Practice and Office Administration Manager
Permanent
SW
Admin / Secretarial
Finance
My client, a leading accounting firm based in Somerset West is seeking employ a Practice and Office Administration Manager. The ideal candidate will have Matric (Grade 12) and experience in a client-facing role, preferably in accounting / financial services or professional services. A certificate / diploma in Office Administration, Business Admin, Bookkeeping, or similar is not essential but preferred.
Overview
To ensure the daily operations of the accounting practice, in terms of client relations, administration, billing, systems and documentation, while driving continuous improvement, technology adoption, and client experience. Sufficient accounting knowledge to liaise with staff, understand client needs / queries and manage documents will be required although core accounting functions (eg. financial statements, taxation etc.), will not be part of this role.
Qualifications & experience
- Matric (Grade 12)
- Certificate / diploma in Office Administration, Business Admin, Bookkeeping, or similar preferred.
- Experience in a client-facing role, preferably in accounting / financial services or professional services.
- Demonstrable experience in billing / invoicing, document handling, admin coordination.
- Strong computer literacy, especially Excel, and the ability to manage and utilise further office management systems – experience proficient
- Good written and verbal communication skills.
Responsibilities
Client Experience, Relationship Management, Workflow & Internal Systems
Serve as key contact for clients (calls, email, in person) in a friendly, professional manner, building and maintaining client relationshipsClient on-boarding : collecting necessary documents, explaining what’s expected, ensuring paperwork is complete, serve as liaison between departmentsAssisting with automation of on-boarding process including formsSchedule meetings / follow-ups between clients and staff.Respond to client queries : status of work, billing, deliverables, deadlines.Maintain client database / CRM; update client records (eg. contacts, relevant documents).Billing, documents & administration
Prepare and send invoices; follow up on outstanding payments.Manage all client documentation : engagement letters, signed agreements, forms.Maintain both digital and physical filing systems.Assist with report preparation : receivables, billing ageing, client status.Timesheet reporting and analysisOversee front-office administration : reception, greeting clients, handling mail / emails, tracking office supplies, liaison for office matters and switchboard managementAssist with marketing aspects and client communication list managementOrganize company events and activities that strengthen team culture.Internal systems
Coordinate with accountants / staff to track status of jobs (e.g. tax returns, financials, bookkeeping tasks).Ensure deadlines are met; remind / accountability to staff where neededComputer & technical skills
Proficiency in Microsoft Office, especially Excel : spreadsheets for tracking, simple reporting.Comfortable learning internal administration / financial software (billing systems, client management)Email & calendar management skillsSoft skills
Extremely detail-orientedStrong communication skills – both written and spoken (English; any other languages such as Afrikaans are a plus).Systems thinker, problem-solver, and proactive communicator.Customer-oriented, friendly and professional.Good organizational skills and able to multitask.Adaptive and willing to learn new systemsHigh level of integrity, confidentiality).#J-18808-Ljbffr