Remote Client Success & Admin Coordinator

Assist World; South Africa; On-site; ZAR 486,775 - 811,293; Full time

Benefits offered by this job

100% Remote

$50 Birthday Bonus

$200 Testimonial Bonus

$500 Entry Monthly Raffle

No Tracker – No Problem

Job summary

Assist World is seeking a Client Success and Administrative Coordinator in South Africa. This 100% remote role involves acting as the primary contact for clients, managing communications, conducting discovery calls, and providing administrative support.

The successful candidate will have at least 3-4 years of experience in client services within the accounting or financial services sector, strong communication skills, and a compassionate, organized approach to client interactions.

Qualifications

• Minimum 3–4 years of experience in an administrative, client services, virtual assistant, or customer success role.
• Experience working within an accounting, bookkeeping, tax, financial services, or related professional services environment.
• Strong verbal and written communication skills.

Responsibilities

• Serve as the first point of contact for clients via phone, email, and CRM.
• Conduct discovery calls with prospective clients to identify needs.
• Assist with client invoicing through QuickBooks.

Skills

Client communications

Customer service

Discovery call management

Administrative support

Tax preparation knowledge

Accounting principles

Bookkeeping concepts

Microsoft Outlook

Microsoft Teams

QuickBooks

Education

3-4 years experience in client services or administrative roles

Tools

CRM systems

Microsoft 365 Suite

Job description

Assist World is seeking a Client Success and Administrative Coordinator in South Africa. This 100% remote role involves acting as the primary contact for clients, managing communications, conducting discovery calls, and providing administrative support.

The successful candidate will have at least 3-4 years of experience in client services within the accounting or financial services sector, strong communication skills, and a compassionate, organized approach to client interactions.