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COS Office Manager

Legend Financial and Tax Adviser Limited

Position Overview

We are seeking a dedicated and experienced Office Manager to oversee the efficient functioning of our financial and tax adviser company’s administrative operations. The ideal candidate will be highly organised, detail-oriented, and possess excellent communication and interpersonal skills. As the Office Manager, you will play a crucial role in maintaining a well-organised and productive office environment while providing support to both clients and staff. 

Key Responsibilities

Administrative Oversight:

Manage daily office operations, including scheduling, coordinating appointments, and ensuring smooth communication within the team and with clients.

Client Interaction:

Serve as the first point of contact for clients, addressing inquiries, scheduling meetings, and maintaining positive client relationships.

Staff Support:

Provide administrative support to the team, including preparing documents, managing calendars, and assisting with client meetings as needed.

Financial Recordkeeping:

Assist with basic financial tasks, such as invoicing, expense tracking, and maintaining financial records.

Office Organization:

Maintain a clean and organized office space, order supplies, and ensure efficient use of office resources.

Documentation:

Create and manage documents, spreadsheets, and presentations, ensuring accuracy and confidentiality.

Project Coordination:

Assist in coordinating projects, ensuring deadlines are met and resources are allocated appropriately.

Compliance Support:

Assist in adhering to regulatory requirements by maintaining up-to-date records and assisting with necessary compliance documentation.

Office Communication:

Facilitate effective communication between departments and teams, disseminating important information as needed.

Problem Solving:

Address and resolve administrative issues, finding practical solutions to enhance operational efficiency.

Event Coordination:

Assist in planning and organizing company events, workshops, and seminars.

Qualifications

  • Bachelor’s Degree in Business Administration, Management, or related field (or equivalent work experience). 
  • Proven experience in office management or administrative roles, preferably within the financial or advisory industry. 
  • Strong organisational skills and the ability to multitask effectively. 
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and office management software. 
  • Excellent written and verbal communication skills. 
  • Attention to detail and a high level of accuracy in all tasks. 
  • Strong interpersonal skills and the ability to work well within a team. 
  • Discretion and the ability to handle confidential information with professionalism. 
  • Problem-solving abilities and a proactive approach to addressing challenges. 
  • Familiarity with basic financial processes, such as invoicing and expense tracking, is a plus. 
  • Experience with compliance and regulatory requirements is an advantage. 

Compensation

Salary for this position will be competitive and commensurate with experience. We are committed to providing fair compensation that reflects the skills, qualifications, and responsibilities of the successful candidate. 

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Qualifications

  • Bachelor’s Degree in Business Administration, Management, or related field (or equivalent work experience). 
  • Proven experience in office management or administrative roles, preferably within the financial or advisory industry. 
  • Strong organisational skills and the ability to multitask effectively. 
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and office management software. 
  • Excellent written and verbal communication skills. 
  • Attention to detail and a high level of accuracy in all tasks. 
  • Strong interpersonal skills and the ability to work well within a team. 
  • Discretion and the ability to handle confidential information with professionalism. 
  • Problem-solving abilities and a proactive approach to addressing challenges. 
  • Familiarity with basic financial processes, such as invoicing and expense tracking, is a plus. 
  • Experience with compliance and regulatory requirements is an advantage. 

Compensation

Salary for this position will be competitive and commensurate with experience. We are committed to providing fair compensation that reflects the skills, qualifications, and responsibilities of the successful candidate. 

WHY ARE WE THE BEST?

We stand out by serving value to our clients through professional skills, technology, and comprehensive understanding of clients’ needs and requirements to deliver impeccable, cost-effective, and responsive solutions.

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Your business’s accounts shouldn’t be a distraction from the mission or a cause of stress – properly maintained and calibrated, they’re a powerful decision-making tool and an engine for success.

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ABOUT LEGEND FINANCIAL

We provide services to our clients based on the principle of honesty, sound knowledge, reliability, and integrity, assuring the best quality and relevant advisory to our clients’ individual and business tax needs. 

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OFFICE HOURS

Monday to Friday:
9:00 AM – 6:00 PM

Saturday & Sunday:
9:00 AM – 4:00 PM (Calls Only)

Citygate House,
246-250 Romford Road,
London, E7 9HZ

Our Locations: Stratford, London ● Hounslow, London ● Milton Keynes ● Manchester ● Glasgow ● Bolton

© Legend Financial and Tax Advisers Limited is registered in England and Wales, Registration number: 08103572