Finance Administration Assistant

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

📋 Description

• Oversee, prioritize, and delegate tasks within the partner email inbox.

• Administer the partner and payroll email accounts.

• Address minor client inquiries and provide requested information.

• Organize the partner calendar, including scheduling client meetings and appointments.

• Coordinate with clients regarding information requests and incomplete documentation.

• Provide necessary information to banking institutions and financiers when needed.

• Update, save, and manage electronic documents within client files, including payroll records.

• Dispatch prepared documents for electronic signatures, ensure completion, and file the finished documents appropriately.

• Follow up with clients to obtain any missing information to ensure records are ready for processing.

• Handle client proposals using Ignition.

• Oversee the client onboarding procedure.

• Assist with Nimba's monthly financial data entry from provided reports.

• Reconcile accounts payable and receivable for Nimba, involving straightforward bookkeeping tasks.

• Process Nimba's payroll, managing straightforward payroll tasks.

• Maintain and update Nimba’s workflow with Karbon.

• Upload prepared marketing content as required.

• Provide general administrative support as necessary.

⛳️ Requirements

• 3–5 years of administrative experience, preferably within a financial services or accounting setting.

• Proficiency in Xero is essential — possessing Xero Advisor certification is highly valued.

• Strong skills in Microsoft Office, including Outlook, Word, and Excel.

• Basic knowledge of New Zealand taxation terms and abbreviations is beneficial.

• Experience with Karbon or Ignition is a significant advantage.

• Excellent written and verbal communication skills in English.

• Proven capability to manage confidential financial and payroll data with integrity.

• Strong organizational abilities along with time management and attention to detail.

• Capability to work independently and manage tasks without close supervision.

🏝️ Benefits

• Opportunity to work in a dynamic and supportive environment.

• Access to professional development and training opportunities.

• Competitive compensation package.