Administrative Assistant of my smsfFreedom Careers

Opportunities:
Base Pay: 35,000 Php/month
Fulltime and WFH
Mon-Friday, dayshift and Sydney Time Zone
28 days of Paid Leave
HMO
Annual Performance Bonus
Career growth
About the RoleThe Administrative Assistant plays a critical role in supporting the accountants
while ensuring a seamless and positive client experience. By assisting in managing the
movement of documentation, client communication, and clerical tasks, this position contributes
to an efficient client journey, allowing the accountants to focus on delivering high-quality
services to our clients.Key Responsibilities:
● Client Engagement: Serve as an important point of contact for clients, ensuring timely
and professional communication. Assist clients with submitting financial documentation,
addressing inquiries, and providing support throughout their interactions with the
accountants.● Client Journey Management: Ensure a smooth and positive client experience from
start to finish. Maintain proactive communication regarding project statuses, deadlines,
and any issues or concerns, ensuring clients feel informed and valued throughout the
process.● Scheduling and Coordination: Coordinate meetings, calls, and appointments between
clients and accountants. Ensure that schedules are aligned and that all necessary
information is prepared for client interactions.● Client-Centric Correspondence: Prepare, proofread, and manage all client-related
communications, including emails, letters, and memos, with an emphasis on clarity,
professionalism and responsiveness.● HubSpot Ticket Management: Assist the accountant in maintaining and updating client
information in HubSpot, including ticket status, notes, and follow-up actions. Track and
manage client inquiries to ensure timely responses and resolutions.● Data Entry and Record Keeping: Accurately enter and update client data and
documentation into relevant systems, ensuring proper archiving and confidentiality.
Adhere to company policies and legal regulations related to data management and
privacy.
● Problem Resolution: Identify and escalate any client issues or concerns to
accountants, ensuring prompt resolution and maintaining a high standard of service
delivery.Qualifications:
● Attention to Detail: A high level of accuracy in managing client information and financial
documentation.
● Excellent Communication Skills: Strong written and verbal communication skills, with
the ability to interact confidently and professionally with clients.
● Adaptability: Ability to quickly learn and adapt to different systems, software, and
procedures, especially in client engagement tools like HubSpot.
● Team Player: Ability to work independently while maintaining a collaborative approach
within a team environment, ensuring seamless coordination with accountants and
clients.
● Client-Focused Mindset: A commitment to providing an exceptional client experience
through proactive communication and attention to client needs.This role is ideal for a dynamic individual who thrives in a client-facing environment, values
teamwork, and is dedicated to ensuring the success and satisfaction of clients throughout their
journey with MY SMSF EXPERTForge Your Empire: Unleash Your Inner Warrior with Freedom CareersForget stale routines and soulless cubicles. At Freedom Careers, we're not just recruiters, we're architects of destinies. We ignite your inner warrior, guiding you towards groundbreaking roles that fuel your career, personal, and financial growth.Imagine:: Build an empire of brick and mortar with, crafting your financial freedom one property at a time.: Becoming the architect of financial dreams, securing funding for ambitious plans and propelling growth.: Shaping the narrative of the property market and, wielding the power of information to empower savvy investors.: Securing your future, brick by brick and super strong and taking control of your retirement with expert guidance.These are just a few of the empires you can forge with Freedom Careers. We offer a diverse landscape of opportunities across dynamic, purpose-driven companies.But we're not just about finding you a job. We're about igniting your potential. We believe in:The Warrior Focus: We don't just place you, we equip you with the skills and resources to conquer every challenge.Holistic Evolution: Career success is just the beginning. We nurture your personal and financial wellbeing, crafting a fulfilling life beyond the office.Sisterhood of Success: We're a supportive community of like-minded individuals, pushing each other to climb new heights and build lasting legacies.Ready to unleash your inner warrior and forge your own empire?Powered by JazzHR
Freedom Careers

Philippines
₱35,000 per month
Permanent
Full-time