Bookkeeper and Administrative Support

Role Overview
We are seeking a detail-oriented and adaptable Bookkeeper and Administrative Support professional to join our team. This role requires a strong understanding of bookkeeping practices, accounting principles, and administrative functions. The ideal candidate will have experience working with Xero, general ledger management, CRM and Excel coupled with excellent written and verbal English skills. Familiarity with NDIS processing of accounts is highly preferred.
A key part of this role involves handling customer service phone calls, including answering inquiries from stakeholders regarding invoice payments, financial transactions, and other account-related matters. The ability to communicate professionally and effectively is essential.
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Key Responsibilities
Bookkeeping
• Manage day-to-day bookkeeping tasks including accounts payable, accounts receivable, and bank reconciliations.
• Process NDIS-related financial transactions, including claims, invoices, and funding reconciliations.
• Maintain and update the general ledger, ensuring accuracy and compliance with accounting standards.
• Prepare financial reports and assist in month-end activities.
Administrative Support
• Assist with data entry, filing, and record-keeping.
• Create and manage spreadsheets, reports, and other documents using Excel and Microsoft Office Suite.
• Follow and maintain existing administrative and financial processes and Develop and document as necessary.
• Coordinate with other teaUpgrade to see actual infombers to ensure the smooth operation of administrative processes.
CRM and Communication
• Answer customer service phone calls from stakeholders, including clients and vendors, to provide status updates on invoices and payments.
• Communicate professionally via phone and email, ensuring clear and timely responses.
• Draft and send professional correspondence and reports.
• Manage and update CRM systems with accurate data.
Team Collaboration and Learning
• Work closely with other teaUpgrade to see actual infombers to achieve organizational goals.
• Demonstrate flexibility and willingness to learn new skills and systems.
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Key Skills and Attributes
Technical Skills:
• Advanced knowledge of Excel and Microsoft Office Suite.
• Familiarity with CRM systems. Knowledge of Zoho preferred.
• Proficiency in Xero and/or other accounting software.
• Solid understanding of general ledger and accounting principles.
• Knowledge of NDIS account processing and funding reconciliation preferred.
Communication & Customer Service Skills:
• Excellent verbal communication skills to handle customer service phone calls professionally.
• Ability to answer inquiries regarding invoices, payments, and account transactions.
• Strong written communication skills for drafting reports and process documentation.
Organizational Skills:
• Strong attention to detail.
• Proven ability to follow and develop processes.
• Effective time management and multitasking skills.
Team and Adaptability:
• Ability to work collaboratively within a team.
• Flexibility and eagerness to learn new tools and techniques.
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Qualifications and Experience
• 2-5 years of experience in bookkeeping, administration, and customer service roles.
• Previous experience working with an Australian company preferred.
• Bonus: Knowledge of the NDIS system and processes.
• Formal qualifications in accounting or bookkeeping are advantageous.
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Technical Requirements
• Stable and fast internet connection.
• Reliable electricity supply to ensure uninterrupted work.
• Personal computer or laptop with at least a Core i5 processor or equivalent specifications with an additional screen.
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Preferred Attributes
• Familiarity with Australian clients and accounting processes.
• Experience working in a similar role within Australia.
• A proactive and solution-oriented mindset