Office Manager - Honiton, United Kingdom - Independent Resourcing Consultancy
Description
Our client, a very well established and respected firm of Independent Financial Advisers in Devon are currently looking to recruit an Office Manager to oversea two of their regional offices.
Duties and responsibilities- Manage admin staff and workload
- Telephone answering and passing on messages
- Dealing with Post inwards and outwards
- Checking of all new business for completeness
- Use of Microsoft Office & Outlook
- Use of Intelligent Office back office system
- Use of FE Analytics
- Enter all sales onto IO
- Smartsearch ID on IO
- IO for Fee reconciliation to bank statements
- Produce Adviser pay statements
- Produce monthly management figures
- Payment of bills into company
- Monitor of client service packs
- Review IO reports
- Collate 6 monthly FCA Information for Gabriel return
- Produce KPI information on Advisers
- Stationery requirements & ordering
- Confidential waste collection
- Utility Bills sourcing and contracts
- Liase with outsourced IT company
- Travel & Hotel arrangements
- Arrange any CD functions
- Ensure all Recruitment documentation is correct
- Monthly download of phone calls
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