Carmel Balks Email and Phone Number

Duties include, Accounts Payable/ReceivablePayroll & GST Invoicing / Debtors Finalizing Quotes Health & Safety Management & Compliance Running Project Schedules Client and Subcontractor Contracts Client Communication Anything else the Boss AKA Anthony Balks needs doing to ensure he is on the Tools and pushing jobs and our team forward. I have a wealth of experience in Sales & Administration after working 7 years for a Agri Software Company that serviced clients nationally and internationally and 4 years at RIVAL Wealth, assisting their many financial advisers whom help clients all over NZ become financially organized.Mid 2021, after COVID hit, I made the hard decision to leave my part time job and RIVAL family and allow my focus to be our own business. This has allowed the best kind of work/life balance as I work from our Craigmillar Street office, as well as the opportunity to get stuck in and ensure smooth running's of our daily operations. I have transferred skills I had learnt in my many years of working in an office and have loved the challenge of having many different projects on at once, having the boys here, there and everywhere and learning and upskilling in different areas of the business.We are a small team with BIG passion to deliver quality workmanship and couldn't achieve what we have without Anthony, the Boss Man and his 14+ years in the industry, Nic our qualified builder who has been with us since Aug 2018 and Elijah our casual laborer who came on board in Oct 2021 and works part time while studying to become a social worker.

An account manager is responsible for the management of sales ( thus revenue), and relationships with particular customers.So collectively we are talking to an assigned database of professionals who have influence over their client base who are our customers.

I have been with CRS Software since January 2010 employed in a receptionist role, progressing into a sales consultant role in April 2011.My current role includes helping promote and educate existing and potential clients on the opportunities and advantages of using Cashmanager RURAL - New Zealand's leading farm financial management software.Through this role I have regular contact with new and existing customers, accountants, consultants, bank managers, farm advisers and staff ensuring ongoing education/support and identifying new opportunities in which Cashmanager RURAL would benefit a business.I also enjoy attending the Field Days/Events, and managing the 'Online Trial' customers as well as other admin duties.

Front of house Customer Service - Greet persons entering organizationTake and relay messagesInbound phone calls- Provide information to callersSoftware Licencing Direct persons to correct destinationAccounts ReceivablePetty CashReceive and sort mail and deliveriesControl inventory relevant to reception areaProcess sale orders and dispatch product Produce invoices and allocate subscription paymentsTidy and maintain the reception areaPrepare correspondence and documentsProvide general administrative and clerical support

Casual bar work. Currently taking a break from this as I cook baby #3 but will return next year.