We are seeking a detail-oriented and proactive Administrative Assistant with a background in financial planning to support our advisory team and manage key administrative functions. This role also includes office management responsibilities, with a clear pathway to progress into a full Office Manager position as the business grows. Key Responsibilities Administrative Support • Manage calendars, schedule client meetings, and coordinate internal team activities. • Prepare correspondence, client reports, presentations, and meeting packs. • Maintain organized digital and physical filing systems, ensuring accuracy and confidentiality. • Handle incoming calls, emails, and client inquiries in a professional manner. • Assist with onboarding new clients and maintaining up-to-date client records. Financial Planning Support • Collect, review, and organize client financial documents. • Prepare initial financial planning templates, data entry, and fact-finding documents. • Assist financial planners with modelling, projections, and preparation of Statements of Advice (SOAs) or financial plans (as permitted). • Update client information in CRM and financial planning software. • Liaise with product providers, insurers, and investment platforms for information requests or transaction follow-up. Office Management Duties • Oversee general office operations and ensure a well-organized, efficient workspace. • Manage office supplies, equipment maintenance, and vendor relationships. • Assist with internal communication, workflow coordination, and implementation of process improvements. • Support HR-related tasks such as coordinating training, onboarding logistics, or maintaining staff records (as required). • Assist with organizing team events, meetings, and company functions. Career Progression Opportunities • As the business expands, this role is designed to grow into a full Office Manager position. • Opportunities to take on full responsibility for office operations, team coordination, and process management. • Ongoing training and professional development provided to support this career pathway.