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About Us We are a growing, fast-paced property surveying company working across Cornwall and Devon. Our work ranges from residential surveys to specialist and expert witness instructions, and we are known for our detailed, professional approach. As the business continues to grow, we are now looking for someone to take ownership of the day-to-day running of the office, including client coordination, administration, and financial management. This is a key role within the business. You will be responsible for keeping operations running smoothly, maintaining strong client communication, and ensuring the financial side of the business is organised, visible, and well managed. The Role This is a combined operations, administration, and finance role with real responsibility. You will take ownership of: - The company diary and booking process - Client communication and enquiry handling - Invoicing, payment tracking, and cashflow visibility - Day-to-day financial organisation and reporting You will work closely with the directors and our external accountants to ensure the business runs efficiently, remains financially organised, and continues to grow in a controlled and sustainable way. Key Responsibilities Client & Administrative Duties - Respond to all incoming enquiries promptly and professionally - Convert enquiries into confirmed bookings - Manage the company diary to ensure efficient scheduling of surveys - Liaise with estate agents and clients to arrange access - Create and manage job files and documentation - Issue terms of business and client correspondence Financial & Cashflow Management - Raise and issue invoices promptly following survey completion - Actively manage and pursue outstanding payments - Maintain clear, up-to-date visibility of the company’s cashflow position - Prepare and schedule supplier payments - Allocate funds for tax, operational costs, and general expenses - Run payroll, including director payments Accounts & Reporting - Maintain and update accounting software (e.g. Xero or similar) - Reconcile transactions and organise financial records - Provide structured weekly updates to the directors, including: - Income received - Outstanding payments - Upcoming financial commitments - Highlight any risks or gaps in cashflow before they become issues Accountant Liaison - Work closely with our external accountants (GW & Co) - Provide all required information for VAT, payroll, and tax submissions - Ensure financial processes remain accurate, compliant, and well organised Performance Expectations This role is results-driven. You will be expected to: - Respond to enquiries within the same working day - Maintain a strong conversion rate from enquiry to booking - Ensure invoices are issued without delay - Keep outstanding payments under control through consistent follow-up - Maintain clear and accurate weekly financial visibility for the business About You - Has experience in office management, administration, or a similar role - Is confident handling both operational and financial responsibilities - Is highly organised, proactive, and reliable - Is comfortable managing workload independently and taking ownership - Has strong communication skills and a professional phone manner - Is confident discussing payments and following up on outstanding invoices - Is comfortable using accounting software (or willing to learn quickly) Salary & Progression Starting salary from £22,000 pro rata, depending on experience. A structured review will take place after 3 months based on performance, with clear opportunity for progression as the role develops and the business continues to grow. What This Role Offers This is an opportunity to become a key part of a growing business. You will be trusted to take ownership of core areas of the company and play a direct role in improving how the business operates day to day. Additional Information - Training will be provided on internal systems - This is an office-based role in Hayle - Long-term opportunity within a growing company
Project ID: 40515322
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25 freelancers are bidding on average £13 GBP/hour for this job

Keeping client enquiries, bookings, invoicing, and cashflow organized is critical for a growing surveying business, and that's exactly where I can help. From reading your description, I understand you're looking for someone who can take ownership of daily operations, ensure clients receive prompt communication, keep the diary running efficiently, and maintain clear visibility over the company's finances. As a Certified Virtual Assistant with a Diploma in Executive Assistance, I have experience managing email communications, scheduling, customer support, data management, internet research, and administrative processes. In previous roles, I maintained organized records, handled client enquiries professionally, coordinated schedules, and ensured tasks were completed accurately and on time. My customer service background has also helped me build strong communication skills, allowing me to confidently follow up with clients and maintain positive relationships. I am highly detail-oriented, quick to learn new systems, and comfortable working with structured processes. Whether it's managing bookings, organizing documentation, tracking payments, or preparing weekly reports, I take ownership of tasks and ensure nothing falls through the cracks. I'd welcome the opportunity to discuss how I can support your team and contribute to the smooth growth of your business. When would be a convenient time for a conversation?
£10 GBP in 40 days
2.3
2.3

