AddressPurpose of Role:
The Office Manager role is responsible for:
- The smooth and efficient running of the office
- Group related business activities
- Project management and facilitation of projects across the Group, including running and managing meetings (both in person and virtual)
- Preparing, co-ordinating and attending Operational meetings
- Ensuring client requirements are met in a professional and caring manner
A key aspect of the role involves working collaboratively with all members of the team and associated clients.
Internal Relationships:
- Head of Operations
- Directors
- Financial Advisors
- Client Services Team
External Relationships:
- Clients
- Fund Managers
- Investment Committee
Responsibilities:
- General office, administration and secretarial duties as required
- Manage various Group projects and work closely with Operations and
Management on delivery outcomes as required - Scheduling appointments and client meetings
- Answering incoming calls (as part of the back-office team)
- Manage distribution of incoming mail
- Scanning and file management
- Arrange travel
- Assist in preparing client reports for distribution
- Assist in preparing PowerPoint presentations when required
- Manage client communications via Mailchimp (or similar)
- Manage internal technologies (VC, printers etc)
- Engaging with suppliers
- Managing office stationery stock levels and maintaining clean meeting rooms and kitchen facilities
- Marketing assistance and attending to catering requirements
Knowledge / Skills:
- Financial Planning experience is preferred
- Outstanding attention to detail, high-level data entry accuracy
- Ability to use initiative, be proactive and work autonomously
- Strong IT / Office 365 knowledge preferred
- Professional presentation and attire
- Honest, trustworthy, polite and friendly nature
- Excellent oral, written and interpersonal skills
- Strong work ethic
- Excellent time management skills
- Experience in dealing with clients
- Intermediate to Advanced Microsoft Office 365 skills
- Basic knowledge of XPLAN
- Excellent attention to detail and high accuracy
- Excellent customer service orientation
- Strong rapport building and relationship management skills
- Ability to adapt to change and meet deadlines
- Demonstrated high level of confidentiality, tact and discretion
