Administration Manager - Financial Services

An outstanding opportunity for an Administration Manager to provide high level office support and customer care within a prestigious Financial Planning team. The Administration Manager will oversee and coordinate administrative tasks associated with the financial planning department. This role will ensure efficient operation supporting the financial planning team, manage resources, and facilitate communication among stakeholders.

Responsibilities:

Oversee day-to-day administrative operations of the financial planning department.

Management of the financial planning administration team

Develop and implement administrative policies and procedures to enhance operational efficiency.

Coordinate scheduling of meetings, preparing agendas, and documenting minutes.

Prepare and analyse financial reports and data to support decision-making.

Support the team in the preparation of presentations for stakeholders.

Facilitate effective communication within the financial planning team and across departments.

Monitor and manage departmental resources, including budget tracking and allocation.

Assist in the training, and development of administrative staff within the financial planning team.

Ensure departmental practices comply with legal, regulatory, and organisational standards.

Assist in preparing documentation for financial reviews.

Experience required:

Minimum of 5 years of administrative management experience, preferably within financial planning

Excellent team management ability

Strong analytical and problem-solving abilities.

Excellent written and verbal communication skills.

Strong organisational skills and attention to detail.

Proficiency in financial software and Microsoft Office Suite (Excel, PowerPoint, and Word).