As a seasoned bookkeeping professional with over 5 years of experience, I'm well-equipped to not only handle the financial management duties but also take on the broader responsibility of office operations and client coordination that come with this role. My prowess in utilizing accounting software such as Xero, NetSuite, and QuickBooks Online will allow for an organized and efficient handling of your finances. My keen eye for detail aligns perfectly with the need for precise work in keeping records updated and reconciling transactions accurately. Aside from this, my services extend to areas such as data entry, bank reconciliation, managing invoicing/payment tracking, producing customized financial reports - all of which are vital elements indicated in your project description. Above all my skills and experience, what sets me apart is my dedication to your confidentiality and maintaining a proactive client approach in handling payments and following up on invoices. Striving to be an integral part of your growing business, I am ready to contribute day-to-day operational support that optimizes phone support functions while helping the company to develop organically. Let's simplify your financial journey together!
£10 GBP in 40 days
1.6
1.6

Yes! You are on the right bid. I have read all project details and descriptions regarding Phone Support Optimization Specialist I will save your time by letting my work speak for you. If I am lucky enough to get your attention, please feel free to reach me so we can spend 10-15 minutes and discuss everything ;) You can check my portfolio and reviews regarding your Project: https://www.freelancer.pk/u/Q@d33rM3hdi Best regards! Qadeer Mehdi!
£37 GBP in 31 days
1.3
1.3

As a seasoned bookkeeping professional specialized in various accounting software such as Xero, QuickBooks Online, NetSuite among others, I have the expertise and dedication to assist your growing property surveying company in streamlining its phone support and financial operations. Over my 5+ years of experience in bookkeeping, I have honed skills that directly align with your project needs - data entry and categorization, bank reconciliation, invoicing and billing, expense tracking and financial reporting. I understand the critical nature of the role you're offering – maintaining smooth operations, ensuring prompt client communication and efficient financial management. Let me assure you that not only do I possess the necessary skills to handle this project with finesse, but my enthusiasm for efficiency coupled with a meticulous attention-to-detail would also be transformative for your business. Choosing me means choosing an efficient and detail-oriented partner who values your unique business needs. I will employ my technical adeptness and knowledge of platforms such as Xero to ensure your financial processes are streamlined and accurate. My commitment to privacy and confidentiality ensures that your financial information will be treated with utmost care. Looking forward to collaborating on this exciting project.
£10 GBP in 40 days
0.8
0.8

As an experienced and proactive Virtual Assistant, I am skilled in the very areas your company seeks to augment. Your strong operations and financial management requirements resonate with what I've crafted my career around. I am fluent in popular accounting software like Xero and have impressively managed client communication, invoicing, payment tracking, cashflow management, and weekly financial reporting. Additionally, my exposure to property management systems will enable me to hit the ground running in liaising with estate agents and arranging access, as well as dealing with day-to-day administrative duties. Having supported businesses across various sectors, I've built a reputation for going above-and-beyond to ensure streamlined operations and timely results. My knack for translating chaos into organized structures will be vital in maintaining your company's diary, handling client enquiries promptly and professionally while effectively converting them into bookings. In terms of remuneration, my previous roles required managing invoices, ensuring prompt payments were made and stayed up-to-date on financial commitments like taxes and operational costs - all aligned with your key responsibilities. My hourly rate is £22 (pro rata); this highly competitive fee doesn't compromise on my dedication but rather reflects my commitment to helping growing companies like yours scale within feasible budgets.
£13 GBP in 40 days
0.5
0.5

Hey Hiring Manager, I am a US based Freelancer, I just finished reading the job description and I see you are looking for someone experienced in Customer Experience, Property Management, Payment Processing. This is something I can do. I can help keep your surveying office running smoothly by handling enquiry response, diary coordination, booking follow-up, invoicing, payment tracking, and clear weekly cashflow updates so nothing slips through the cracks. I can also support your accountant by keeping records organised, reconciling transactions, and preparing the information needed for VAT, payroll, and tax submissions. Read the job description carefully and I would solve this by creating a simple, reliable workflow for client communication, booking management, invoice follow-up, and financial visibility, so your directors always know what is due, what is paid, and what needs attention next. To start, I would need access to your current diary system, accounting software such as Xero or similar, invoice templates, and your preferred process for client updates and payment follow-up. Drop me a message before placing an order price can be discussed after discussion.- Hey Hiring Manager, I am a US based Freelancer, I just finished reading the job description and I see you are looking for someone experienced in Customer Experience, Property Management, Payment Processing. This is something I can do. Read the job description carefully and tell how you will solve their problem and
£14 GBP in 26 days
0.0
0.0

