Description
Our client is a trusted and experienced accounting firm who cater for accounting services to businesses across the United Kingdom. They specialise in providing live accounting and board-level support to businesses. They are looking for a Practice Operations Manager to join their team.
Join a team of ambitious accounting professionals and advisors, with a passion for helping entrepreneurial businesses scale and flourish. Since 2015 this company has enjoyed consistent year on year growth, working with a broad and diverse range of clients. They are developing and expanding the team to enable the company to achieve growth, and to deliver on their personal, professional and social ambitions.
This is a remote position open to those living anywhere in South Africa.
Duties & Responsibilities
- To manage the administrative workings of the practice
- Receive calls for the practice during office hours (UK time) (4-5 per day)
- Practice bookkeeping (No experience required)
- Making payments for the practice
- Handling staff expenses
- Monitoring group email addresses
- Maintain static data in our CRM systems
- Maintenance and adhoc updates to the Practice Management tool (Karbon)
- Helping the Team be organised and promoting systemisation of the practice
- Employee onboarding
- Credit control (Calling clients)
- Run the monthly billing process
- Oversight of daily tasks and jobs and hold team accountable (data from Practice Manager tool)
- Produce practice KPIs and stats showing work completion and general practice performance
- Keep track of computer kit across the team
- Manage employee and client satisfaction surveys
- Coordination of year end appraisal process
- Booking team events, Christmas party etc
- Administrative support as and when required
- Client onboarding administration (professional clearance and handover docs)
- Anti–money laundering and compliance oversight
- Prospective client research
- Confirmation statements (non-complex)
- Other simple company secretarial tasks
- Chase clients for missing information preventing completion of work
- Sending out completed work to clients for approval
- Timely updating of the company’s bookkeeping records
- Successful completion of the above tasks
Skills, Experience & Requirements
- Experience as an executive assistant or within an operations team lead
- Professional approach
- Excellent organisation skills
- Strong communication skills
- Proficient in Excel and Microsoft software
- Problem solving
- Tech savvy
Load Shedding
Applicants must be able to ensure they can maintain internet and power during office hours.