Business and Finance Team Administrator

3 months ago


Cape Town, South Africa Arvo Full time

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.


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