Hi there, I am highly interested in managing your property surveying operations, client coordination, and financial administration. Operating seamlessly during UK business hours, I guarantee same-day responses to all enquiries to maximize your booking conversion rate. How I will handle your core responsibilities: • Operations & Diary: Scheduling surveys efficiently across Cornwall and Devon, coordinating access with estate agents, and issuing terms of business promptly. • Finance & Cashflow: Promptly raising invoices post-survey, managing outstanding payments, and maintaining a clear, live view of your cashflow position using Xero. • Accountant Liaison: Organizing and reconciling records to provide flawless data for your external accountants (GW & Co) for VAT, payroll, and tax submissions. I am proactive, detail-oriented, and comfortable handling payment follow-ups professionally over the phone or email. I look forward to taking ownership of your office administration so you can focus on sustainable growth. Best regards, Muhammad Mueez
£12 GBP in 40 days
0.0
0.0

We’ve recently helped businesses and brands achieve stronger growth through high-converting digital solutions, helping them improve engagement, increase visibility, and reach their business goals with professional, results-driven development. I understand the importance of a clean, professional, and seamless office management system. With expertise in operations, administration, and financial management, we can ensure that your day-to-day running is smooth and efficient. Our services include client coordination, financial organization, and maintaining strong communication. With a track record in similar projects, we are confident in optimizing your phone support operations for maximum efficiency and growth. Regards, Riyaat
£10 GBP in 7 days
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I am an organized and reliable professional with experience in administration, customer service, and data management. I am confident handling client communication, scheduling, invoicing, and financial records. I learn new systems quickly, work independently, and am committed to helping your business operate efficiently and professionally.
£13 GBP in 40 days
0.0
0.0

Hello, I am interested in this project. I am hardworking, reliable, and ready to start immediately. I can provide quality work and complete tasks on time. I will do my best to meet your requirements. Thank you.
£13 GBP in 40 days
0.0
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Hello, I am interested in assisting with your Operations, Administration, and Finance role. I have experience handling administrative tasks, maintaining records, managing documentation, and working with Excel. In my previous role as an Office Assistant, I was responsible for attendance tracking, data management, and ensuring smooth day-to-day office operations. I am organized, detail-oriented, and possess strong communication skills, which enable me to handle client inquiries, scheduling, and administrative responsibilities efficiently. I am comfortable learning new systems and processes and can work independently while maintaining accuracy and professionalism. I am committed to providing reliable support and helping your business remain well-organized and efficient. I would welcome the opportunity to contribute to your team. Thank you for your time and consideration. Kind regards, Priyanshi Rajput
£13 GBP in 40 days
0.0
0.0

WE'VE JUST COMPLETED A SIMILAR PROJECT!! After reading your project, it sounds like you're looking for more than just someone who can complete a task. You need a solution that is reliable, professional, and actually helps move your business forward. We've recently completed a very similar project in the same space and helped the client turn their idea into a polished product that was easier for customers to use and easier for the business to manage. What caught my attention was your focus on quality and user experience. That's exactly where we spend most of our time, making sure everything feels clean, intuitive, fast, and built for long term growth. We handle the entire process from planning and design through development, automation, integrations, testing, and ongoing support. A quick question. If we spoke now and this project was considered a complete success, what would need to happen for you to feel it was one of the best investments you've made? I'd love to chat about your project! The worst that can happen is you walk away with a free consultation! Regards, Ryan.
£10 GBP in 7 days
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2 years of experience working in the rental & property management agency as a team leader, communication and problem solving skills.
£12 GBP in 25 days
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I see you are looking for a reliable professional to handle your GST registration and monthly compliance. With extensive hands-on experience in Indian indirect taxation, I can streamline this entire process for you while ensuring 100% legal compliance. Here is how I can assist you with this project: Hassle-Free GST Registration: End-to-end documentation handling and regular follow-ups with the department for quick approval. Accurate Return Filing: Timely and error-free preparation and filing of GSTR-1 and GSTR-3B. Maximizing ITC: Deep reconciliation of your GSTR-2B with your purchase register to ensure you never miss out on eligible Input Tax Credit. I understand that financial data security is a top priority, and I guarantee absolute confidentiality and precision to avoid any late fees or notices. Let's hop on a quick chat to discuss your business structure and list down the documents needed to initiate the process. Best regards, Suchita Tax & Compliance Consultant
£13 GBP in 40 days
0.0
0.0

