Serve as an administrative support contact for internal teams and clients by responding to requests, questions, and follow-ups clearly, proactively, and in a timely, professional manner
Provide general administrative support to staff through a centralized request system
Assist with scheduling meetings, coordinating calendars, and managing shared inboxes
Follow internal process for checking in tax returns and other client work via project management system
Assemble, organize, and deliver finalized documents to clients electronically
Assist with billing-related tasks and accounts receivable follow-ups
Download and organize documents received from clients or third parties
Maintain accurate digital client records, including contact details and notes
Track, document, and maintain client consent records related to offshore support
Prepare authorization forms and assist clients with signing and returning required documents
Follow documented procedures and share suggestions for process improvements when appropriate
Use cloud-based systems and AI-assisted tools to complete tasks efficiently
Collaborate with team members to share ideas and best practices

Requirements

High school diploma or equivalent required; post-secondary coursework or degree preferred
Minimum of 2 years of professional administrative, office, or support experience in a remote or digital environment
Strong working knowledge of Microsoft 365 (primarily Outlook & Teams)
Reliable internet connection and a private, distraction-free workspace required
Preferred: Experience working with cloud-based systems, client management systems (CRM/CMS), or project tracking tools
Preferred: Experience with billing and/or accounts receivable processes

Benefits

9 Paid Holidays (Philippines non-working holidays)
Paid Time Off (PTO): PTO is front-loaded and available to use during the 90-day probationary period
PTO accrues monthly throughout the year (140 hours annually, increasing with tenure)
DHA laptop with required software and applications
Access to a collaborative, people-first culture in a professional yet relaxed environment
Career development support, including certification reimbursement
Long-term growth opportunities, including leadership roles

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

administrative supportschedulingdocument organizationbilling processesaccounts receivableclient consent managementprocess improvementcloud-based systemsproject managementMicrosoft 365

Soft Skills

communicationproactivetimelinessprofessionalismcollaborationorganizationattention to detailproblem-solvingsuggestive feedbackclient relations

Certifications

high school diplomapost-secondary courseworkdegree