Business and Finance Team Administrator

SUMMARY:
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POSITION INFO:

Our client, a professional services firm, is looking to hire a Business and Finance Team Administrator to join their team based in Somerset West as soon as possible.

Overview: The Business and Finance Team Administrator will support the firm's operations and client experience, working closely with finance and business teams to develop and execute essential administrative processes.

Key Responsibilities:

1. Proposal Management:

   • Lead the GoProposal process to ensure accurate and timely client proposals.
   • Deploy accepted proposals into Karbon, capturing all relevant details.
   • Oversee client onboarding, ensuring a smooth transition from proposal to engagement.
   • Manage initial client communications and check-ins.
   • Ensure consistency between invoicing and work deployment.
   • Maintain accurate client data across platforms like Xero, Grist, Karbon, and Greatsoft.
   • Manage SLA renewals and amendments.

2. Offboarding Process:

   • Manage the client offboarding process, ensuring all steps are completed and communicated effectively.

3. Staff Onboarding & Offboarding:

   • Support smooth transitions for staff members during onboarding and offboarding.

4. Administrative Tasks:

   • Perform ad hoc administrative tasks to support the finance team.

5. Billable Work:

   • Assist with the administrative aspects of FM/CFO retainers.

Key Competencies & Experience:

• 3-5 years in an administrative role within a professional services firm.
• Strong project management and administration skills.
• High attention to detail, especially in proposals, data management, and invoicing.
• Client-focused, with the ability to understand and meet client needs.
• Ability to streamline and improve business processes.
• Effective team collaboration and excellent communication skills.
• Proficiency in workflow management tools (e.g., Monday.com, KarbonHQ).

Type: Full time permanent position.

Salary: Market related and depending on experience, negotiable.

Location: Somerset West.

Start Date: As soon as possible.

Please apply online and if you are a suitable candidate, ARVO recruiters will be in contact.

Please consider your application unsuccessful if you are not contacted by ARVO recruiters within 4 weeks of applying.