Trinity Plan Management
(Admin Support/Bookkeeper)
•Process NDIS-related financial transactions, including onboarding, renewal, roll-over and termination, Draft and send correspondence.
•Managed, set up and update CRM systems using Trello, Zoho, Careview, SharePoint and Excell.
•Prepare agreements for them to sign through Adobe.
• Reviews Pending Invoices in Xero and Careview for Termination.
• Checks and balance pending invoices in Xero and Careview.
• Demonstrated adaptability by learning new tools, systems, and processes to meet evolving business needs.