AddressAbout Us:
Realserve is a dynamic and fast-growing surveying company dedicated to delivering exceptional services to its clients. We are currently seeking a detail-oriented and proactive Invoicing and Accounts Assistant to join our finance administration team. This is an exciting opportunity for someone looking to develop their career in finance within a supportive team environment.
Role Overview:
Reporting to the National Administration Manager, you will ensure seamless financial support in a dynamic, fast-paced role. Adaptability and task prioritization are crucial as no two days are the same. First and foremost, your responsibilities will encompass managing the business invoicing function via the CRM system, Dynamics 365, in addition to supporting accounts functions.
Responsibilities:
Invoicing
- Create and email invoices accurately and promptly.
- Upload relevant invoices to client portals in a timely manner.
- Process invoice reversals efficiently and maintain accurate records.
- Perform data entry tasks with a high level of accuracy and attention to detail.
- Maintain the CRM system by updating and managing client invoicing information.
- Daily receipting activities and accurate reconciliation.
- Provide exceptional customer service via email and phone to address enquiries and resolve issues promptly.
- Demonstrate robust problem-solving skills to resolve complex billing issues.
- Oversight and management of sales inbox
Accounts Support
- Accounts Payable
- Expense & AMEX reconciliation
- Credit Card Payments
- Account Credit Checks
- Ad-hoc duties to support the financial function of the business
What are we looking for
- Data entry, accounts and invoicing experience, essential
- Confidence with MS Office, including email management and Microsoft teams
- A positive 'can-do' attitude with proven customer service skills
- Organised, with good time management and strong communication skills
- Proactive and solutions focused
- Motivated to learn and grow within a team environment
- Ability to work under pressure, prioritise tasks effectively, and meet month-end deadlines
- Stay motivated to learn and grow within the team environment, actively seeking opportunities for professional development.
Additional Requirements:
- Previous experience using a CRM system for invoicing is essential
- Preferred experience with Dynamics 365, SAP, Salesforce, or similar CRM system
- Previous experience with accounting systems, MYOB preferred
Benefits
- Career Development: Collaborate with a management team that is genuinely invested in your growth and success
- Hybrid and flexible working arrangements
- Access to company EAP program
- A monthly reimbursement towards your gym membership
Take the next step…
If you are a proactive and detail-oriented individual with the skills and experience required for this role, we encourage you to apply! Please submit your resume and a covering letter outlining your relevant experience and why you are the ideal candidate for this position. Only applicants with a full working rights within Australia will be considered for this role.