Hello, I am interested in this Phone Support role. I have good communication skills, customer service experience, and I am comfortable handling calls, emails, and customer queries professionally. I am a quick learner, reliable, and can work independently while maintaining a high level of customer satisfaction. I am available to start immediately and look forward to contributing to your team. Thank you for your consideration.
£10 GBP in 40 days
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Professional Headline Apple Technical Support Specialist | macOS Expert | Remote IT Support Top Skills * Technical Support * Apple macOS Support * iPhone & iPad Troubleshooting * Customer Service * Remote IT Support * VPN & Network Troubleshooting * Hardware & Software Support * Help Desk Support Professional Summary Technical Support Specialist with 5+ years of experience providing Apple device support, macOS troubleshooting, and remote IT assistance. Experienced in resolving hardware, software, iCloud, Apple ID, VPN, and network issues while delivering exceptional customer service. Dedicated to providing fast, reliable, and professional support to clients worldwide.
£10 GBP in 40 days
0.0
0.0

Hi there, I'm Queen Johnson. The combination of client coordination, diary management, invoicing, and cashflow reporting in this role is exactly the kind of operational ownership I thrive in. I have experience managing inboxes and enquiry pipelines, converting leads into confirmed bookings, and maintaining client correspondence that reflects well on a business at every touchpoint. I understand that in a surveying practice, how quickly and professionally you respond to an enquiry directly affects whether that instruction is won or lost, and I take that seriously. On the financial side I am organised and proactive. Raising invoices promptly, following up on outstanding payments without being passive about it, and giving directors clear weekly visibility into income, payments due, and upcoming commitments are areas I handle with confidence. I am comfortable in accounting software and quick to get up to speed on internal systems with training. I work independently, communicate proactively, and take ownership of my responsibilities without waiting to be directed. I would be glad to discuss how my background fits what you are building at your Cornwall practice.
£13 GBP in 40 days
0.0
0.0

As an experienced bookkeeping professional, I bring a strong understanding of managing finances and staying organized to this role. I have spent 5+ years mastering various accounting software, including Xero which is specifically mentioned in the job description. From data entry to financial reporting, I can streamline and maintain your company's financial records efficiently, saving you valuable time and ensuring everything stays synchronized. My attention to detail is another asset that can benefit your business's daily operations. I understand that even the smallest transaction can make a substantial impact on the overall finances. Thus, I provide meticulous care to every detail, be it reconciling accounts or tracking expenses. Moreover, I am tech-savvy and well-versed in QuickBooks Online, one of the mentioned accounting systems. My proficiency in this software would contribute significantly to your goal of maintaining a visible and well-managed cash flow. Rest assured, all your data will be treated with utmost confidentiality as privacy is at the forefront of my work ethics.
£10 GBP in 40 days
0.0
0.0

As a Certified QuickBooks and Xero ProAdvisor, I have extensive experience in setting up, maintaining, and cleaning financial records, which is crucial to your project's success. In addition, my ability to reconcile transactions and provide clear financial visibility aligns perfectly with your need for an on-top-of-things office manager. Given the highly organized and proactive approach I employ in my work, I would be able to fulfill your essential duties competently; from handling and converting client enquiries efficiently to ensuring invoices are issued promptly. My knack for following up on outstanding payments without delay will prove invaluable to sustaining a healthy cashflow. Furthermore, my aptitude with financial reporting (P&L, Balance Sheet, Cash Flow), budgeting, and forecasting allow me to provide you with structured weekly updates that highlight risks or gaps in cashflow before they become issues. I believe my skill set combined with my passion for using data to improve efficiency makes me the ideal candidate for this multifaceted role. With me as your Phone Support Optimization Specialist, you can trust that your day-to-day operations will thrive and grow in a controlled manner.
£10 GBP in 40 days
0.0
0.0

Hi, I've read your description and understand you're looking for someone who can take ownership of the day-to-day administration of the business, manage client communication and scheduling, maintain organized records, and provide clear visibility into operational and financial activities. My background includes administrative support, business development, CRM management, reporting, client coordination, and process improvement. I'm comfortable managing calendars, handling enquiries, maintaining trackers, organizing documentation, following up on outstanding actions, and providing structured updates that help leadership stay informed and make decisions. I have experience working with spreadsheets, reporting systems, invoicing processes, and coordinating with stakeholders to keep operations running smoothly. I enjoy creating structure, improving workflows, and ensuring important tasks don't fall through the cracks. I'd be happy to discuss how I can support the continued growth and organization of your business.
£13 GBP in 40 days
0.0
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Hayle, United Kingdom
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