Job Description

ROLE PROFILE - CLIENT AND PARTNERSHIPS: ADMINISTRATION ASSISTANT

This role profile outlines the combined responsibilities for a position encompassing both customer service and administrative duties. The individual in this role acts as a primary contact for clients while also handling essential office support and financial tasks.

Role title

Client and Partnerships Manager

Reporting to:

Directors

Job summary

To provide comprehensive customer service and administrative support to ensure the efficient and smooth running of daily business operations. The role involves serving as the first point of contact for clients, managing financial administration related to invoicing and payments, and handling general office tasks.

Key responsibilities

Customer Service

Enquiry Management: Serve as the first point of contact for client enquiries via phone, email, and in-person visits, providing professional and timely responses. Problem Resolution: Address and resolve customer issues, complaints, and queries, escalating complex problems to Directors when necessary. Client Communication: Maintain polite and professional communication with clients at all times, keeping them informed of matters as they arise Record Management: Accurately update and maintain customer records and interaction notes in the Customer Relationship Management (CRM) system.

Financial administration

Quoting / Invoicing: Accurately prepare and issue quotes / invoices to clients in a timely manner, ensuring all details are correct. Reconciliation: Reconcile payments received against invoices, identifying and investigating any discrepancies. Payment Follow-Up: Chase overdue payments and follow up on any payment-related issues with clients.

General administration

Client Mailings: Prepare and send correspondence to clients, including invoices, statements, and general information. Prospect Mailings: Create lists of potential clients and proactively contact and keep in touch with them updating the CRM system on an ongoing basis. Document Management: Maintain an organised and accurate filing system for all client-related documents, both physical and digital.

Required skills and qualifications

Essential skills

Excellent verbal and written communication skills. Strong organisational and time management abilities. High level of attention to detail and accuracy. Proficiency in Apple (Numbers / Pages) / Microsoft Office Suite (Word, Excel, Outlook) / PDF Experience with financial software or CRM systems. Ability to work well under pressure and manage multiple tasks simultaneously.

Personal attributes

A friendly, professional, and empathetic demeanour. A proactive and positive problem-solving attitude. Ability to work independently and as part of a team. A reliable and responsible approach to sensitive and confidential information.

Experience and education

Previous experience in a combined customer service and administrative role is highly desirable. Experience with invoicing and payment reconciliation is preferred.
PAY: 15 PER HOUR

Job Types: Part-time, Temporary
Contract length: 3 months

Pay: 15.00 per hour

Expected hours: 5 - 15 per week

Benefits:

Work from home
Work Location: Remote