Office Manager

Granada Wealth Advisory

Location: Balmain, Sydney NSW, with hybrid work from home arrangements

Employment type: Full time, ongoing

Salary: $78,000 to $85,000 per annum plus superannuation

About Granada Wealth Advisory

Granada Wealth Advisory is a growing Australian financial advice practice helping individuals, families and business owners make informed decisions about their financial future.

We provide advice across wealth creation, investments, superannuation, self managed superannuation funds, retirement planning, personal insurance and related financial strategies. We pride ourselves on delivering professional, ethical and personalised advice while maintaining strong operational and client service standards.

The opportunity

We are seeking an experienced Office Manager to organise and oversee the administrative functions, resources and day to day operations of our financial advice practice.

This is a hands on management position responsible for the effective operation of our administrative systems, office personnel, resources and service standards. You will work closely with the Managing Director, financial advisers, administration team and external professionals to ensure the business operates efficiently and consistently.

The successful candidate will be organised, proactive and comfortable supervising staff, improving administrative processes and managing competing operational priorities within a regulated professional services environment.

Key responsibilities

Your responsibilities will include:

• Planning, reviewing and improving office services, administrative systems, workflows and service standards.
• Setting operational priorities and coordinating the day to day activities of the office.
• Allocating administrative staff, office resources, systems, equipment and workloads according to business requirements.
• Assigning work to administrative team members and monitoring performance, deadlines, quality and completion.
• Supervising, supporting and training office and administrative personnel.
• Coordinating recruitment, onboarding, leave arrangements, performance reviews, payroll information and ongoing staff development.
• Developing, documenting and maintaining office policies, procedures, templates and internal operating standards.
• Managing office records, correspondence, document control, invoicing, expenses, accounts payable and administrative reporting.
• Overseeing the accurate maintenance of client records, electronic files, workflow systems and customer relationship management systems.
• Liaising with financial advisers, paraplanners, accountants, compliance consultants, insurers, investment platforms and other external service providers to coordinate office activities and resolve operational issues.
• Monitoring administrative workflows associated with client onboarding, advice preparation, implementation, reviews and ongoing client service.
• Ensuring confidentiality, privacy and appropriate handling of sensitive client and business information.
• Coordinating office facilities, supplies, technology, equipment, contractors and service providers.
• Ensuring office equipment and systems are properly maintained and arranging repairs, replacements or upgrades when required.
• Supporting compliance with relevant legislation, workplace policies, internal procedures and financial services record keeping requirements.
• Ensuring the workplace complies with applicable work health and safety requirements.
•