Assistant Auditor

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Assist the audit team in the process of onboarding clients.

• Communicate with clients to gather requirements, prepare bank confirmations, and professional clearance letters, ensuring a thorough and timely onboarding process.

• Act as the main point of contact for clients through email, phone calls, and messaging platforms.

• Address client inquiries, manage accounts that are unresponsive, provide updates, and escalate issues when necessary.

• Collaborate with internal departments to monitor audit progress and follow up on outstanding tasks.

• Keep precise administrative records and trackers using Excel or Google Sheets.

• Ensure data integrity, provide status updates, and maintain organized audit documentation.

• Engage in the Audit Automation Project by utilizing modern technology and AI workflows.

• Create and manage Audit Dashboards to assess audit performance and identify bottlenecks.

• Deliver actionable financial insights to key stakeholders.

⛳️ Requirements

• A minimum of 3 years of experience in Customer Service, Client Support, Operations Support, or a Coordination role.

• Previous formal Audit experience is not a prerequisite.

• Demonstrated client-facing written and verbal communication skills through email, calls, and messaging platforms.

• Experience in client onboarding and managing unresponsive accounts.

• Capability to manage multiple stakeholders and track tasks concurrently.

• Strong practical skills in Excel or Google Sheets, along with proficiency in tracking tools and reporting.

• Experience or a strong comfort level with financial analysis and reporting metrics.

• Practical experience or keen interest in leveraging AI tools and IT applications to automate everyday administrative workflows.

• Must be residing in the Philippines.

• Ability to communicate clearly, professionally, and empathetically with global teams and clients.

• Attributes of ownership, accountability, structured thinking, attention to detail, active listening, adaptability, and a willingness to learn.

• Agreement to undergo required background screening, which may include verification of education, criminal history, political exposure, and bankruptcy or adverse credit history.

🏝️ Benefits

• Remote work with flexible start times to cater to family or other commitments.

• Fully remote work from any location in the world for one month each year.

• Competitive salaries in line with market standards.

• Generous paid time off and holiday schedules.

• Eligibility for employee share ownership plan for select staff members.

• Autonomy and responsibility in your role.

• Access to internal and external training programs.

• AI-centric professional development and exposure to a regional center of AI excellence.

• A diverse and inclusive workplace.

• A culture centered on humility and kindness.

• A B Corp-certified organization committed to a force-for-good mission.