Accounting Client Services Administrator (Onsite, Dayshift)

About Shore360:

Shore360 is a 100% Australian-owned BP firm based in the Philippines, providing customized staffing and administrative support for international companies, handling recruitment, HR, IT, and office facilities so clients can focus on core business, offering transparent pricing, dedicated teams, and flexible setups.****

Key Responsibilities

Administration & Client Support

• Assist with the preparation of SFS packages and trust authority documentation
• Support client onboarding and offboarding tasks
• Maintain and update accurate client details in the CRM
• Process MyGov mail
• Complete online signed document filing
• Manage and monitor inboxes
• Assist with general administrative and documentation tasks as required

Support for the Onshore Team

• Assist with administrative tasks as directed by the onshore team
• Ensure delegated tasks are completed accurately and within required timelines
• Maintain organised records and documentation
• Provide reliable day-to-day administrative support to help the onshore team manage workload and priorities

Software & Platforms

Experience with any of the following systems is highly advantageous:

• Xero – accounting, bookkeeping, BAS, payroll, bank feeds, and client files
• Xero Practice Manager (XPM) – job management, workflow, WIP, billing, and staff jobs
• Xero Practice Hub (XPH) – client/practice communication and document management
• FYI – document management and workflow
• NowInfinity – company, trust, SMSF, and legal documentation
• Practice Ignition – proposals, engagement letters, and client fee agreements
• Monday – job management
• BGL – SMSF administration and compliance
• ASIC Portal – company registrations and ASIC-related work
• Content Snare – collecting onboarding/client documents and information
• FeeSynergy – fees, billing, and client onboarding/payment processes
• Zoom – team meetings, training, and client meetings

What We're Looking For

• Previous experience in administration, preferably within an accounting, bookkeeping, or professional services environment
• Strong attention to detail and excellent organisational skills
• Ability to manage multiple administrative tasks and meet deadlines
• Ability to work independently, manage priorities, and complete tasks with minimal supervision
• Comfortable working with digital documents, CRMs, and cloud-based platforms
• Good written and verbal communication skills
• Able to follow established processes and instructions
• Reliable, proactive, and adaptable
• Willingness to learn new systems and processes
• Comfortable working with an Australian-based team and Australian business processes

Role Scope

This is a support-focused administrative role. You'll work under the direction of the onshore team and will not have primary ownership of client, compliance, or finance tasks.

The role does not require independently handling direct client queries or sensitive escalations. Instead, your focus will be on ensuring that administrative tasks, documentation, client records, and workflows are completed accurately and on time.

Shore Xtra Perks

• Day 1 HMO Coverage
• Attendance Bonus – Get a chance to win up to ₱5,000 every pay run for consistent, perfect attendance via raffle draw.
• Fixed Weekends Off – Enjoy a guaranteed work-life balance with Saturdays and Sundays off.
• Unlimited Barista Coffee all shift long
• Free Parking & Shuttle
• Premium Game Lounge – Relax and recharge in our dedicated on-site recreational zone
• Join our Social Passion Clubs to connect with like-minded peers and bring your whole self to work every day: Photography Club, Dance Club, Fitness Club, Book Club, Music Club
• Engaging Monthly Events – Experience a vibrant culture with regular team activities and celebrations with amazing prizes and rewards
• Referral Incentives – Get rewarded for bringing top talent to the team via our referral program.
• Statutory Benefits: Maternity, Paternity, and Solo Parent Leaves, Magna Carta for Women, OT, and Premium Pays