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AU Finance / Accounting Assistant (Onsite) | ZR_767_JOB

AU Finance / Accounting Assistant (Onsite) | ZR_767_JOB

PeoplePartners IncQuezon City, 00, ph
26 days ago
Job type
  • Quick Apply
Job description

Job Description

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 experience   in 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.
  • Requirements

    Australian Financial or Accounting Assistant experience