Total 6 logistic coordinator job vacancies in Accounting / Auditing category in The Philippines

Email Account Coordinators work closely with SMEs within the extended Merkle Digital Messaging team to execute end-to-end digital marketing campaigns and provide quality campaign execution service to clients.

Key Responsibilities:

• Drive development of email and production execution, producing timely and accurate campaigns.
• Coordinate internal and external meetings, track open jobs, and drive account management efforts including maintaining responsibility for updating daily campaigns, follow up, and organizing account documentation. 
• Prioritize and manage multiple digital campaigns simultaneously.
• Successfully support activities that drive execution of clients’ marketing strategy.
• Produce error-free work, following standard operating procedures.
• Upskilling in email platform, project management platforms, and other platforms relevant to execution.
• Responsible for campaign monitoring and pulling post-launch campaign metrics.

Salary: P50,000 to P60,000 (Monthly Package)

Schedule: Monday – Friday (01:00 PM - 10:00 PM PST)

What are we looking for?

Skills Required:

• Bachelor's degree in Accounting, Finance, or a related field
• Minimum of 1 year of experience in Project Management
• At least 3-5 years of administrative experience
• Proficiency in Microsoft Office products, including Word, Excel, and Outlook
• Exceptionally strong organizational, time management, and attention to detail skills

What will you do?

• Client Job and Document Management:
• Handle client portal uploads and downloads.
• Process and organize documents received via email within client folders.
• Send email notifications to clients and tax preparers as needed.
• New Client Onboarding:
• Welcome new clients with an email introduction.
• Assign a unique Lacerte Tax ID number.
• Set up client portal login and send an access invitation.
• Create new client records in the firm's system, including client number, Outlook database entry, file folder creation, and setup in QuickBooks and LaCerte (if complete information is available).
• Send new client forms via email and track their response. Follow up on missing forms promptly.
• Update client status in Office Tools to "Docs In" and assign the file to a tax preparer.
• Document actions taken and any relevant comments in Office Tools for tracking purposes.
• Research and collect essential client business information, such as annual statements of information, business licenses, SOS#, EIN, DOB, and SSN (if applicable).
• Client Management and Communication:
• Add new client entities to the firm's software.
• Send engagement letters.
• Assign Lacerte numbers, set up folders and file shortcuts, and add group names in Office Tools.
• Communicate with clients as needed to provide excellent customer service.
• Tax Return Processing:
• Assemble completed client tax returns.
• Invoice clients for tax preparation services.
• Send tax returns to clients and follow up on unacknowledged deliveries.
• E-filing and Client Communication:
• Electronically file tax returns once signatures and payments are received.
• Document all actions within the practice management software.
• Monitor e-filing status and update client file records accordingly.
• Contact clients if additional documentation is needed for e-filing (e.g., 1095 forms or dependent information).
• Office Tools Management:
• Manage and track the Office Tools inbox for requests from different departments.
• Send follow-up reminders to ensure tasks are completed by relevant teams.
• Project and Client Support:
• Assist with various projects, including tax vouchers, extensions, annual engagement letters, and updating client and job information in Office Tools.
• Provide general support for Office Tools management tasks.
• Enter client data into LaCerte software and manage their client folders.
• Staff Support:
• Provide backup support to other staff members as needed.

Join the awesome team and enjoy these benefits & perks:

• Home-based
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client is an accounting firm based in Los Angeles, with satellite offices in Redlands, Palos Verdes, and (coming soon) Paris, France. They possess a broad scope of expertise to fulfill the business and individual needs of their clients. Their commitment includes providing tailored attention, exceptional service, and individualized collaborations to guarantee the achievement of their client's goals.

#ConnectOS #ConnectOSCareers #TeamConnectOS

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

Email Account Coordinators work closely with SMEs within the extended Merkle Digital Messaging team to execute end-to-end digital marketing campaigns and provide quality campaign execution service to clients.

