(WFH) Administrative Assistant - Accord Accountants & Advisors

About Us:

At Accord, we have evolved beyond the role of traditional accountants, becoming the trusted personal advisors for all our client's financial decisions. Our holistic, all-in-one approach combines generations of expertise to deliver outstanding results for private family groups and small to medium-sized businesses. Learn more about us here: https://www.myaccord.com.au/

Why Join Us:

• Starting salary from PHP 40,000 to 50,000 per month.
• Working Monday to Friday 8:30am to 5:30pm PH
• Opportunities for career advancement and professional growth.
• Supportive and collaborative work environment.
• Small, professional team of Australian and Filipino accountants who value respect, collaboration, and open communication.
• Access to ongoing training and development programs.
• Work-life balance with flexible scheduling options.
• Permanent work from home set-up.
• New equipment supplied.

Position Summary:

The Administrative Assistant will play a critical role in ensuring the smooth daily operations of our firm. The position involves a wide range of administrative and clerical responsibilities to support our accountants and clients. The ideal candidate will be highly organised, detail-driven, and able to manage multiple tasks efficiently while maintaining a high standard of professionalism.

Key Responsibilities:

• Manage client onboarding processes, prepare proposals and correspondence, coordinate reminders for key compliance dates, and ensure all client information is accurate and complete before it reaches accountants.
• Monitor outstanding jobs and scheduling requirements, prepare follow-up actions for managers, maintain up-to-date records across practice management systems, and ensure all documents are saved, filed, and archived appropriately.
• Handle annual company obligations, maintain company secretarial records, assist with the set-up of companies & trusts, and building of estate planning, and asset protection legal documentation.
• Prepare productivity reports, coordinate employee review information, maintain internal knowledge bases and procedure libraries, and support professional development tracking for staff.
• Prepare newsletters, manage client Google review and Net Promotor Score processes, oversee digital signing workflows, and ensure client-facing documents and communications are professional, clear, and consistent.

Skills:

• Proficient in Microsoft Office Suite (Word, Excel, Outlook).
• Familiarity with accounting software (e.g Xero) is advantageous.
• Excellent organizational and time management skills.
• Strong English verbal and written communication abilities.
• High attention to detail and accuracy.
• Ability to handle sensitive and confidential information with discretion.
• Customer service-oriented mindset.