Finance Clerk

Global Staff Network; Davao City; On-site; PHP 201,000 - 312,000; Full time

Job summary

Global Staff Network is seeking a diligent Finance Clerk in Davao City to support client file management, document verification, and system updates. You will handle communications with clients, manage timelines, and assist with overflow tasks to maintain smooth operations.

The role requires strong attention to detail, organizational skills, and proficiency in Microsoft Office. Onsite schedule is Monday to Friday, 6:00 AM – 3:00 PM Philippine Time.

Qualifications

• Bachelor’s degree in finance, accounting, or a related field is a plus.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Experience with document management systems such as LEAP is desirable.
• Ability to manage multiple tasks simultaneously and work effectively in a team environment.

Responsibilities

• File Management and Document Verification: Open new client files and verify identification documents; check documents against emails for accuracy before opening the file.
• Client Communication: Send emails to clients regarding statuses (RTF/CC Payment Confirmation, CC Declined notices, etc.) and prepare initial letters at contract start.
• System Updates and Documentation: Update LEAP with fully executed contract dates; save documents with correct naming conventions; review incoming documents for accuracy.
• Task and Calendar Management: Update calendar and tasks once FE COS contracts arrive; follow up on missing documents.
• Team Support: Assist with general overflow tasks from the team to ensure smooth operations.

Skills

Attention to detail

Communication

Time management

Teamwork

Education

Bachelor's degree in finance or accounting

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

LEAP

Job description

Position: Finance Clerk

Schedule: Monday to Friday

Hours: 6:00 AM – 3:00 PM Philippine Time

Setup: Onsite

Location: Davao City

Job Overview:

We are seeking a diligent and detail-oriented Finance Clerk to join our team. This role will support the team in managing client files, verifying and processing documents, updating systems, coordinating client communications, and following up on outstanding requirements.

The ideal candidate is highly accurate, organized, proactive, and comfortable handling multiple administrative tasks while maintaining proper documentation.

Key Responsibilities:

• File Management and Document Verification:
• Open new client files and verify identification documents.
• Check documents against emails, including Land Contracts, Build Contracts, and CC Authority Forms for accuracy before opening the file.

Client Communication:

• Send emails to clients regarding various statuses such as RTF/CC Payment Confirmation, CC Declined notifications, the outset of primary contracts for conveyancing, and fully executed contracts if available.
• Prepare and send initial letters to clients at the beginning of the contract.

System Updates and Documentation:

• Update LEAP with fully executed contract dates.
• Save documents to the file using the correct syntax and naming conventions.
• Review and save all incoming documents to ensure they are accurate and properly recorded.

Task and Calendar Management:

• Update the calendar and tasks once fully executed contracts of sale (FE COS) arrive.
• Follow up on missing documents as required to ensure all necessary paperwork is complete.

Team Support:

• Assist with general overflow tasks from the team, providing support where needed to ensure smooth operations within the department.

Qualifications:

• Bachelor’s degree in finance, accounting, or a related field is a plus.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Experience with document management systems such as LEAP is desirable.
• Ability to manage multiple tasks simultaneously and work effectively in a team environment.

Skills and Attributes:

• High level of accuracy and attention to detail.
• Strong time management and organizational skills.
• Good interpersonal skills and the ability to communicate effectively with clients and team members.
• Proactive approach to follow up on pending tasks and documents.
• Willingness to learn and adapt to new processes and systems.