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NDIS Trinity Plan Management

2 Job openings at NDIS Trinity Plan Management
Accounting, Admin and Customer Service Professional hyderabad,telangana,india 2 - 5 years None Not disclosed Remote Full Time

Cannot work for any other organisation when employed with us. Must have good written and verbal English. Must be tech savvy and have intermediate knowledge of excel. Please provide cover letter and salary expectations. Role Overview We are seeking a highly organized and customer-focused Administrative Support & Customer Service professional with a bookkeeping background to join our team. This role requires excellent verbal and written communication skills, as a key responsibility is handling customer service phone calls and email inquiries related to invoice payments, financial transactions, and account-related matters. The ideal candidate will have administrative experience and a strong grasp of bookkeeping principles. While bookkeeping will not be the primary focus, familiarity with accounts payable, receivable is essential to support the finance team effectively. This role is best suited for someone who is detail-oriented, adaptable, and confident in handling phone interactions with clients, suppliers, and stakeholders. ________________________________________ Key Responsibilities Customer Service & Administrative Support • Answer phone calls from stakeholders, including clients and vendors, regarding invoice payments and account-related inquiries. • Respond to email inquiries professionally and efficiently. • Assist with data entry, document management, and maintaining accurate financial records. • Develop, document, and maintain administrative and financial processes. • Create and manage spreadsheets, reports, and other documents using Excel and Microsoft Office Suite. • Support the accounts team with general administrative and clerical tasks. Bookkeeping Support • Assist in managing accounts payable, receivable. • Ensure financial data is accurate and up to date. • Process basic knowledge of financial transactions, such as claims, invoices, and reconciliations. • Coordinate with the finance team to track and follow up on outstanding payments. CRM and Communication • Manage and update CRM systems with accurate data. • Communicate effectively via phone and email, ensuring clear and professional interactions. • Draft and send professional correspondence and reports. • Maintain strong relationships with stakeholders by providing timely and helpful responses. Team Collaboration and Learning • Work closely with the accounts and administrative teams to support daily operations. • Demonstrate flexibility and willingness to learn new skills and systems. • Proactively identify process improvements to enhance efficiency. ________________________________________ Key Skills and Attributes Customer Service & Communication: • Excellent verbal and written English communication skills. • Confident phone manner to handle inquiries from clients and stakeholders. • Strong customer service mindset with a problem-solving approach. Administrative & Organizational Skills: • Strong attention to detail and accuracy in data entry and documentation. • Proven ability to follow and develop processes. • Effective time management and multitasking skills. Technical Skills: • Bookkeeping knowledge, particularly accounts payable and accounts receivable • Proficiency in accounting software is desirable (Xero preferred). • Familiarity with CRM systems (Zoho preferred). • Intermediate knowledge of Excel and Microsoft Office Suite. • Knowledge of NDIS financial processing is a bonus but not essential. Team & Adaptability: • Ability to work collaboratively within a team. • Flexibility and eagerness to learn new tools and techniques. ________________________________________ Qualifications and Experience • 2-5 years of experience in administrative support, customer service, and bookkeeping roles. • Previous experience working with an International company. • Bonus: Knowledge of the NDIS system and processes. • Formal qualifications in administration, bookkeeping, or finance are advantageous. ________________________________________ 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. ________________________________________ Preferred Attributes • Familiarity with clients and accounting processes. • Experience working in a customer service or administrative role. • A proactive and solution-oriented mindset. ________________________________________ What We Offer • A supportive and collaborative team environment. • Opportunities for professional development and growth. • Work remotely, providing greater flexibility and convenience. ________________________________________

Virtual Assistant – Social Media, Customer Service & Bookkeeping Support hyderabad,telangana,india 2 years None Not disclosed On-site Full Time

Zoho Optimization & Workflow Automation · Streamline and optimize business processes using Zoho CRM, Zoho Flow, and Deluge scripting. · Automate workflows to reduce manual tasks, improve efficiency, and enhance customer solutions. · Maintain and update Zoho CRM data, ensuring accurate customer segmentation and lead tracking. · Integrate Zoho’s suite of applications with third-party tools to improve operations. · Develop and implement custom Zoho solutions tailored to business needs. Cannot work for any other organisation when employed with us. Role Overview We are seeking a tech-savvy and solutions-driven Virtual Assistant with a strong track record in Zoho optimization, workflow automation, social media management, and customer service. The ideal candidate will have expertise in streamlining and automating business processes using Zoho’s suite of applications, including Zoho Flow and Deluge scripting, to boost productivity and drive business growth. This role also requires lead generation skills, a strong focus on customer solutions, and experience in social media marketing to enhance brand presence and engagement. Additionally, the candidate should have a solid understanding of bookkeeping principles to support financial operations when needed. If you have a passion for optimizing workflows, managing social media, improving customer experiences, and supporting business operations, we’d love to hear from you! ________________________________________ Key Responsibilities Social Media Management & Marketing Strategy • Develop and execute a content calendar for platforms like LinkedIn, Instagram, Facebook, and Twitter. • Create and schedule engaging social media posts that align with the company’s marketing goals. • Design graphics, videos, and captions using Canva and AI tools. • Implement lead generation strategies through social media and digital marketing. • Track and analyze social media performance metrics, optimizing strategies for better engagement. • Engage with audiences, respond to messages and comments, and build an interactive online community. Customer Service & Lead Generation. • Handle customer service phone calls professionally, addressing inquiries regarding services, invoices, and accounts. • Maintain a strong customer solutions approach, ensuring high levels of client satisfaction. • Provide email support and client communication, ensuring quick and professional responses. Bookkeeping & Financial Support. • Assist in accounts payable and accounts receivable using Xero or similar software if required training will be provided. • Coordinate with the finance team to track and follow up on outstanding payments. • Ensure financial data accuracy and support reporting tasks when needed. ________________________________________ Key Skills and Attributes CRM Expertise: • Proven experience in Zoho CRM, Zoho Desk preferred. • Ability to optimize and automate business processes to enhance efficiency. • Strong understanding of Zoho’s suite of applications and their integration with business operations preferred. Social Media & Lead Generation: • Expertise in managing social media platforms and content scheduling tools (e.g., Zoho Social, Hootsuite, etc). • Experience in branding, audience targeting, and engagement strategies. • Ability to generate leads and nurture client relationships. • Strong understanding of SEO and social media analytics. Customer Service & Communication: • Excellent verbal and written English communication skills. • Confident phone manner to handle customer service and lead inquiries. • Strong focus on providing customer solutions and enhancing client experiences. Administrative & Bookkeeping Knowledge: • Familiarity with bookkeeping principles and financial processes. • Experience with Xero or similar accounting software for financial tracking. • Strong attention to detail and organizational skills. ________________________________________ Qualifications and Experience • 2+ years of experience in social media management, customer service, or bookkeeping support role. • Background in marketing, social media, customer service, or finance preferred. • Experience working with Australian businesses is a plus. ________________________________________ 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.