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Operations & Admin Assistant

Summary

Part-time remote role assisting a fundraising consultancy with client onboarding, invoicing, document formatting, and financial admin using tools like Zoho Books, Notion, and Google Workspace.

This is a remote position.

A fundraising consultancy and training business working with both South African and international clients is looking for a practical, organised Operations & Admin Assistant to help with routine admin, client onboarding, document formatting, and day-to-day financial admin. This is a part-time, flexible independent contracting role, fully remote and requires approximately 10-12 hours per month.
This role is ideal for someone comfortable working with digital tools, who can follow processes independently, and enjoys taking everyday task lists off the founder's plate.

Responsibilities:

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

  • 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

  • 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.

Originally posted on Himalayas

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