Description

Swivel Group, headquartered in Australia is best known for building and implementing custom solutions for businesses to enable them to innovate, scale and compete at a global standard. We've been around since 2019, with a team growing beyond 160+ employees that help us challenge and innovate for our partners across the software, digital, and finance landscapes.

Swivel Group is also in partnership with FinTech Global Solutions (Google Partner) which has been highly successful in providing offshore operations on a global scale with clients ranging from start-up to enterprise level. Swivel Group has access to an untapped marketplace of talent in Sri Lanka with proven processes coupled with effective and stable operations to support them.

Our Brands: Swivel Tech, Swivel Finance, Swivel Talent, and Swivel Foundation.

Role Purpose: To maintain accurate, timely and proactive financial records, reports for client across multiple business units, ensuring smooth financial operations, regulatory compliance, and cashflow visibility.

Responsibilities:

Weekly Bookkeeping and Operations

• Manage accounts receivable and payable across all entities.
• Process and reconcile bank transactions (400–500 per month across accounts).
• Import and allocate supplier bills via Dext and Xero.
• Update and maintain the Income in Advance spreadsheet.
• Manage customer collections, including reminders and coordination for overdue accounts.
• Prepare and upload weekly AP payments to the bank.

Payroll & Superannuation

• Prepare and process weekly payroll and superannuation via Xero.
• Add and remove employees as required.
• File Single Touch Payroll (STP) with the ATO.

Financial Admin & Support

• Maintain daily cashflow forecast (receivables/payables).
• Liaise with director on payment scheduling and financial priorities.
• Support monthly and quarterly activity statement preparation.
• Provide admin and accounting platform support (Stripe, Kajabi, Xero).
• Coordinate with insurance and regulatory bodies for obligations such as Workcover.
• Assist with company reporting (e.g., top customers by revenue, monthly P&L summaries).

Courses & Events Coordination

• Manage bookings and attendance for all public and private training events.
• Organize delivery of printed course books, catering, room setup items and tech equipment.
• Manage Zoom logistics: create sessions, share links, monitor sessions as needed.
• Communicate reminders and joining details to participant’s pre-event.
• Review submitted course assessments using documented criteria and issue certificates.
• Maintain and manage the Google Calendar of events.

Client Profiling & Support Comms

• Send Identity Compass (IDC) and Enneagram profile links to clients in a timely manner.
• Manage support@ inbox, respond or triage emails promptly.
• Handle inbound and follow-up calls, WhatsApp messages and contact form queries.
• Ensure fast and clear client communication throughout the engagement lifecycle.

RoomMates (App) Community Management

• Administer logistics for Meet Ups (virtual or in-person).
• Conduct Concierge Welcome Calls for new members or course sign-ups.
• Re-engage dormant or past clients through email, Messenger, WhatsApp and The Coaching Room app.
• Upload and manage Zoom recordings to Kajabi and the RoomMates app.

Governance & Value Creation

• Monitor community and client conversations for new business opportunities.
• Notify Managing Partners of warm leads or partnership suggestions.
• Maintain compliance records and assessment submissions for:

1. Society of Neuro-Semantics (SNS)
2. ANLP
3. NLPAA

• Track timelines and prepare necessary governance documentation

Newsletter Coordination

• Coordinate and curate monthly newsletter content.
• Liaise with content creators and marketing to publish timely email campaigns.
• Manage distribution through Kajabi or designated email tool.

Referral Program Administration

• Record and process referral sales.
• Liaise with accounts to issue credit notes or payments.
• Communicate rewards to referees and ensure activation within the system.

Requirements:

• Proficiency in Xero, Dext, Stripe and Kajabi.
• Sound understanding of Australian GST, BAS, payroll and superannuation.
• Familiarity with customer service, community engagement, or educational admin.
• Competence with cashflow management and account reconciliation.
• Proactive communication skills, both written and verbal.
• Strong attention to detail, organizational and planning skills with demonstrated follow-through.
• Experience with Zoom, WhatsApp and Google Workspace.
• Ability to coordinate with external vendors and digital agencies professionally.
• Comfortable handling multiple projects across marketing, events and client services.

Engagement

Full -time , Contract

Work model

Hybrid

AU Shift (IST 06.30am - 03.30pm)

AU Calendar Leaves

What We Can Offer You:

• A dynamic and supportive working environment
• Full medical benefits
• Training & Development
• Flexible and hybrid working arrangements
• Attractive remuneration

Work Culture

Swivel promotes a culture of positivity, openness, growth, collaboration, and fairness within our work environment. Individual development matters to us. We put in a sincere effort to help our team grow on professional and personal levels.

Swivel Values

Trust:

A confident relationship in our staff, that would adhere to transparency and honesty in our dealings

Innovation:

Initiative, collaboration, challenging the industry and continuously evolving

Premium:

Top talent, going above and beyond and treating your workplace as your own business

Respect:

Everyone matters and so do their ideas

Team:

Be supportive, welcoming, community, family-oriented and as strong as our weakest

Our Channels

Website -  https://swivelfinance.com.au/ / https://swivelgroup.com.au/

Instagram - https://www.instagram.com/swivel.group/

Facebook - https://www.facebook.com/swivelgroupau

LinkedIn - https://www.linkedin.com/company/swivelgroupau/