Office Manager's Assistant

Exciting opportunity - Office Manager's Assistant – Leicester£23,000 - £26,000 p/aHybrid Why this role?We are currently recruiting for an Officer Manager's Assistant to work within a well-established Chartered firm of Financial Planners. VALUES: People are at the heart of everything they do, delivering professional excellence by developing, sharing and applying their expertise. All built on a foundation of trust and empowerment to take ownership.  ROLE OVERVIEW: To assist the Office Manager in carrying out their full range of dutiesTo support the Office Manager in the scheduling of client meetingsTo audio type dictated client meeting notes to cover holidays and at busy times of the business yearTo deal with any client related administrative tasks as required of the businessTo provide general administrative support to the Office Manager MAIN TASKS: Client meetings – in support of the Office ManagerPre-populate a meeting spreadsheet on a daily and monthly basis with dates and times of meetingsContact clients to arrange for Financial Planners to meet with clients, face to face or remotelyUpdate meeting spreadsheet/IO tasks dailyUpdate Financial Planners outlook calendars and send text reminders to clientsLiaise with Financial Planners and clients to amend meetings and re-arrange meetings as requiredBook hotels, conference rooms, lunches, travel as requiredTyping meeting notes (holiday cover and during busy times of the year)To carry out audio typing of meeting notes dictated by Financial Planners following meetings with clients.Distribute drafts of meeting notes to Account Executives for actions to be taken.Client related tasksUpdate records and circulate change of client detailsOrder gifts for clients/wrap champagne/Christmas giftsMaintain client mailing listsLog and distribute new enquiries to the Financial PlannersMarketing supportAssist with Boolers’ biannual newsletterLiaise with the web designers with regards to marketing/stationery.Order branded stationery/liaise with designersGeneral administrationIT Onboarding/leaving processAssist in arranging corporate events such as Boolers client conferenceArrange Partners and Sales Team meetingsClient & sponsorship eventsWebsite updates/hostingArrange ad hoc meetingsUpdate itinerary weekly for the Sales TeamUpdate internal phone list and floor plans as requiredOccasionally cover reception as and when requiredPlace stationery/equipment orders weekly or as and when required 

• Salary £23,000 to £26,000 per annum (dependent on qualifications, knowledge, and experience)
• Discretionary bonuses
• 4 x salary life assurance
• Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available.
• 24 days’ holiday - Increasing incrementally in recognition of continuous service
• Health Cash Plan Scheme.
• Free parking
• Hybrid Working Scheme – Following completion of initial training and induction

PERSON SPECIFICATION ESSENTIAL: 

• Minimum of 2 years’ experience in a similar/administration role.
• 5 GCSE’s or equivalent including English Language – Grade C or above

• Educated to A level standard (or equivalent) as a minimum.

• Knowledge of IT systems and programmes relevant to role
• Ability to create and maintain accurate and tidy records of work undertaken
• Excellent interpersonal skills
• Excellent communication skills both written and verbal
• Demonstrable eye for detail and getting tasks right the first time
• Effective time management skills
• Ability to consistently meet deadlines