Job Description - AU Finance/Accounting Assistant (Onsite) | ZR_767_JOB
Job Overview
Work Onsite Set-Up (Eastwood, Quezon City)
Fixed Morning Schedule/Day-shift
Fixed Weekends Off
In this onsite opportunity, we are seeking a detail-oriented AU Finance/Accounting Assistant (Onsite) to support our financial advisors with administrative and compliance-related tasks. This role involves maintaining accurate client records, preparing key documents, and ensuring efficient workflow management.
Job Description
As an AU Finance/Accounting Assistant (Onsite), you will be responsible for the following key tasks:
Create and maintain review files for financial planning clients.
Update client information in Xplan (negotiable) or Microsoft Excel and ensure data accuracy.
Prepare and raise Fixed Term Agreements and ROA MDA documents.
Transcribe file notes and maintain organized records.
Assist with general administrative tasks and ad hoc duties as required.
Requirements
Minimum 2 years of relevant experiencein AU Finance/Accounting Assistant or similar roles.
Experience working for an Australian Client/Business is required.
Proficiency in Microsoft Office or AU Finance/Accounting software.
Strong attention to detail and organizational skills.
Excellent communication and time management abilities.
Ability to handle confidential information with discretion.
Benefits
Company-provided equipment
21 Leave Credits
100% conversion of UNUSED leave credits
HMO on Day 1
13th Month Pay
Grab Voucher every month
Birthday Gift
Loyalty Gift
Christmas Gift
Work-Life Balance
Active employee engagements physically such as Christmas Party & Team Building, and virtual events such as town-hall with prizes.
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