An outstanding opportunity for an Office Manager to provide high level office support and customer care within a prestigious Financial Planning practice. A rare opportunity to work for a high profile Wealth Management firm with a great working environment/culture who offer excellent personal development opportunities. It is essential that you have prior work experience in the Professional Service sector.
Key responsibilities:
1. Knowledge and appreciation for what an amazing client experience should look and feel like.
2. Dealing with new enquiries and prospects and existing client enquiries
3. A good understanding of our house style and a love for the brand
4. Believe in our culture and deliver in such a way that you support each member of the team to thrive in their role
5. Flexible and dedicated attitude towards the role fuelled by an appreciation for why we do what we do.
6. Excellent organisational skills
7. Ability to react quickly and innovate when value needs to be added
8. Confidently able to deal with people at all levels, backgrounds and levels of wealth in a timely and efficient manner
9. To present a welcoming, courteous, helpful and efficient service
10. To be fully knowledgeable on the client journey, propositions and offering in order to add as much value to the client journey as possible.
11. On-boarding of new clients into the business
12. Maintaining existing client review communicatio...