Practice Admin & Client Workflow Assistant

You must be available during Australian business hours. This may mean an early start in the Philippines, especially during Australian daylight saving time.

About the Role

PMG Financial Clarity is a small but growing Australian bookkeeping, accounting and advisory firm. We need an organised admin assistant to help manage client onboarding, document chasing, workflow updates and Google Drive filing.

This is an admin and workflow role, not an accounting advice role.

Main Tasks
- Assist with client onboarding
- Chase client documents and missing information
- Save and organise files in Google Drive
- Update jobs, tasks and checklists in AccountKit
- Draft client follow-up emails
- Track deadlines and outstanding items
- Maintain templates, checklists and SOPs
- Use AI tools to help draft, summarise and organise work

Main Software
- Google Drive / Google Workspace
- AccountKit
- Xero
- QuickBooks Online
- AI tools such as ChatGPT, Gemini or similar

Required Skills
- Strong written English
- Excellent organisation skills
- High attention to detail
- Experience in admin, VA or client support work
- Comfortable using cloud software
- Able to follow checklists and deadlines
- Reliable internet and computer setup
- Able to work Australian business hours

Highly Regarded
- Experience with Australian accounting or bookkeeping firms
- AccountKit experience
- Xero or QuickBooks admin experience
- Google Drive filing experience
- Experience using AI tools