Office Manager / PA Vacancy

Job Description - Office Manager / PA - Education Finance Solutions Ltd

We are an established consultancy company working in the education sector.  Having just started our 5th year of trading we feel the time is right to consolidate the roles currently being undertaken by the directors and bring someone in who can take on these responsibilities across office management, personal assistant, marketing and finance.

The company is in a time of expansion so it is a very exciting time to be joining us.  We have many new projects coming in to the business and need someone who is looking to have a long-term career with us and add support through this growth period.

We are a friendly team and have a positive, upbeat, happy culture.  We pride ourselves on being flexible for our staff and give them a good work life balance, but in return want commitment and passion.  Our offices are based in Dartford, just before the bridge.


Main Duties

Finance duties:

  • Inputting expenses and creating/sending sales invoices

  • Managing payments

  • Bank reconciliations

  • Credit control

  • Preparing weekly debtors and monthly management reports for the Directors

  • Producing VAT returns

  • Management of contractual income including reconciliations to source documents


PA / Office Management Duties:

  • Support directors with diary management

  • Managing the post in and out of the business

  • Ensure lease, rent and insurance for the building and company are managed

  • Organise and ensure attendance of directors to weekly company meetings to discuss the weeks’ objectives.

  • Producing letters/emails/quotes under directors’ instruction for the clients

  • Laptop, IT and telecoms contracts

  • Answering the phone and actioning the queries appropriately

  • Filing and ensuring the office is organised and tidy

  • Ensure all legal paperwork is completed and signed regarding all client contracts

  • Attend meetings with existing and potential clients to discuss contracts and services

  • Creating and maintaining process manuals for all duties

  • Issuing licence information for all software

  • Project management for EduFin Connect hosting implementations

  • Any other suitable PA duties as needed by the directors

  • Organising of events both socially and client-focussed

  • Organising hotels/travel for Directors


  • Sending out information to potential new clients

  • Keeping the company’s Twitter, LinkedIn and Facebook profiles current

  • Creating mailshots for clients

  • Management of CRM cloud system

  • Regular calling of existing clients to “keep in touch”



  • An understanding of the Academy sector (in particular the finances) would be ideal, but not essential

  • Previously used MS office such as Word and has advanced level knowledge of Excel (you will be tested).

  • Good grasp of spelling, grammar and business English.  You must be able to produce an email and/or letter from scratch in business terms.

  • Experience managing a small business’ finances

  • Confident on the phone

  • Knowledge of Sage, PS Financials, HCSS and FMS would be ideal, but not essential

The person:

  • Extremely organised

  • Flexible

  • Ability to prioritise

  • Respectful

  • Passionate

  • Good work ethic

  • Calm and collected

  • Can work autonomously.  We need someone who will find things that need doing and not need to be given continual direction from management.

  • Happy to work as part of the team, but be happy managing the office on their own occasionally if directors are on site.


Although qualifications are great and offer an insight into a person’s chosen career path, at EduFin we also recognise work experience as an excellent indicator of ability. Therefore by all means tell us what qualifications you have but we also want to know your achievements because it’s no secret that we like people who have been there and done it but maybe haven’t had the ability to study.

We are looking for someone who will take this role and make it their own.  While there are a number of duties listed, we are in a period of growth and this role is not restricted.  As this is a new role we are very open to people coming in and suggesting changes and developments to add value and efficiency to the business.

salary - competitive doe

applications now closed.

To apply for this vacancy please send your CV to along with your salary expectation and a short statement as to why you would be great for this role.