Team Leader/office Manager

3 days ago

Chatswood, Australia Priority Advisory Group Full time

**Position Quick Summary**

The Team Leader/ Office Manager is responsible for managing and supervising the administration team as well as overseeing record keeping in the CRM system.

The Team Leader/ office Manager will display a commitment to learning and development and the firm’s vision and culture.

**Core Duties and Responsibilities**
- Assign tasks to the admin team and monitor their work performance
- Manage record keeping on the CRM System
- Arrange training for new team members as well as ongoing training for existing team members
- Design and implement office policies by establishing standards and documenting procedures
- Establish and implement process improvement initiatives for office administrative tasks
- Manage the office with respect to office equipment, stationery, consumables and staff amenities
- Liaise with Building Management regarding any building-related issues
- Ensure that comprehensive and accurate client records and files are maintained
- Produce reports as required
- Responsible for achieving productive time budgets
- Ensure that action points from weekly administration meetings that have been assigned are completed and deadlines met
- Continually assess team performance and maintain an awareness of areas for further development of the administration team
- Develop a knowledge base of the products and services provided by the Company

**Skills and Qualifications required**:

- 2-3 years’ financial services experience
- Completed a related degree in finance or accounting
- Proficient skills in operating software programs used by the Company
- Proficient MS Office skills
- Excellent attention to detail
- Strong numeracy and literacy skills
- Developing understanding of business and commercial acumen
- Developing understanding of any technical issues, such as changes to legislation or changes in reporting requirements
- Skilled in meeting set deadlines
- Strong communication skills, both written and oral
- Good interpersonal skills and a collaborative approach to dealing with issues
- Managing the admin team and to ensure that training needs are assessed and acted upon

Pay: $70,000.00 - $80,000.00 per year

Work Authorisation:

- Australia (preferred)

Work Location: In person

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