Office Manager/Administrator – Bournemouth
Salary
30k
Location
Bournemouth
Job Type
Full Time
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Our client, a boutique wealth management firm based in the centre of Bournemouth are looking to take on an Office manager/Senior Administrator to join their established and well-respected team of financial advisers, investment managers and support team.
Within your role, you will be assisting with the daily administration and ensuring the smooth and efficient running of the business. This will include but will not be limited to:
- Greeting visitors and dealing with incoming telephone and email queries
- Communicating with clients and professional contacts
- Supervising staff members
- Implementing investment fund switches and rebalances
- Monitoring and maintaining client cash positions
- Preparing and dispatching six-monthly valuation statements
- General office duties and managing client diary tasks.