About Company
Oakley Financial Management is a respected independent financial advisory firm based in Birmingham, dedicated to providing bespoke financial planning and wealth management solutions to individuals, families, and businesses. With a client-centric approach, we pride ourselves on building long-term relationships through trust, transparency, and expert guidance. Our mission is to help clients achieve their financial aspirations by offering tailored advice across investments, pensions, inheritance tax planning, and protection. We foster a collaborative and supportive environment, valuing innovation, integrity, and professional excellence in all we do.
Job Description
We are seeking an organised, proactive, and highly efficient Home-Based Office Coordinator to join our dedicated team at Oakley Financial Management. This is a crucial full-time role designed to provide comprehensive administrative and operational support to our financial advisors and management team, ensuring the smooth and effective functioning of our virtual office environment. As a Home-Based Office Coordinator, you will be instrumental in managing day-to-day administrative tasks, coordinating schedules, handling communications, and maintaining organised digital records. The ideal candidate will be a self-starter with exceptional attention to detail, strong communication skills, and the ability to thrive independently while contributing to a cohesive team. This role requires a professional who is comfortable with remote work technologies and committed to maintaining confidentiality and high standards of service in a financial services context. Your contribution will directly support our client service excellence and operational efficiency, making you an invaluable part of our continued success.
Key Responsibilities
- Manage and maintain digital filing systems and databases, ensuring data accuracy and compliance with financial regulations.
- Coordinate calendars, schedule meetings, and arrange virtual appointments for financial advisors and clients.
- Prepare and format professional documents, reports, and presentations using Microsoft Office Suite.
- Handle incoming communications, including emails and phone calls, directing inquiries appropriately and professionally.
- Assist with client onboarding processes, preparing necessary documentation and ensuring smooth transitions.
- Process invoices, expenses, and manage office supplies (virtual and physical, as needed).
- Support the management team with various ad-hoc administrative projects and tasks.
- Act as a central point of contact for internal team members regarding administrative needs.
- Maintain strict confidentiality of client information and sensitive company data.
- Implement and streamline administrative procedures to improve efficiency and workflow in a remote setting.
Required Skills
- Proven experience as an Office Coordinator, Administrator, or similar role.
- Exceptional organisational and time management skills with the ability to prioritise tasks effectively.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and virtual communication platforms (e.g., Zoom, Microsoft Teams).
- Excellent written and verbal communication skills.
- Strong attention to detail and accuracy.
- Ability to work independently, demonstrate initiative, and manage multiple tasks without direct supervision.
- Discretion and an understanding of confidentiality requirements, especially in financial services.
Preferred Qualifications
- Previous experience within the financial services industry or a professional services environment.
- Familiarity with CRM software (e.g., Salesforce) or financial planning software.
- A qualification in business administration or a related field.
Perks & Benefits
- Competitive annual salary.
- Flexible home-based work environment.
- Opportunities for professional development and training.
- Generous holiday allowance.
- Company pension scheme.
- Supportive and collaborative team culture.
- Access to modern remote working tools and technology.
- Employee assistance program.
How to Apply
If you are a highly organised and motivated individual with a passion for administrative excellence and looking to contribute to a thriving financial firm from the comfort of your home, we encourage you to apply! Please click on the application link below to submit your resume and a cover letter outlining your relevant experience and why you are the ideal candidate for this Home-Based Office Coordinator position.