Financial Advisory Firm in South Africa | RTA

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Accounting Firm

Practice and Office Administrator

Job Title:

Practice and Office Administrator
(Client Relations Focus)

Location:

Gqeberha, Western Cape

Reports to:

Director

Job type:

Permanent

To ensure the daily operations of the accounting practice, in terms of client relations, administration, billing, systems and documentation, while driving continuous improvement, technology adoption, and client experience.  Sufficient accounting knowledge to liaise with staff, understand client needs / queries and manage documents will be required although core accounting functions (eg. financial statements, taxation etc.), will not be part of this role.

  • Serve as key contact for clients (calls, email, in person) in a friendly, professional manner, building and maintaining client relationships
  • Client onboarding: collecting necessary documents, explaining what’s expected, ensuring paperwork is complete, serve as liaison between departments
  • Assisting with automation of onboarding process including forms
  • Schedule meetings / follow-ups between clients and staff.
  • Respond to client queries: status of work, billing, deliverables, deadlines.
  • Maintain client database / CRM; update client records (eg. contacts, relevant documents).
  • Prepare and send invoices; follow up on outstanding payments.
  • Manage all client documentation: engagement letters, signed agreements, forms.
  • Maintain both digital and physical filing systems.
  • Assist with report preparation: receivables, billing ageing, client status.
  • Timesheet reporting and analysis
  • Oversee front-office administration: reception, greeting clients, handling mail/emails, tracking office supplies, liaison for office matters and switchboard management
  • Assist with marketing aspects and client communication list management
  • Organize RTA events and activities that strengthen team culture.
  • Coordinate with accountants / staff to track status of jobs (e.g. tax returns, financials, bookkeeping tasks).
  • Ensure deadlines are met; remind/accountability to staff where needed.
  • Work with software tools used by the firm
  • Proficiency in Microsoft Office, especially Excel: spreadsheets for tracking, simple reporting.
  • Comfortable learning internal admin/financial software (billing systems, client management
  • Email & calendar management skills
  • Extremely detail-oriented; accuracy is very important.
  • Strong communication skills – both written and spoken (English; any other languages like Afrikaans are a plus).
  • Systems thinker, problem-solver, and proactive communicator.
  • Customer-oriented, friendly and professional.
  • Good organizational skills and able to multitask.
  • Adaptive and willing to learn new systems
  • High integrity, confidentiality (handling sensitive financial/client info).

How to apply

Send your CV (PDF) and a short cover note to:
careers@rta.co.za
Subject line:  Job Title: (Your Name)

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