Business Operations Support Specialist
6 days ago
At Acumen Financial Planning, you will find many factors that set us apart from other financial services firms;
Our Mission is to empower clients to confidently achieve their full financial potential by delivering a comprehensive package of unique professional financial guidance in an accessible and approachable manner.
Job PurposeAs part of our Business Support team, you will provide essential support to ensure our financial planning business runs smoothly and efficiently.
Main Responsibilities- Operational Support: Helping to streamline daily business operations, ensuring that all administrative tasks are executed efficiently and effectively.
- System Support: Providing daily support in data management within our database, including inputting missing data, rectifying discrepancies, and assisting with improving efficiencies. Assisting the wider team with the adoption of our new portal, including training and answering queries.
- Project Assistance: Providing support in project management, assisting in coordination and implementation of projects, and helping the wider team with training and support.
- Strong organisational and planning skills.
Desirable:
- Proficiency in data analysis and reporting.
A competitive salary and benefits package is available to the right candidate.
We are proud to be an equal opportunities employer and are committed to recruiting and developing a diverse team, inclusive of race, religion, age, gender, sexual orientation, and disability. If you have requirements in relation to accessibility or mobility, please let us know in advance and we will do our best to support you during the recruitment process and any subsequent employment or placement with us.
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