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Poole Group
About the role The Administration Officer - Accounts is responsible for supporting the financial administration functions of the business, with a primary focus on accounts receivable, debtor management, payment proces…
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About the role
About the role
The Administration Officer - Accounts is responsible for supporting the financial administration functions of the business, with a primary focus on accounts receivable, debtor management, payment processing, and maintaining accurate client account records. Working closely with the Administration team, this role ensures payments are correctly receipted and allocated, debtor follow-up processes are completed in a timely manner, and client payment arrangements are managed professionally and efficiently. The position contributes to the smooth operation of the practice by maintaining strong attention to detail and delivering a high level of customer service to both internal and external stakeholders.
Key responsibilities
Monitor and manage the Accounts email inbox, responding to client enquiries and payment correspondence
Proactively manage outstanding debtor accounts through phone and email communication
Complete weekly debtor follow-up activities, including management of the Chaser platform every Tuesday
Establish and administer client payment plans in accordance with company procedures
Liaise with debt collection agencies regarding overdue accounts and collection progress
Manage and maintain the debtor exception list, ensuring issues are investigated and resolved promptly
Follow up failed payments through Ignition, including obtaining updated payment card and contact information from clients
Receipt client payments accurately
Process and manage direct debits, payment adjustments and approved refunds
Match and allocate incoming payments to the appropriate client accounts
About you
Previous experience in accounts administration, accounts receivable, bookkeeping or a similar finance support role
Strong attention to detail and high level of accuracy
Excellent written and verbal communication skills
Ability to confidently and professionally manage debtor conversations
Experience using practice management, accounting or billing software
Strong organisational and time management skills
Ability to prioritise competing tasks and meet deadlines
Proficient in Microsoft Office, particularly Outlook and Excel
Professional, courteous and client-focused
Reliable and accountable
The benefits:
Work within a supportive and friendly team where the wider firm places a strong emphasis on the health & wellbeing of the team members - opt in for a 9 day fortnight, take advantage of our free fitness sessions, and/or utilise our Employee Assistance Program. On top of this our office is across the road from Lake Kawana which is a perfect backdrop for a lunch time walk/run.
So if you are a professional who is passionate, dedicated and committed to providing the very best customer service, we would love to see your application - please apply now via Seek!
Please note only shortlisted applicants will be contacted.
sign in above to apply · via Jora
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