A vital support for the team, as together we transform the digital lives of our charity customers, helping them to organise their information and increase their positive influence on the world.
We are looking for an administrative assistant to join a small, friendly team working remotely around the UK. Initially there will be three strands to the role:
· Supporting financial administration (approx. 15 hours / week)
· Co-ordinating annual review calls with customers (approx. 8 hours / week)
· General team admin (approx. 2 hours / week)
You will work with our Finance Administrator, and the team of implementers to arrange annual reviews. You will also be the first point of contact on the phone. The role has scope to develop in other ways, depending on your skills and interests.
Around half your time will be financial admin - bank reconciliation, credit control, invoicing, and responding to customer queries.
The second part of the role is supporting Annual Reviews with customers. Reviews are carried out by our team of implementers, who work varying hours and have other time commitments. We use a booking system built into our in-house Lamplight system to manage their availability and allow customers to book onto convenient time slots.
This is a relatively new offer and many of our customers do not fully understand the benefits of this call to them.
We would like you to contact customers in order to explain the benefits, book them onto an available review time slot, and remind them in advance of the meeting. We also want to take this opportunity to make sure their details are all up to date, and move customers not paying by Direct Debit onto it. These contacts will be by email initially, with follow up calls if needed.
There are other areas within the business that we’d be open to you being involved in, depending on your interests (and skills, or skills you’d like to acquire).
· Customer Communications – through materials and newsletters
· External Marketing
· Customer support with system use