Admin Assistant | Onsite | Xero/ XPM

Location: Cebu

Shift: Monday to Friday; 7:00AM – 4:00PM

Unlock your potential! At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, Philippines, South Africa, and South America, supporting our global clients in the accounting industry.

About The Role

You will be working closely with the business founder and management team, proactively taking administrative tasks off their hands. You will be responsible for maintaining the integrity of our Workflow Management system and other key software platforms we use in the business. You will work with the Team Leader to ensure lodgement deadlines are met.

Key Responsibilities

• Virtual Assistant activities
• Make phone calls
• Maintain overall integrity of Karbon Work Items + XPM Platform
• Process/oversee lodgements and maintain 100% on-time lodgement rate
• Workflow procedure updates (Karbon)
• Assisting with preparing client proposals (Ignition)
• Assisting with client onboarding procedures (Karbon, XPM, OneDrive)
• STP Filing and sending out payslips (Xero + KeyPay)
• Sending out supplier remittances (Xero)
• Document creation (Word, Powerpoint, Adobe)
• Creating excel spreadsheets for automation and information
• Running reports from various systems
• Creation and sending of e-signing packs (FuseSign)
• Using ATO portal to download and save documents
• Calling ATO and other government agencies and Australian businesses to arrange registrations and to obtain and provide information
• Managing senior client manager’s inboxes (Outlook/Karbon)
• Maintaining supplier and customer contacts (Xero)
• Software we use:
• Xero (client’s accounting records)
• Xero Practice Manager (timesheets and WIP management)
• DEXT (receipt capturing and processing)
• Karbon (email triage/to-do list/workflow management)
• Microsoft Office 365 (Outlook, OneDrive, Excel and Word)
• Ignition (client proposals)
• MS Teams (our primary internal communication tool)
  
  

Qualifications

• At least 3 years of experience in a similar role
• Excellent spoken and written English skills.
• Must have experience with any of the following software:
• Xero (client’s accounting records)
• Xero Practice Manager (timesheets and WIP management)
• DEXT (receipt capturing and processing)
• Karbon (email triage/to-do list/workflow management)
• Microsoft Office 365 (Outlook, OneDrive, Excel and Word)
• Ignition (client proposals)
• MS Teams (our primary internal communication tool)