Job Description
This is an important role at the heart of a small but growing business. While the role itself is focused on admin and finance, you will be part of a fun and creative business with daily interaction with our brilliant team and clients.
Responsibilities
Diary management: You will manage the Founding Director’s diary, which is susceptible to frequent change, balancing meetings with time to deliver. You will also make sure that the team is regularly meeting existing and new clients, supporting travel and logistics.
Client contracts: You will be responsible for onboarding new clients and ensuring we always have contracts in place. This particularly relates to our coaching clients, which last 3-6 months, along with workshops and one-off projects.
Finance: You will help keep things on track day to day by managing expenses, tracking client hours - particularly for our consultancy clients - and preparing monthly invoices. We have amazing external accountants who manage our quarterly VAT return and Accounts.
Logistics: You will support the team on logistics around client meetings, workshops and larger events such as our Annual Party and Quarterly Retreat. This includes ensuring surveys are prepared and sent out in a timely fashion.
Admin support: You will proofread all important documents and monitor details in our project management software, calendar, and shared inbox, making sure nothing is missed. You will support the team on admin and finance tasks and manage our Access to Work claims.
Compliance: You will ensure that client details are kept regularly updated in our CRM system and that we are compliant with regulations such as GDPR and data protection required of a small business, and as we grow.