Operations & Admin Lead – Boutique Wealth Firm (Canberra)

DW Private Wealth Pty Ltd; Canberra; On-site; AUD 80,000 - 90,000; Full time

Benefits offered by this job

Full-time employment

Professional office environment in Yar

Superannuation provided

Job summary

DW Private Wealth Pty Ltd in Canberra's Yarralumla is seeking an experienced Office Manager to oversee day-to-day administration, HR, financial administration, client coordination and compliance support.

You will work closely with the business owner, advisers and administration staff to ensure efficient operations, accurate records and proactive service delivery in a professional, collaborative environment.

Qualifications

• A minimum of 3 years of relevant experience in office management, administration, business operations or a similar role.
• Strong organisational and time-management skills with the ability to coordinate multiple priorities.
• Good working knowledge of HR and financial administration.
• Relevant qualifications in finance, accounting, business, management or a related discipline will also be highly regarded.

Responsibilities

• Oversee the day-to-day administrative operations of the office and coordinate office workflows and support activities.
• Coordinate workload and priorities of administration staff and ensure effective administrative support across the office.
• Manage general HR administration, including employee records, onboarding, leave records, staff documentation and recruitment coordination.
• Coordinate routine financial administration, including invoices, accounts payable and receivable, expense records and liaison with external accountants.
• Coordinate incoming client enquiries and referrals and ensure they are allocated to the appropriate adviser or team member.
• Oversee maintenance of client, business and administrative records and ensure documentation is accurately recorded.
• Support compliance and regulatory administration, including maintaining records and internal documentation.
• Assist management with internal policies, procedures and administrative controls.
• Coordinate office facilities, suppliers, equipment and other resources.
• Prepare internal reports and administrative documentation for management.
• Liaise with clients, advisers, mortgage brokers, accountants and external service providers.
• Identify and implement opportunities to improve processes and service delivery.

Education

Business/Finance/Management degree

Job description

DW Private Wealth Pty Ltd in Canberra's Yarralumla is seeking an experienced Office Manager to oversee day-to-day administration, HR, financial administration, client coordination and compliance support.

You will work closely with the business owner, advisers and administration staff to ensure efficient operations, accurate records and proactive service delivery in a professional, collaborative environment.