Emapta Experience Jobs - Referral Program by Rinz

Financial Planning Admin | AU Client | WFH
Emapta
National Capital Reg
PHP 25,000 - PHP 35,000

Interested applicants, please email me at [email protected]

Job Description
EMAPTA Versatile Services is looking for a high-level Client Services Admin to join the growing team of our AU-based client!

What's in it for you?

Employment Type: Full-time
Work Arrangement: WFH
Schedule: Mondays to Fridays (6:00 AM - 3:00 PM Manila Time)
What are the benefits?

Full system training, as well as ongoing support will be provided
HMO with 1 dependent upon hire
Prime location in Metro Manila and access to top-of-the-line facilities and technologies
Exposure to world-class, high-level management from foreign direct superiors
Employee engagement activities
Our client-partner was first established back in 2010 working for a number of small boutique companies, from this date they have grown and now service large and small financial planning businesses throughout Australia.

As Client Services Admin, you will assist Financial Planners around Australia with the administrative duties related to their clients and ongoing business management.

You shall be responsible for:

Contacting superannuation, investment, and insurance companies to collect client information
Entering client information into the advisor's Client Relationship Management program (Xplan, AdviserLogic)
Undertaking super, investment and insurance product comparison reports using the financial planning software and product providers’ website/specific software.
Filling out superannuation, investment, and insurance application forms (paper-based or online).
Client interaction through email and phone.
Monitoring and updating the workflow software program that we use (ClickUp).
Creating Fee Disclosure Statements, Ongoing Service Agreements, Initial Client Engagement Letter, Fee Consent Forms, and more
Data entry and filing of OneDrive and Dropbox Files to Adviser CRM.
Tracking the progress of superannuation/pension, insurance, and investment applications and other documents to completion.
Formatting Statements of Advice and Records of Advice
Ad hoc administration duties as they arise.
You must have:

Excellent English speaking and communications skills.
Extensive experience in completing Xplan WealthSolver and RiskResearcher Comparison Reports
Extensive experience in contacting super, pension, investment and insurance companies to undertake client discoveries, and ad hoc information gathering.
At least 2-3 years’ relevant experience in the financial services industry as a Client Services Admin
Extremely high degree of comfort in doing client calls
A bachelor’s degree or at least finished the 2nd year level of college
Strong organizational skills
High comfort level with technology, especially web-based tools

US Accountant | Permanent WFH
Emapta
National Capital Reg
PHP 80,000 - PHP 120,000

Interested applicants, please email me at [email protected]

Job Description
We are hiring for Accounting Specialist for our Accounting Services firm partner based in the US!

Qualifications:

The Accounting Specialist’s responsibilities include A/P, A/R, payroll, month-end closing processes, as well as other accounting related functions as requested by the client. This position will be responsible for accomplishing a multitude of higher-level accrual and cash basis accounting-related tasks for multiple clients. This individual should be a well-rounded candidate with strong analytical skills, requires minimal direction from Controllers, and possesses a wide range of technical capabilities to deliver quality, accurate and timely results. Must be comfortable with being on we**am, collaborating with a team and communicating with clients. The ideal candidate should be able to demonstrate successfully prioritizing and managing multiple clients needs in previous work experience.

DUTIES AND RESPONSIBILITIES:

Maintain books for multiple clients in both cash and accrual basis
Recording checks, payments and bank deposits
Bank and credit card downloads and reconciliations
Manage the accounts receivable process, including recording invoices, payments, and adjustments for unbilled revenue and deferred income
Record AP bills, payment and accruals
Responsible for Inventory and Fixed Asset Management
Responsible for completing pre-closes and FRP reviews
Payroll processing using Intuit or other third party payroll company and review quarterly and annual reports such as W-2, W-3, 941, State U/E
Record and maintain financing transactions, such as loans, leases, and investments
Completion of timely and accurate monthly close process
Calculation and preparation of tax forms and payments (sales & use tax, 1099s, & Statutory State taxes)
Produce QuickBooks financial reporting and statements, including class-tracking, job-costing and budget vs. actual
Prepare monthly financial analysis
Use critical thinking to research issues and provide meaningful solutions
Provide budget preparation assistance
Independently interpret and apply knowledge to resolve technical accounting issues
Tracks time on client engagements and monitors work against budgets
Additional responsibilities as assigned
ESSENTIAL SKILLS AND EXPERIENCE:

- 5+ years performing US full charge bookkeeping or US Accounting

- 5+ years using QuickBooks and/or NetSuite Software – most recent experience on resume

- Working knowledge of prepaids, accruals, and deferred revenue

- Demonstrated ability to handle multiple clients simultaneously.

What's in it for you:

An experienced and enthusiastic team in an established and stable company with a huge growing potential
Above-average industry standard compensation package
IT equipment to be provided by EMAPTA
Access to top-of-the-line facilities and technologies
HMO coverage
20 leave credits consumed at your discretion with up to 5 days commutable to cash
Exposure to world-class and high-level foreign clients and partners
Employee engagement activities

Discover a world of possibilities at Emapta, where your career takes flight in stability and growth. Join a team that thrives on camaraderie, supporting each other to achieve excellence together. Experience the satisfaction of being recognized for your contributions with competitive compensation packages that reflect your skills and commitment. Immerse yourself in a positive work culture that encourages collaboration, innovation, and personal development. We provide you with the platform for your success, empowering you to reach new heights in a supportive and inclusive environment.

With a wide roster of international clients from various industries and a proven track record of success, Emapta offers a stable foundation for your career. Team up with like-minded professionals who are passionate about making a meaningful impact through premium global opportunities at your fingertips. Apply now and create a better future with us.