Service Delivery and Finance Administrator

We are seeking a part-time team member for 24-30 hours per week over 4 or 5 days to provide administrative and finance (50/50split) support to our client, a friendly, passionate charity in Taunton.

**Role Overview:**

As a Service Delivery and Finance Administrator, you will be the first point of contact for clients, ensuring a smooth experience and supporting the center manager. Key responsibilities include:

– Handling telephone, email, and web inquiries from clients and advisors.
– Managing client onboarding and offboarding processes, including data entry.
– Arranging initial consultations and processing payments.
– Supporting advisors with room bookings
– Managing invoice records and payments, issuing credit notes.
– Maintaining records in Sage 50 accounting software.
– Attending meetings and ensuring office supplies are stocked.
– Assisting with event support and social media updates.

**Person Specification:**

– Passionate about helping others with excellent customer service and administration skills
– Proficient in Microsoft Office and reliable in providing support.
– Strong communication skills and attention to detail.
– Willing to learn and work collaboratively.
– Financial experience
– Familiarity with SAGE is essential.
– Experience in the health and wellbeing or charitable sector would be a bonus

**Salary:** GBPcompetitive
**Fully on site**
**Annual Leave:** 23 days per year plus bank holidays
**Company Pension**
**Parking:** Rota system for parking space