Finance Customer Service Representative

Job Overview:

We are looking for a highly organized and detail-oriented Admin Assistant to support our operations team. This role involves managing shift notes and invoices, ensuring accuracy in client records, and coordinating with internal teams and external partners. The ideal candidate will have excellent attention to detail, strong communication skills, and the ability to manage multiple tasks efficiently.

Key Responsibilities:

• Access and review incoming emails from the Shift Notes inbox , HCP Invoices inbox , and NDIS inbox .
  

• Read and verify shift notes, flagging any concerns related to content, quality, or client wellbeing.
  

• Identify and flag insufficient or incomplete shift notes.
  

• Coordinate with the invoices team regarding missing shift notes.
  

• Escalate client wellbeing concerns to the client’s Co-Care Partner when required.
  

• Generate accurate invoices using the Caretaskr or Careview system.
  

• Ensure all invoices are submitted with a high level of accuracy and timeliness.
  

• Communicate with Plan Managers to resolve invoice-related issues.
  

• Maintain accurate documentation and filing of all records for compliance and audit purposes.
  

Requirements

Qualifications & Skills:

• Previous experience in administration, finance, or healthcare support roles preferred.
  

• Strong attention to detail and accuracy in data entry and record management.
  

• Excellent written and verbal communication skills.
  

• Ability to prioritize tasks, meet deadlines, and manage multiple email inboxes.
  

• Familiarity with invoicing systems such as Caretaskr or Careview is an advantage.
  

• Proficient in Microsoft Office Suite (Word, Excel, Outlook).
  

• Ability to handle sensitive information with confidentiality and professionalism.