Office Manager Wealth Management

Office Manager Wealth ManagementOur client, a successful and well-established Boutique Wealth Management firm with an outstanding reputation for delivering tailored financial advice, is seeking an experienced and motivated Office Manager to join their growing team.This is an excellent opportunity to become part of a respected organisation that places clients at the heart of everything it does. With a strong and supportive working environment, this role also offers long-term stability,The RoleAs part of a highly professional team, you will be responsible for building and maintaining excellent client relationships and providing strong administration support to the team.Key ResponsibilitiesAbout YouThe ideal candidate will have:Previous administrative experience in financial planning or wealth management.Excellent communication and relationship-building skills.A client-first approach with strong attention to detail.A proactive and professional attitudeWhat's on OfferCompetitive salary and hybrid working.Monday Thursday 09:00 17:00Friday 09:00 16:0025 days annual leave + bank holidaysAccess to high-quality systems and resources.Job descriptionClient Management & PA DutiesHandle incoming telephone calls and emails; liaise professionally with clients, solicitors, accountants, and providersAbility to work alone ; be proactive, organised and detail focused.Support AdvisersAssist with ad-hoc administrative tasks as requiredAbility to confidently and effectively use: Excel, Word, Outlook (Office 365)Post open, scan, update client data and distributeBack office CRM ManagementiO (Intelligent Office) - experience beneficial but not essentialMaintain accurate and up-to-date client recordsManage administrative tasks and workflow items assigned within iOAdd new business (NB) and plans to client records, including income data and supporting documentsDocument designer - to maintain and update standard letters and templatesMI reportsIncome reconcile income statements from providers and match to client plans.Manage PFP (Personal Finance Portal):Invite new clientsMonitor client messages and updatesLiaise with advisers regarding client queriesRegularly attend webinars to keep updated with latest system improvements and implementation. Report to Advisers where necessary.Wrap Platform ManagementAberdeen WRAPOpen and monitor new business casesCheck for outstanding charges and resolveMonitor client cash levels for Income and ChargesProcess withdrawals and drawdown requestsSupport ongoing WRAP servicing and reportingOffice AccountingDaily reconciliation of QuickBooks to bank accountsAdd, match, and upload all bank transactionsInput invoices, bills, income statements, and provider statementsMatch client plans to EDI provider statements and manually uploaded statementsComplete month-end reconciliation of income from providers to Bank cash receiptsMaintain accurate accounting records across systemsNew Business in addition to WRAP and iOProvide monthly New Business submission dataMaintain NB completion records including: Product details, Amounts, Charges, Dates, Ongoing values, Annual premiums for insurance products.Support data collation for annual PII requirementsIf you're looking to join a forward-thinking Wealth Management firm where your expertise will be valued and rewarded, we'd love to hear from you.Todd Hayes Ltd is an equal opportunities employer. Due to the high volume of applications we receive, we regret that we are unable to respond to every applicant individually. However, your details will remain on file, and we will contact you should another suitable opportunity arise.If your application is shortlisted, we will be in touch.TPBN1_UKTJ