Job Description - Client Service Administrator - AU
The Role
As a Client Services Administrator, you’ll be part of that engine room. You’ll work closely with financial planners to deliver exceptional back office support, accurate reporting, and walang katulad na client service
This is an office based role and we have offices in:
Cebu City
Dumaguete
San Fernando, Pampanga
(*Feel free to let us know which office you would be interested to be a part of)
What You'll Do
Flex your numbers skills & be a valuable player of an international team
Crunch numbers, prepare reports, letters, and client communications
Lodge applications and client documentation on time and error -free
Liaise with financial institutions (banks, fund managers, insurers, etc.)
Provide reliable admin support to keep business operations running seamlessly
Requirements
What We're Looking For
A degree in Accounting, Business, Commerce, or related field
Strong Microsoft Office skills (Excel, Word, Outlook)
Experience with financial software (Xero,
SAP, MYOB, QuickBooks, Xplan, insurance quoting tools) is a bonus
Previous experience as a VA or supporting international clients is an advantage
Understanding of financial services, banking, or accounting is a plus
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