Our client, a very well established and respected firm of Independent Financial Advisers in Devon are currently looking to recruit an Office Manager to oversea two of their regional offices.
The successful candidate will have good interpersonal skills, be a good listener and have a good sense of humour.
Duties and responsibilities
· Manage admin staff and workload
· Telephone answering and passing on messages
· Dealing with Post inwards and outwards
· Checking of all new business for completeness
· Use of Microsoft Office & Outlook
· Use of Intelligent Office back office system
· Use of FE Analytics
· Enter all sales onto IO
· Smartsearch ID on IO
· IO for Fee reconciliation to bank statements
· Produce Adviser pay statements
· Produce monthly management figures
· Payment of bills into company
· Monitor of client service packs
· Review IO reports
· Collate 6 monthly FCA Information for Gabriel return
· Produce KPI information on Advisers
· Stationery requirements & ordering
· Confidential waste collection
· Utility Bills sourcing and contracts
· Liase with outsourced IT company
· Travel & Hotel arrangements
· Arrange any CD functions
· Ensure all Recruitment documentation is correct
· Monthly download of phone calls
If you would like to work for one of the most highly regarded IFA firms in the area then please apply today and we will be in touch to discuss your application.