums to effectively communicate with team members, as appropriate, i.e. face-to-face, email, telephone, mail
• Document production and formatting
• Collaboration with other members of the team to ensure that all client billing requirements are completed in a professional, client appropriate and timely manner
• Assist with the creation and maintenance of ongoing reporting requirements for the Tax, Accounting, Consulting and Superannuation team

External Client Support Work

• On-boarding and maintenance of clients including preparation of new client agreements and other applications
• Processing cash payments and receipts
• Create electronic workpaper management projects
• Collation of final compliance packages including tax returns, financial statements, meeting minutes etc. Preparation of income tax returns, activity statements, fringe benefits returns, charitable entity and super fund returns for lodgment with the ATO and The Charities and Not-for-profits Commission (“ACNC”).
• Processing cash payments and receipts

Teamwork

• Ensure that the daily deliverables are met
• Proactively support team members as required
• Work efficiently with the internal Operations team ensuring all processes and deadlines are followed accordingly

Data Management

• Maintain data entry requirements by following procedures and processes
• Verify entered client information to ensure data integrity

Compliance and Values

• Comply with policies and procedures at all times
• Act in accordance with Group’s Values
• Actively execute all activities in an honest, compliant and trustworthy manner
• Respect and maintain confidentiality of client information at all timesReport any issues relating to compliance and risk management to the Director – Client Operations and Legal, Risk Compliance and Governance Team;
• Assist in special projects including internal reviews and system improvements

Requirements

• Certificate in Office Administration or tertiary qualifications in Finance desirable
• Minimum 2 years’ experience in an administration role
• Strong attention to detail and accuracy, takes pride in doing a job well, able to show initiative, understands a sense of urgency and delivers on commitments
• Excellent verbal, written and interpersonal communication skills
• Exemplary organisational skills and an ability to juggle multiple projects effectively whilst remaining calm under pressure
• Can run to tight deadlines and liaise with other team members to ensure team adherence to delivery dates
• Team player and proactive in assisting the team, shows control and provides support when required
• Polished people skills including a professional telephone manner and ability to interact positively, appropriately and professionally with colleagues, clients and external contacts at all levels
• Mature, discreet and demonstrates sound judgement
• Must be ok to work on site in Ortigas Pasig and Cubao
• No work schedule preference