About the Role
Willow Wealth Partners is seeking a reliable, detail-oriented Office Manager to join our team. This role is central to the smooth day-to-day operation of the business, ensuring client services, administrative workflows, and compliance processes are delivered efficiently and to a high standard.
Key Duties and Responsibilities
Coordinate client onboarding activities by ensuring required documentation, records, and compliance procedures were completed accurately prior to service delivery.
Manage administrative workflows relating to client services, documentation processing, and operational tasks to support efficient business functions and timely outcomes.
Maintain and monitor client records, internal databases, and operational documentation to ensure compliance with organisational policies and regulatory standards.
Liaise with clients, external service providers, and internal stakeholders to facilitate business operations, resolve administrative matters, and support ongoing client engagement.
Oversee workflow distribution and monitor task progress for outsourced and support staff to maintain productivity, service quality, and operational efficiency.
Prepare, review, and coordinate business correspondence, reports, and client-related documentation to support management decision-making and service delivery requirements.
Assist in staff onboarding, training coordination, and process improvement initiatives to support team performance, consistency, and effective workplace operations.
Requirements
* Good communication and interpersonal skills
* Strong organisational and time management skills
* High level of accuracy in documentation, compliance checks, and file note keeping to support audit readiness
* Professional communication skills with the ability to manage client expectations and deliver a premium service experience
If you are a motivated Office Manager looking to join a growing team, we encourage you to apply.
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