Office Manager's Assistant

Exciting opportunity - Office Manager's Assistant – Leicester £23,000 - £26,000 p/a Hybrid 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 duties To support the Office Manager in the scheduling of client meetings To audio type dictated client meeting notes to cover holidays and at busy times of the business year To deal with any client related administrative tasks as required of the business To provide general administrative support to the Office Manager MAIN TASKS: Client meetings – in support of the Office Manager Pre-populate a meeting spreadsheet on a daily and monthly basis with dates and times of meetings Contact clients to arrange for Financial Planners to meet with clients, face to face or remotely Update meeting spreadsheet/IO tasks daily Update Financial Planners outlook calendars and send text reminders to clients Liaise with Financial Planners and clients to amend meetings and re-arrange meetings as required Book hotels, conference rooms, lunches, travel as required Typing 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 tasks Update records and circulate change of client details Order gifts for clients/wrap champagne/Christmas gifts Maintain client mailing lists Log and distribute new enquiries to the Financial Planners Marketing support Assist with Boolers’ biannual newsletter Liaise with the web designers with regards to marketing/stationery. Order branded stationery/liaise with designers General administration IT Onboarding/leaving process Assist in arranging corporate events such as Boolers client conference Arrange Partners and Sales Team meetings Client & sponsorship events Website updates/hosting Arrange ad hoc meetings Update itinerary weekly for the Sales Team Update internal phone list and floor plans as required Occasionally cover reception as and when required Place stationery/equipment orders weekly or as and when required Pay and Benefits 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 DESIRABLE: Educated to A level standard (or equivalent) as a minimum. SKILLS and ABILITIES REQUIRED: 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

Location: Grove Park, GB

Posted Date: 5/17/2025