Job Description
We are recruiting for an Office Manager to support our dynamic financial planning team of advisors and client relationship managers. This role is integral to ensuring smooth day-to-day operations, fostering a productive work environment, and delivering exceptional client service. The Office Manager will oversee administrative functions, coordinate team activities, and manage office logistics while serving as a key support resource for the team.
Overview of duties:
Administrative Support:
* Manage and coordinate schedules, meetings, and appointments for advisors and client relationship managers.
* Prepare and process documentation related to client accounts, including onboarding paperwork, compliance forms, and transaction requests.
* Act as the primary point of contact for administrative inquiries and support needs.
Client Relationship Support:
* Assist in preparing materials for client meetings, such as reports, presentations, and follow-up documentation.
* Handle incoming client inquiries with professionalism, routing them to the appropriate team member as needed.
* Coordinate and track client communications to maintain high service standards.
Team Coordination:
* Organize team meetings, events, and training sessions to enhance collaboration and professional development.
* Maintain and update team records, including performance metrics and compliance documentation.
Financial and Reporting Duties:
* Manage budgets, and process invoices for approval.
* Support the preparation of operational and client-related reports as needed.
Person specification
Knowledge, skills and abilities:
* Strong organizational and multitasking skills, with attention to detail.
* Excellent interpersonal and communication abilities.
* Proficiency in office software (e.g., Microsoft Office Suite, CRM systems).
* Knowledge of financial industry regulations and client confidentiality standards is a plus.
* Problem-solving mindset and ability to work independently under minimal supervision.
Education / and or Experience
* At least 3 years of experience in office management, preferably in the financial or wealth management industry.
* Experience with Dynamic Planner and Intelligent Office or Curo systems.
* Relevant Financial Services qualifications.
Key information:
Hours: 35 hours
Location: Bromsgrove, Hybrid
If this sounds like something you are interested in please apply, or contact Lucy Reed for further information.