Practice Data & Systems Administrator

TOA Global Pty; Pampanga; Presencial; PHP 658.000 - 937.000; Jornada completa

Descripción de la vacante

TOA Global Pty in Clark, Philippines is seeking a meticulous Data Administrator to manage client records, onboarding in Xero Practice Manager (XPM), and data quality across practice systems. This onsite, full-time role offers a stable day shift and a supportive team environment.

You will oversee client intake, maintain SharePoint vaults, audits for Audit Shield, and coordinate offboarding while ensuring accurate metadata and documentation across the firm’s processes.

Formación

• Prior experience in practice administration, data administration, or client services within a professional services or accounting firm.
• Proficiency with XPM, Xero, and SharePoint preferred.
• Ability to manage high-volume workflows independently.
• Strong communication and documentation skills.

Responsabilidades

• Client Onboarding & Intake Administration: Execute new client setups in XPM, verify documentation, establish Xero Blue profiles and SharePoint Vault folders, and configure Audit Shield portal access.
• Database Quality & Maintenance: Manage client codes, contact groups, record updates, data cleansing, and portfolio reallocations across XPM and related systems.
• Offboarding & Vault Management: Coordinate account settlements, delinkings, and archival; maintain precise SharePoint metadata and retention.
• Audit Shield & Practice Reporting: Manage renewals, updates, and claim lodgments; produce scheduled XPM and aged debtors reports.

Conocimientos

Attention to detail

Problem solving

Clear communication

Herramientas

Xero Practice Manager (XPM)

Xero

SharePoint

Descripción del empleo

TOA Global Pty in Clark, Philippines is seeking a meticulous Data Administrator to manage client records, onboarding in Xero Practice Manager (XPM), and data quality across practice systems. This onsite, full-time role offers a stable day shift and a supportive team environment.

You will oversee client intake, maintain SharePoint vaults, audits for Audit Shield, and coordinate offboarding while ensuring accurate metadata and documentation across the firm’s processes.