Office Manager

Titan Wealth; Norwich; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading company in financial services seeks an Office Manager to ensure operational efficiency and a positive experience for clients. You'll manage various administrative tasks, provide leadership and support to staff, and ensure compliance with regulations, playing a vital role in the organization's success.

Qualifications

• Experience in client service within financial services.
• Background in office operations.
• HR knowledge and understanding of regulatory compliance.

Responsibilities

• Oversee daily office operations and manage administrative staff.
• Handle adviser income and invoice processing.
• Ensure compliance with financial regulations.

Skills

Client Service

Organizational Skills

Communication Skills

Problem Solving

Leadership

Tools

Microsoft 365

Job description

Loveday & Partners is a Titan Group company.

Founded in 2010, Loveday & Partners has grown through word-of-mouth referrals from our many satisfied clients throughout Norfolk. We have built our success upon relationships, transparency, and trust. Today, we serve over 1000 families, pension funds, trusts, and charities. We also work closely with advocates in the business society. Loveday & Partners are very active in the community, supporting a wide range of charities and good causes around the county.

The role
As the Office Manager, you will be responsible for ensuring the smooth running of the office to create a positive experience for clients, visitors, and staff. This role is crucial in maintaining operational efficiency, ensuring all administrative activities are seamless. You will be the first point of contact for clients and visitors, representing the company professionally and friendly. You will also work closely with the Operations Consultant and various departments to support administrative needs and contribute to the organisation's overall productivity and success.

Responsibilities

• Administrative Management: Oversee daily office operations, manage administrative staff, maintain client records, and support workflow coordination.
• Client Interaction: Supervise operations support staff and ensure accurate, confidential client data management.
• Accounts & Adviser Income: Handle adviser income, invoice processing, staff expenses, and charity payments.
• Marketing and Client Events: Manage client events and organize gifts for occasions and Christmas.
• Compliance and Reporting: Ensure compliance with financial regulations and prepare reports for management.
• Office Coordination: Manage supplies, equipment, IT infrastructure, and office maintenance.
• Process Improvement: Implement and monitor new processes to enhance efficiency.
• Project Management: Support project planning, execution, and stakeholder communication.
• Data Management: Maintain office data, ensure accurate records, and generate reports.
• Training and Development: Provide staff training, support professional growth, and conduct performance reviews.

Requirements

• Friendly, outgoing personality.
• Experience in client service within financial services.
• Background in office operations.
• Excellent administrative, organizational, and communication skills.
• Structured, proactive, and logical approach.
• Leadership and team management experience.
• HR knowledge and understanding of regulatory compliance.
• Proficiency in Microsoft 365.
• Problem-solving mindset.