Remote Choice

Office Administrator – Accounting Practice

Remote Choice

full-time

Posted on:

Location Type: Remote

Location: South Africa

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About the role

  • Manage all administrative aspects of onboarding new clients
  • Issue onboarding packs and request required information
  • Coordinate engagement letters, e-signatures, and document storage
  • Set clients up in all relevant systems once trained (e.g. Xero, Dext)
  • Ensure onboarding is only marked complete once all systems, data, and tasks are accurate
  • Manage professional client offboarding, including access removal, task closure, and record finalisation
  • Ensure all clients are correctly set up in Karbon
  • Maintain Karbon as the single source of truth
  • Ensure core client data is complete and accurate at all times
  • Ensure all required tasks are loaded once a client is onboarded
  • Apply correct templates, frequencies, owners, and deadlines
  • Periodically review existing clients to ensure tasks remain accurate and relevant
  • Maintain compliance trackers and filing diaries
  • Perform basic checks (e.g. bank balances vs statements) and flag issues early
  • Maintain a recurring client check-in schedule (minimum every six months)
  • Answer incoming calls professionally and confidently
  • Manage inbox after demonstrated understanding of practice and clients

Requirements

  • Excellent written and verbal communication skills
  • Strong organisational and prioritisation ability
  • High attention to detail
  • Confidence to make judgment calls and escalate when appropriate
  • Ability to understand accounting processes at a high level
  • Comfortable working fully remotely and managing workload independently
  • Absolute respect for confidentiality.
Benefits
  • Flexible work arrangements
  • Professional development opportunities
Applicant Tracking System Keywords

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

Hard Skills & Tools
onboarding managementclient offboardingdata accuracytask managementcompliance trackingdocument storagebasic financial checkstemplate applicationrecord finalisationclient check-in scheduling
Soft Skills
written communicationverbal communicationorganisational skillsprioritisationattention to detailjudgmentescalationindependent workload managementconfidentialityprofessionalism