Core Competencies:

• Ethics. Works with integrity; Upholds organizational values.

• Dependability. Follows instructions and responds to management direction; results-oriented and committed to achieving objectives and tasks as required.

• Teamwork and Collaboration. Exhibits objectivity and openness to others’ views; Gives and welcomes feedback; Contributes to building a positive culture. Communicates effectively.

• Professionalism. Tactfully approaches others, reacts well under pressure, treats others respectfully, and is accountable for all actions and decisions.

• Organizational Support. Follows policies and procedures; Completes administrative tasks correctly and on time; Supports the organization’s goals and values.

• Quality Management. Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness.

• Decision-Making. Analyzes each situation, looking for opportunities to make any situation more beneficial for the company. Participates effectively in communication to achieve optimum results.

• Cognitive Ability. High intelligence, problem-solving/initiative, dependability, and ability to access and navigate relevant APIs.

Key Responsibilities

Bookkeeping and Reconciliation

• Complete weekly bookkeeping and reconciliation tasks using Xero.
• Reconcile financial accounts, including:
  • Finserv
  • DBS
  • AMEX
• Review transactions for accuracy and completeness.
• Upload and organise receipts and supporting financial documents.
• Categorise expenses correctly according to the clinic’s chart of accounts.
• Maintain accurate and up-to-date financial records.

Accounts Support

• Assist with accounts payable and accounts receivable processes.
• Support invoice tracking and payment record management.
• Maintain organised documentation for financial transactions.
• Ensure financial records are complete and easily accessible.

Financial Monitoring and Reporting

• Identify missing information, unusual transactions, or reconciliation discrepancies.
• Report financial concerns or inconsistencies to the Practice Manager promptly.
• Assist with preparation of financial summaries and reports when required.
• Ensure bookkeeping activities follow clinic processes and standards.

Data Security and Compliance

• Maintain confidentiality of financial and business information.
• Access financial information only through approved systems.
• Protect account credentials and sensitive business data.
• Follow clinic privacy and data protection requirements.

Optional Marketing Support (Based on Experience)

• Assist with Google Business Profile updates when requested.
• Support administrative tasks related to social media scheduling.
• Provide additional operational support when bookkeeping priorities are completed.

Qualifications

• Proven experience in bookkeeping, accounting assistance, financial administration, or virtual bookkeeping.
• Experience supporting Singapore-based businesses, including familiarity with Singapore business practices, financial documentation standards, and professional communication expectations. 
• Experience using Xero or similar accounting software.
• Knowledge of bank reconciliation, expense management, and transaction categorisation.
• Understanding of accounts payable and accounts receivable processes.
• Strong attention to detail and accuracy when handling financial records.
• Ability to identify discrepancies and investigate unusual transactions.
• Strong organisational skills with the ability to manage deadlines independently.
• Excellent written communication skills and ability to provide clear financial updates.
• Ability to work remotely with minimal supervision.
• Experience supporting small businesses, healthcare practices, or professional service businesses is an advantage.
• Understanding of confidentiality when handling financial and business information.