Operations and Admin Coordinator
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Job Description
Remote Operations & Admin Coordinator supporting a fundraising consultancy and training business. Handling invoicing, client onboarding, content scheduling, document formatting, and systems administration.
Responsibilities:
- Create and send client invoices.
- Upload expenses and capture basic transactions from Stripe, PayPal, and South African and UK bank accounts into Zoho Books.
- Help onboard new clients by generating contracts using Indy templates, emailing clients about required documents, and setting up shared Google Drive folders.
- Copy, format, and schedule written content in Podia for newsletters and course updates.
- Format client documents, proposals, and project templates.
- Pull action points from call notes/transcripts and update task lists.
- Keep project boards and folders organized using Notion and Google Workspace.
Requirements:
- Confident working in cloud apps and quick to pick up new tools.
- Familiarity with (or willingness to learn) Zoho Books, Notion, Indy, and Podia.
- Experience with invoicing, receipt uploads, and basic bookkeeping admin.
- Great formatting skills and clear written communication.
- Self-motivated and proactive; gets things done, asks the right questions, and works well independently.
- Solid remote setup with consistent weekly capacity.
Benefits:
- Fully Remote & Flexible: Work from anywhere with flexible hours around your schedule.
- Streamlined Workflows: Clear tasks and supportive leadership.
- Scalable Hours: Potential to take on more hours as new projects launch.
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