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Service Delivery And Finance Administrator

Jobseekers Recruitment Services

Taunton

On-site

GBP 20,000 - 30,000

30+ days ago

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Job summary

An established industry player is looking for a part-time Service Delivery and Finance Administrator to join their friendly team. This role involves providing essential administrative and finance support to ensure clients have a smooth experience. You'll be the first point of contact, handling inquiries, managing client onboarding, and maintaining financial records. If you are passionate about helping others and possess strong communication and organizational skills, this opportunity is perfect for you. Join a charitable organization committed to making a difference in the community while enjoying a supportive work environment.

Benefits

Annual Leave: 23 days plus bank holidays

Company Pension

Parking: Rota system for parking space

Qualifications

  • Excellent customer service and administration skills are essential.
  • Familiarity with SAGE accounting software is a must.

Responsibilities

  • Handle inquiries from clients and manage onboarding processes.
  • Maintain records in Sage 50 and assist with event support.

Skills

Customer Service

Administration Skills

Communication Skills

Attention to Detail

Financial Experience

Willingness to Learn

Tools

Microsoft Office

Sage 50

Job description

We are seeking a part-time team member for 24-30 hours per week over 4 or 5 days to provide administrative and finance (50/50 split) support to our client, a friendly, passionate charity in Taunton.

Role Overview:

As a Service Delivery and Finance Administrator, you will be the first point of contact for clients, ensuring a smooth experience and supporting the centre manager. Key responsibilities include:

  1. Handling telephone, email, and web inquiries from clients and advisors.
  2. Managing client onboarding and offboarding processes, including data entry.
  3. Arranging initial consultations and processing payments.
  4. Supporting advisors with room bookings.
  5. Managing invoice records and payments, issuing credit notes.
  6. Maintaining records in Sage 50 accounting software.
  7. Attending meetings and ensuring office supplies are stocked.
  8. Assisting with event support and social media updates.

Person Specification:

  1. Passionate about helping others with excellent customer service and administration skills.
  2. Proficient in Microsoft Office and reliable in providing support.
  3. Strong communication skills and attention to detail.
  4. Willing to learn and work collaboratively.
  5. Financial experience.
  6. Familiarity with SAGE is essential.
  7. Experience in the health and wellbeing or charitable sector would be a bonus.

Salary: GBP competitive
Fully on site
Annual Leave: 23 days per year plus bank holidays
Company Pension
Parking: Rota system for parking space
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