Job Description
Annualytix Financial Services Inc. is a company dedicated to design, develop and implement the Financial Plan for individuals, families and business owners. We provide the best possible custom designed financial solutions for you, your family and your business. We give you the best rate guarantee for qualifying clients. We have the experience to ensure their client’s returns are filed with the most benefit to you or your business.Ensuring that our office processes run smoothly will be a major responsibility of the Office Manager. There will be a significant emphasis on administrative and financial responsibilities in addition to helping our Senior Team. This role ensures increased productivity and smooth operations, which promotes good internal communication in the organization.Responsibilities:· You will be responsible for managing administrative and customer service functions, whilst overseeing day-to-day activities.· Maintaining and updating customer database.· Emailing potential customers & suppliers on a daily basis.· Ensure orders are raised in a timely and accurate manner.· Managing all confidential information and emails.· Dealing with complaint handling and escalation.· Act as a liaison between various departments ensuring seamless communication and collaboration.· Keep the team informed about important updates and changes.· Processing customer invoices, liaising with external bookkeeper on a weekly basis.· Resolve escalated customer inquiries or concerns promptly and professionally· Ad hoc administrative tasks as needed.Administrative Skills:· Excellent administrative abilities and the capacity to work independently on daily responsibilities.· Broad interest in software and information technology.· Need to be able to multitask and prioritize while paying close attention to detail and urgency.· Keep track of senior managers' schedules, set up meetings, and plan their travel.· Create and execute efficient office policies and procedures.· Keep an exhaustive inventory of office supplies and replenish as necessary.· Arrange for service providers and vendors to guarantee office upkeep.· Manage and organize emails sent to possible leads.· Keep and update records and databases, including CRM and HubSpot.Benefits: In addition to a competitive salary, benefits include:· 5% Company pension contribution· Life Assurance at 2 x notional salary· Single person’s private medical cover· Permanent Health CoverEqual Opportunity EmployerAn equal opportunity employer, we will consider all qualified candidates for employment without discriminating on the basis of any protected characteristic that is illegal, including race, color, religion or belief, gender, sexual orientation, gender identity, ethnic or national origin, disability, age, pregnancy or maternity, marital status, or status as a civil partner.Powered by JazzHRAnnualytix Financial Services Inc.
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