Job Description
Office and Compliance Manager Location: Kidderminster Company: Vertis Private Wealth Management Ltd Salary: Circa £50,000 based on experience About Us: Vertis Private Wealth Management Ltd is a boutique financial investment firm specialising in wealth management, portfolio optimisation, and financial advisory services. We pride ourselves on delivering personalised investment strategies to our clients while maintaining an efficient and professional work environment. Job Summary: We are seeking an experienced and highly organised Office and Compliance Manager to oversee daily operations and compliance functions.
The Office Manager will play a key role in maintaining an efficient workplace, supporting executives, and ensuring compliance with financial regulations. This role requires excellent communication skills, attention to detail, and the ability to multitask in a fast-paced environment. Key Responsibilities: Executive Support: Provide administrative support to senior executives, including scheduling meetings, preparing reports, and handling correspondence.
Compliance & Documentation: Maintain and organise financial records, ensuring compliance with industry regulations and company policies. HR & Payroll: Assist with HR-related tasks, including recruitment, onboarding, benefits administration, and payroll coordination. Vendor & Client Relations: Act as the primary point of contact for vendor...