Administration Manager

SUMMARY:
Administration Manager

POSITION INFO:

Job Description: Administration Manager

Main Purpose of the Job

The role requires the proactive and efficient leadership of the Administration Team. The successful candidate will initially serve as a Senior Administrator to master internal processes and systems before potentially transitioning into the Manager role, depending on performance and skill demonstration.

Key Responsibilities

• Team Leadership: Provide direction and support to the Administration Team, including Reception, New Business, and Reviews. 

• Operational Oversight: Oversee day-to-day administrative operations and ensure all work is completed accurately and within reasonable timeframes.

   Workflow Coordination: Manage the flow of work between business units, such as Paraplanning and New Business.
•  Performance Management: Assess team performance, provide individual and group coaching, and facilitate ongoing training.

• Process Improvement: Continuously review and enhance administrative procedures and processes. 

• Workload Management: Manage individual workloads within the team and authorize leave and remote work arrangements.

• Deadline Accountability: Ensure the team meets all deadlines with a zero-tolerance policy for overdue tasks. 

• Issue Resolution: Solve complex queries for clients and staff, and resolve admin issues between team members or product providers.

   

   

Key Performance Measures

• Leadership: Demonstration of pro-active leadership, conflict resolution, and team motivation. 

• Professional Growth: Maintaining an up-to-date understanding of product provider procedures and policies.

• Client Servicing: Maintaining and improving service levels to ensure client satisfaction.

  Relationship Management: Building healthy, productive relationships with Financial Planners, Directors, Paraplanners, and Clients .
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Qualifications & Experience

• Industry Knowledge: Broad knowledge of financial services and the Financial Planning process

• Leadership Experience: Proven experience managing a team of at least 8 people and the ability to handle diverse personalities 

• Technical Expertise: Comprehensive understanding of product provider policies and thorough knowledge of Xplan. 

• Academic: Relevant degree or certifications in Finance or Business Administration are preferred.

   

   

Special Skills & Competencies

• Communication: Excellent verbal and written communication skills.Organization: Superior time management skills with the ability to juggle multiple priorities under pressure. 

• Problem Solving: Independent and creative problem solver with strong decision-making skills.

• Attitude: Enthusiastic, positive, tenacious, and resilient.

• Independence: Ability to achieve agreed outcomes and work effectively without supervision.

• Analytical Skills: Preference for working in a structured, planned manner with high attention to detail.