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- Tasks: Lead a team providing essential admin support to financial advisors and clients.
- Company: Dynamic financial services firm with a focus on teamwork and client satisfaction.
- Benefits: Competitive salary, full-time or part-time options, and opportunities for professional growth.
- Why this job: Join a fast-paced environment where your organisational skills can shine and make a difference.
- Qualifications: Experience in financial services and strong IT skills, especially in MS Office.
- Other info: Ideal for those who thrive under pressure and enjoy working collaboratively.
The predicted salary is between 30000 - 40000 £ per year.
Our client is looking to appoint an experienced Financial Services Professional to oversee a small team in providing varied and comprehensive administration support to the business.
Duties include:
- Overseeing a small team ensuring provision of varied administrative support to a team of Financial Advisors and the firm’s clients.
- Oversee the day to day management of clients.
- Answer telephone enquiries in a polite and respectful manner.
- Ensure all administration incorporates efficient recording and checking of client records.
- Follow email instructions from clients.
- Ensuring that client data is up to date and that adequate records are maintained.
- Obtain an in-depth knowledge of the services offered to clients by the company for portfolio maintenance.
- Attend company presentations/meetings.
- Calculation of fee invoices to send with the client valuations.
- Administration of Money Laundering documentation.
- Use of MS office daily.
- Assist with written communication to clients and other external contacts.
- Scanning and Filing.
- Compilation of reports and performance figures, provide analysis and check for accuracy.
- Providing accurate valuations ahead of client meetings.
- Ensure compliance with data regulations and industry specific legislation and guidelines.
Educational / Experience Requirements:
- An understanding and knowledge of the financial services sector.
- Excellent IT Skills including MS Office.
- Able to ensure that strict procedures are adhered to at all times.
- Willingness to undertake continual professional development.
Personal Specification and Competencies:
- Interpersonal and communication skills.
- Ability to work effectively as part of a team.
- IT/Organisational skills.
- Attention to detail and self-discipline.
- Ability to assess information.
- Resilient and able to work in a fast paced, pressurised environment.
For more information including a full job description and remuneration package please respond by email or contact Castle View Personnel on 01463 230 200.
Office Manager in Inverness employer: Castle View Personnel
Contact Detail:
Castle View Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Office Manager in Inverness
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for an Office Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its services. Understand their client base and what makes them tick. This will help you tailor your answers and show that you're genuinely interested in the role and the company.
✨Tip Number 3
Practice your communication skills! As an Office Manager, you'll need to interact with clients and team members regularly. Role-play common interview questions with a friend to boost your confidence and refine your responses.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find and apply for roles that suit your skills. Plus, it shows you're serious about joining our team in the financial services sector.
We think you need these skills to ace Office Manager in Inverness
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Office Manager role in financial services. Highlight your relevant experience and skills, especially those that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Be sure to mention your understanding of the financial services sector and how your skills align with what we’re looking for.
Show Off Your IT Skills: Since excellent IT skills are a must, don’t forget to showcase your proficiency in MS Office and any other relevant software. We love seeing candidates who can hit the ground running with tech!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of all the amazing candidates like you!
How to prepare for a job interview at Castle View Personnel
✨Know Your Financial Services
Make sure you brush up on your knowledge of the financial services sector. Understand the specific services offered by the company and be ready to discuss how they relate to client needs. This will show that you're not just interested in the role, but also in the industry.
✨Showcase Your Organisational Skills
As an Office Manager, you'll need to demonstrate strong organisational skills. Prepare examples from your past experience where you've successfully managed a team or handled multiple tasks simultaneously. This will help illustrate your ability to thrive in a fast-paced environment.
✨Practice Your Communication Skills
Since you'll be dealing with clients and team members regularly, effective communication is key. Practice answering common interview questions clearly and confidently. You might even want to role-play with a friend to get comfortable with articulating your thoughts.
✨Be Ready for Compliance Questions
Given the importance of compliance in financial services, expect questions about data regulations and industry guidelines. Brush up on relevant legislation and be prepared to discuss how you ensure compliance in your work. This will show that you take these responsibilities seriously.