About Shore360
Objectives of the Role
The objective of this role is to provide administrative, client service, and compliance support to ensure the firm operates efficiently and delivers high-quality client experience.
Main Duties and Responsibilities
Respond to client queries or direct them to the appropriate team member.
Maintain a professional and positive client relationship and provide exceptional service.
Maintain accurate client records within CRM/practice management systems (e.g., Xero Practice Manager & Adviser Logic)
Ensure documents are stored and archived according to firm policy and regulatory requirements.
Draft proposals and correct accepted jobs as required for the team
Assist the CSC with daily tasks as required
Project work as needed
Monitoring job flow for clients/accountants
Maintain adequate and accurate records and file notes
Maintaining a positive relationship between the client and Walshs
Coordinate and prepare required documents for new and existing clients within deadlines
Managing confidential client information
Complete tax file setups
Booking tax meetings
Requesting information from clients
Administration assistance as required
Skills & Experience
Advanced Microsoft Office skills (Word, Excel, Power Point and Outlook)
Strong organisational and time-management skills.
High attention to detail and accuracy.
Ability to handle confidential information with discretion.
Customer-service mindset with a professional and friendly manner.
Ability to prioritise tasks as required by the administration team.
Proactive, reliable, and able to work both independently and within a team.
1-2 years experience working in a similar role
Performance Goals
Timeliness and accuracy of administrative tasks
Communicates confidently with clients over the phone and via emails
Responds to clients within 24-48 hours, and if not possible, ensures clients are advised that turnaround times have increased
Quality of client service and feedback from clients and team members.
Compliance and accuracy of data entry and documentation and file set ups are done accurately and timely
Contribution to maintaining an organised, efficient office environment.
Meeting deadlines and supporting professional staff effectively.
Shore Xtra Perks
Day 1 HMO Coverage
Attendance Bonus – Get a chance to earn ₱5,000 every pay run for consistent, perfect attendance.
Fixed Weekends Off – Enjoy a guaranteed work-life balance with Saturdays and Sundays off.
Unlimited Barista Coffee all shift long
Free Parking & Shuttle
Premium Game Lounge – Relax and recharge in our dedicated on-site recreational zone
Join our Social Passion Clubs to connect with like‑minded peers and bring your whole self to work every day: Photography Club, Dance Club, Fitness Club, Book Club, Music Club
Engaging Monthly Events – Experience a vibrant culture with regular team activities and celebrations with amazing prizes and rewards
Referral Incentives – Get rewarded for bringing top talent to the team via our referral program.
Statutory Benefits: Maternity, Paternity, and Solo Parent Leaves, Magna Carta for Women, OT, and Premium Pays
Fun and family-oriented working environment