• Drive development of email and production execution, producing timely and accurate campaigns.
• Coordinate internal and external meetings, track open jobs, and drive account management efforts including maintaining responsibility for updating daily campaigns, follow up, and organizing account documentation. 
• Prioritize and manage multiple digital campaigns simultaneously.
• Successfully support activities that drive execution of clients’ marketing strategy.
• Produce error-free work, following standard operating procedures.
• Upskilling in email platform, project management platforms, and other platforms relevant to execution.
• Responsible for campaign monitoring and pulling post-launch campaign metrics

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Hybrid We have a balanced hybrid working model to ensure you get the flexibility you need and the successful candidate will spend their time between working in the office and working from home. Role: Under general supervision (but works independently most of the time) responsible for handling and coordinating work for the Financial Reporting group within the Asset Servicing group. AS is a team of global service financial professionals that has operational capabilities in all locations. AS encompasses Valuation Reporting and Unitized Valuation and Reporting Service and is comprised of partners who support Northern Trust business in conjunction with our global network of operational partners. The key responsibilities of the role include: Ensures that the team/divisions goals for accuracy and timeliness are maintained Plans and manages the team workflow to accomplish critical tasks on time Ensures that new procedures are effectively communicated and training is administered where needed Manages volumes of tasks to meet client deadlines Escalates relevant and critical issues to management and all pertinent partners in a timely and efficient manner Carries out complex activities with significant financial, client, and/or internal business impact May have direct interaction with clients, external auditors of clients and/or Senior Management Able to serve as a key subject matter expert and mentor to other more junior level employees May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role), including daily interaction with home country counterparts More technically sound in area of expertise and has broader knowledge of other areas Delivers a work product that requires less revision Able to facilitate discussions and reach decisions in consultation with senior members of the team Working Hours 11AM to 8PM Skills/Qualifications: The successful candidate would benefit from having: At least 4 years overall experience in financial statement preparation or financial reporting in an Audit Firm, or financial institution; Bachelor's degree in Accounting or Finance Certified Public Accountant (CPA) is highly desirable Background in accounting/regulatory/statutory reporting will be preferred Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater. For further information, and to apply, please visit our website via the “Apply” button below.

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.   Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.    Hybrid  We have a balanced hybrid working model to ensure you get the flexibility you need and the successful candidate will spend their time between working in the office and working from home.  Role:  Under general supervision (but works independently most of the time) responsible for handling and coordinating work for the Financial Reporting group within the Client Accounting Practice (CAP). CAP is a team of global service financial professionals that has operational capabilities in all locations. CAP encompasses Valuation Reporting and Unitized Valuation and Reporting Service and is comprised of partners who support Northern Trust business in conjunction with our global network of operational partners. The key responsibilities of the role include:  Ensures that the team/divisions goals for accuracy and timeliness are maintained Plans and manages the team workflow to accomplish critical tasks on time Ensures that new procedures are effectively communicated and system training is administered where needed Manages volumes of tasks to meet client deadlines Escalates relevant and critical issues to management and all pertinent partners in a timely and efficient manner Carries out complex activities with significant financial, client, and/or internal business impact May have direct interaction with committees and/or Senior Management Able to serve as a key subject matter expert and mentor to other more junior level employees May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role) More technically sound in area of expertise and has broader knowledge of other areas Delivers a work product that requires less revision Skills/Qualifications:  The successful candidate would benefit from having:  A College or University degree and/or relevant Client Accounting work experience is required. Excellent oral and written communication skills are required In-depth Client Accounting/Industry Knowledge is required Highly flexible and adaptable to change Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater. For further information, and to apply, please visit our website via the “Apply” button below.

LOOKING FOR FILIPINO CITIZENS BASED IN THE PHILIPPINES

Job Title: Account Coordinator
Schedule: To be confirmed (EST)
Salary Range: $900-1,500
Benefits: TBD

About the Company:

A minority and female-led advisory firm with over 25 years of customer experience (CX) and employee experience (EX) expertise. We partner with our clients to analyze and improve how your customers and employees interact with your organization.

About the Role:

The ideal candidate will play a crucial role in directly engaging with clients, ensuring smooth communication and scheduling, and providing support. We are looking for someone who pays attention to detail, possesses exceptional organizational skills, and excels in a fast-paced environment.

Responsibilities:

• Client Management: Engage directly with clients to understand their needs, answer queries, and provide exceptional service.
• Scheduling and Organization: Utilize Monday.com to input client information and manage schedules and invites
• Email Management and Communication: Monitor the company’s inbox and structure response templates
• Research and Proposal Assistance: Provide support with research and handling proposals 

• At least 3+ years of relevant experience
• Proficient in Monday.com, Zoom, and MS Teams
• Strong communication skills, both written and verbal.
• Proficient in time management and is highly-organized
• Collaborative and versatile