Marketing and Admin Assistant

Do you enjoy providing a 5-star service to your clients?

Are you most productive working through scenarios to help your client and researching topics to provide accurate advice and support?

Are you happiest when getting tasks completed and you having a great day at work aligns with your clients and teammates having a great day too?

We are looking for a positive and resourceful teammate to join our client delivery team and make the most of the opportunities that come with working in a growing accountancy practice. Someone who loves solving problems and being part of a team will fit right in.

The business:
We are a forward-thinking accountancy practice committed to providing our clients with exceptional financial guidance and support. Our goal is to empower businesses to thrive by offering insightful financial advice and strategic planning. As we continue to grow, we are looking for a positive and resourceful teammate to join our client delivery team and make the most of the opportunities that come with working in a growing accountancy practice. Someone who loves solving problems and being part of a team will fit right in.

We believe the development of a strong team, with confident, competent and supported members, is the most important factor in delivering business success. We have doubled in revenue and team members over the last two years and this growth is set to continue; this means opportunities for the team members to grow, learn new skills and help shape the direction of the business. Every team member has an important part to play in achieving the business’ headline strategy and objectives.

This is an opportunity to join an enthusiastic and growing team. We regularly ask our team for input into strategy and direction and how they want to develop and what skills they want to gain over the next 12 months. This is built into their personal development plans.

The role:
The Marketing and Admin Assistant role is centered around executing a range of marketing initiatives and providing administrative support to ensure smooth daily operations. You will primarily focus on developing and implementing effective email marketing strategies, managing client relationships through our CRM system, and assisting with the creation and distribution of marketing materials.

Key responsibilities include orchestrating email campaigns, maintaining regular communication with clients, and leveraging various marketing tools to enhance our brand presence. This position requires a proactive approach to client engagement, excellent problem-solving skills, and a high level of proficiency with digital marketing tools and software platforms.

Efficiently managing multiple tasks, maintaining strong attention to detail, and meeting strict deadlines are essential qualities for thriving in this role. We value team members who can navigate the fast-paced nature of marketing while providing reliable administrative support where needed.

The responsibilities:

• Email Marketing Management:
– Develop and execute email marketing campaigns.
– Manage subscriber lists and optimise engagement strategies.

• CRM Expertise:
– Extensive use of Zoho CRM to manage client relationships and data.
– Ensure accurate tracking and reporting of client interactions.

• Lead Management:
– Efficient management of incoming leads to maximise follow-up and conversion rates.

• Administrative Support:
– Assist with scheduling, document preparation, and general data entry tasks.
– Attend meetings as required and provide support across various company areas/tasks when necessary.

• Lead Communication:
– Maintain proactive communication with leads through various channels, ensuring timely and relevant interactions.
– Manage email correspondence, respond to messages promptly, and participate in weekly meetings as required.

• Software Proficiency:
– Manage and master marketing and administrative software tools to enhance business processes.

• Marketing Strategy and Execution:
– Collaborate on marketing strategies to ensure robust lead generation and brand engagement.

• Documentation and Process Optimisation
– Develop and maintain process documentation to ensure consistency and efficiency across operations.

• Client Engagement:
– Follow up with clients to gather feedback and enhance client satisfaction.

• Financial Administration:
– Handle invoicing tasks, including monthly and ad-hoc invoicing for clients.
– Engage in credit control and follow up on overdue invoices.

The requirements:
– Minimum of 1 year experience with Zoho CRM.
– Excellent Excel skills.
– Demonstrated experience in email marketing and managing marketing campaigns.
– Strong administrative skills, including proficiency in document preparation and data entry.
– Excellent communication skills, both written and verbal.
– Creative and analytical thinker with a drive for continuous improvement.
– Highly organsed with the ability to manage multiple tasks and priorities effectively.
– Team player with a commitment to providing five-star service and delivering exceptional client experiences.
– Familiarity with accounting software, preferably Xero.

The rewards:
– Part time role – 10 hours per week
– Flexible contract basis
– £5.00 per hour
– Filipino public holidays off

Our teammates have said they all feel like they get to use their strengths everyday at work while also being challenged to learn new skills. We go by the mantra “if you’re standing still, you’re going backwards”.

If you are interested in applying for the role, then please respond with your CV and a short intro video explaining why you would be suited to the role. Please use the words “MA Assistant, ready to go” in the subject.