Office Operations Manager
3 weeks ago
We are recruiting for an Office Manager to support our financial planning team in Bromsgrove.
This role is integral to ensuring smooth day-to-day operations, fostering a productive work environment, and delivering exceptional client service.
Job Description:
- 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.
- 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.
- Organize team meetings, events, and training sessions to enhance collaboration and professional development.
- Maintain and update team records, including performance metrics and compliance documentation.
- Manage budgets, and process invoices for approval.
- Support the preparation of operational and client-related reports as needed.
Person Specification:
- 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.
Benefits:
- A competitive salary of £40,000 - £50,000 per annum, depending on experience.
- The opportunity to work in a dynamic and supportive team environment.
- A comprehensive benefits package, including hybrid working arrangements and access to training and development opportunities.
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