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3 days ago
Office Manager (Finance & Insurance)
We are seeking a highly organized and experienced Office Manager to oversee daily operations and administrative functions within our business. The ideal candidate will coordinate between teams, ensure compliance, streamline processes, and support both Australian and offshore staff.
Key Responsibilities:- General Office Administration: Manage day-to-day office operations across finance, insurance, and support teams. Act as the primary liaison between teams. Maintain calendars, schedules, and task trackers. Oversee document control, file management, and client record accuracy.
- Team & Workflow Management: Allocate tasks to admin and operations staff. Monitor workload and ensure deadlines are met. Assist with onboarding, training, and performance support of internal teams. Coordinate leave requests, timesheets, and team communication tools.
- Compliance & Quality Control: Ensure processes follow industry standards. Review client files for completeness and compliance before submission. Track key deadlines and flag risks.
- Client Support & Relationship Management: Act as a point of contact for escalated client issues. Oversee service delivery standards and ensure a seamless client experience.
- Software & Systems Oversight: Administer core tools such as CRM systems, finance/insurance software, and cloud-based tools. Monitor workflows, update templates, and recommend automation improvements.
- 3 years experience in office management or operations role (preferably in finance or insurance)
- Strong understanding of financial services, insurance broking, or mortgage processes
- High attention to detail and strong time management skills
- Strong communication and leadership skills
- Familiarity with CRM systems, finance/insurance software, and cloud-based tools
- Tier 2 or Tier 1 General Insurance certification preferred (or willingness to obtain)
This is an exciting opportunity to join our team as a skilled Office Manager. If you have a passion for administration, excellent communication skills, and a keen eye for detail, we want to hear from you.
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