Operations and Admin Assistant

RecruitMyMom

Operations & Admin Assistant for a fundraising consultancy and training business. Responsible for financial admin, client onboarding, content formatting, and general admin support.

Posted 7/21/2026part-timeRemote • 🇿🇦 South AfricaMid-LevelSenior💰 ZAR 260 - ZAR 290 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates proficiency in financial administration, client onboarding, and document formatting while utilizing cloud applications effectively. Exhibits strong attention to detail and self-motivation in managing tasks and maintaining organized systems.

Highest-signal resume keywords

Financial AdministrationZoho BooksClient Onboarding SupportDocument FormattingAttention To Detail

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

InvoicingBasic BookkeepingContent FormattingEmail SchedulingAction Point Extraction

Soft Skills

Self-MotivatedProactiveClear Written Communication

Tools & Technologies

Zoho BooksNotionIndyPodiaGoogle Workspace

Industry Keywords

Cloud AppsRemote WorkClient Management

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Financial Administration: Create and send client invoices. Upload expenses and capture basic transactions (from Stripe, PayPal, SA & UK bank accounts) into Zoho Books to keep accounting records up to date.
Client Onboarding Support: Help onboard new clients: generate contracts using templates on Indy, email clients about required documents, and set up shared Google Drive folders.
Content Formatting & Email Scheduling: Copy, format, and schedule written content into Podia for newsletters and course updates.
Document Formatting & Admin Support: Format client documents, proposals, and project templates to look clean and professional. Pull action points from call notes/transcripts and update task lists.
General Admin & Systems: Keep project boards and folders organized (using Notion and Google Workspace).

Requirements

What you’ll need

Tech Comfort: Confident working in cloud apps and quick to pick up new tools.
Familiarity with (or willingness to learn) Zoho Books, Notion, Indie, and Podia.
Financial Admin Basics: Experience with invoicing, receipt uploads, and basic bookkeeping admin.
Good Eye for Detail: Great formatting skills and clear written communication.
Self-Motivated & Proactive: Someone who gets things done, asks the right questions, and works well independently.
Reliable Availability: A solid remote setup with consistent weekly capacity.

Benefits

Comp & perks

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.