Office Administrator / Operations Manager (10am-4pm)
The Trustee for 3 Bears Trust
Posted 3 days ago
About the Role
We are seeking an organised, proactive and highly capable Office Administrator / Operations Manager to join our team and take responsibility for the smooth operation of our small accounting practice. This dynamic role requires a confident and experienced individual who can oversee multiple teams, drive client deliverables, and ensure our systems and processes are running efficiently. The position is ideally suited to someone with a background in the accounting or financial services industry.
Key Responsibilities
Supervise and coordinate the work of the bookkeeping/accounting, brokerage, and marketing teams.
Manage and provide direction to our personal assistant, ensuring priorities are aligned with business needs.
Monitor and ensure timely delivery of client outcomes across all departments, assigning tasks to relevant team members.
Manage scheduling and appointment bookings for the lead accountant, including client strategy sessions.
Oversee client onboarding and track client progress through each stage of the service pipeline.
Help automate and improve processes where possible to enhance client experience and internal efficiency.
Handle client invoicing, payment follow-ups, and reconciliation in collaboration with the finance team.
Identify and implement opportunities to streamline operations, enhance team productivity, and improve client service.
Support business development efforts and contribute to the achievement of revenue and growth targets.
About You
Minimum 2 years’ experience in a management or coordination role within the accounting, finance, or related professional services sector.
Strong understanding of workflows and operations in a client service-based business.
Excellent verbal and written communication skills in English, with a professional and polished manner.
High level of personal organisation and attention to detail.
Familiarity with QuickBooks and general software such as Google Workspace and the Microsoft Office suite.
Self-motivated, able to work independently and collaboratively across departments.
Work Conditions
This is a part-time position, 6 hours per day (10am–4pm), Monday to Friday.
Hybrid work model: Work from home permitted; however, a minimum of 2 days per week in the office is required for team collaboration and leadership.
A company phone and laptop will be provided to support flexible work arrangements.
Attractive remuneration based on experience.
About The Trustee for 3 Bears Trust
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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