Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Elyse Herrick

Botanic Ridge,VIC

Summary

Accomplished Trust Accountant and Sales Administrator with a proven track record at DGRE Admin and Harcourt's Real Estate, demonstrating expertise in trust accounting and Xero software. Excelled in streamlining workflows, enhancing financial accuracy, and fostering team collaboration. Skilled in audit preparation and possesses a strong understanding of CRM software, showcasing both technical proficiency and effective communication.

Overview

18
18
years of professional experience

Work History

Trust Accountant

DGRE Admin
04.2022 - Current
    • Daily receipting rental trust money for 1700 properties for multiple clients
    • Daily sales trust receipting for multiple clients
    • Daily owner and creditor disbursements
    • Process settlement, section 27 and section 24 requests
    • Daily & EOM reconciliation & roll over
    • Rent resets and manual rent calculations
    • Franchise reporting
    • EOFY reporting
    • Create invoices & pay bills using Xero
    • Served as a subject matter expert on various software programs used within the Trust Accounting department, assisting colleagues in troubleshooting issues when needed.
    • Assisted with audits related to trusts; provided documentation and addressed any concerns raised by auditors.
    • Liaise direct with clients to problem solve
    • Handled day-to-day accounting processes to drive financial accuracy.
    • Contributed to a collaborative team environment by sharing knowledge, ideas, and expertise among colleagues in the Trust Accounting department.
    • Trained new employees on accounting principles and company procedures.
    • Worked well in a team setting, providing support and guidance.

Sales Administrator

Harcourt's Real Estate
02.2021 - 04.2022

Design and create all marketing material for homes including online advertising/realestate.com.au, Domain etc

  • Sales trust accounting including receipting deposits and processing balance of deposits to Vendors and or conveyancers
  • Reconciliation of sales trust monies
  • Manage client files from authority stage through to settlement
  • Assist with preparation of contracts
  • CRM management
  • Liaise with photographers and suppliers to ensure work is done on time and of brand standard
  • Liaise with Vendors/Purchasers and Solicitors as required
  • Assisting with open home inspections
  • Continuously improved internal processes by suggesting and implementing changes that led to streamlined workflows and time savings for the sales administration team.

Sales Administrator

Harcourt's Real Estate
02.2016 - 12.2020
    • Directing incoming calls to a large volume of staff
    • Greeting clients and handling enquires
    • Design and create all marketing material for homes including online advertising/realestate.com.au, Domain etc
    • Reconciliation of sales trust monies
    • Disburse, receipt, and allocate of trust money
    • Preparation of settlement money with instructions from conveyancers/solicitors
    • Experience with third parties ie Staging companies, VPA pay (Vendor funded marketing)
    • Arranging appropriate trades and raising work orders
    • Liaise with Vendors/Purchasers and Solicitors
    • Processing of all listing and sales files
    • Disbursement of daily mail and banking
    • Creating invoices through Xero accounting system

Reception/General Administration

Noel Jones Real Estate
01.2007 - 01.2012
  • Manged a busy front desk switchboard
  • Meeting and greeting clients
  • Ordering marketing material including online advertising
  • Assisted with open home inspections/routine inspections
  • Receipting of rental and sales trust money
  • Daily banking
  • General administration duties

Education

No Degree - Certificate IV in Property Services (Real Estate)

Chisholm Institute
Melbourne, VIC
12-2009

Completed year 10 education -

Belmont Secondary College
12.2006

Skills

  • Proficient in Agent box & Harcourts One CRM software
  • Proficient in Property me software
  • Good understanding of Xero accounting
  • Good understanding of Box & Dice
  • Console software experience
  • MS Office Application (Word, Excel, Outlook)
  • Bank Reconciliations
  • Audit preparation
  • Trust Accounting
  • General ledger accounting
  • Account reconciliation processes

References

Several - Available upon request

Timeline

Trust Accountant

DGRE Admin
04.2022 - Current

Sales Administrator

Harcourt's Real Estate
02.2021 - 04.2022

Sales Administrator

Harcourt's Real Estate
02.2016 - 12.2020

Reception/General Administration

Noel Jones Real Estate
01.2007 - 01.2012

No Degree - Certificate IV in Property Services (Real Estate)

Chisholm Institute

Completed year 10 education -

Belmont Secondary College
Elyse Herrick