Operations and Admin Assistant

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Financial Administration: Generate and dispatch client invoices. Record expenses and input basic transactions (from Stripe, PayPal, SA & UK bank accounts) into Zoho Books to maintain current accounting records.

• Client Onboarding Support: Assist in the onboarding process for new clients by creating contracts using templates on Indy, communicating with clients regarding necessary documents, and establishing shared Google Drive folders.

• Content Formatting & Email Scheduling: Copy, format, and schedule written materials into Podia for newsletters and course updates.

• Document Formatting & Admin Support: Format client documents, proposals, and project templates to ensure they appear polished and professional. Extract action points from call notes/transcripts and revise task lists accordingly.

• General Admin & Systems: Maintain organized project boards and folders (utilizing Notion and Google Workspace).

⛳️ Requirements

• Tech Comfort: Comfortable working with cloud applications and quick to learn new tools.

• Familiarity with (or eagerness to learn) Zoho Books, Notion, Indie, and Podia.

• Financial Admin Basics: Previous experience with invoicing, uploading receipts, and fundamental bookkeeping administration.

• Good Eye for Detail: Excellent formatting abilities and clear written communication skills.

• Self-Motivated & Proactive: A person who accomplishes tasks, asks pertinent questions, and operates effectively on their own.

• Reliable Availability: A dependable remote setup with consistent weekly availability.

🏝️ Benefits

• Fully Remote & Flexible: Work from any location with hours that can adapt to your schedule.

• Streamlined Workflows: Clearly defined tasks and supportive leadership.

• Scalable Hours: Opportunity to increase hours as new projects are introduced.