Practice Manager

1 month ago

Johannesburg, Gauteng, South Africa The Recruitment Council Full time
Practice Manager Job Description

The Recruitment Council is seeking a highly organized and detail-oriented Practice Manager to join our team. As a key member of our financial planning Family Office, you will be responsible for managing daily office operations, ensuring efficiency and compliance with company policies.

Key Responsibilities:

  • Manage daily office operations to ensure efficiency and compliance with company policies.
  • Coordinate office activities and oversee the maintenance of office equipment and facilities.
  • Implement and uphold office policies and procedures in collaboration with the head administrator.
  • Assist in managing practice expenses, invoicing, billing, and accounts payable/receivable processes.
  • Work closely with the finance team to ensure the accurate and timely processing of financial transactions.
  • Ensure adherence to relevant regulations and industry standards within the office.
  • Maintain up-to-date knowledge of industry regulations and assist in developing and maintaining compliance policies.
  • Monitor and mitigate office-related risks, including data security and confidentiality.
  • Manage employee records and coordinate team meetings and team-building activities.
  • Organize client events and serve as the primary point of contact for clients and service providers.
  • Oversee client onboarding processes and ensure a positive client experience.
  • Manage relationships with vendors and service providers, addressing client inquiries and issues promptly.
  • Supervise office IT systems and coordinate with IT support to resolve technical issues.
  • Ensure software and systems are up to date and functioning efficiently, and assist in implementing new technologies.
  • Provide administrative support to the Managing Director and Lead Financial Planner, including scheduling meetings, preparing reports, and managing communications.
  • Maintain accurate records, databases, and filing systems, and assist in managing the client database.
  • Support the financial planning team with administrative tasks as needed.
  • Assist in client onboarding, including gathering necessary documentation and information.
  • Support Financial Planners by preparing financial plans and conducting detailed financial analyses.
  • Enhance the client review process and ensure all client-facing documents are accurate and compliant.
  • Help manage and nurture client relationships, responding to inquiries in a timely and professional manner.

Qualifications and Experience:

  • Education: Bachelor's degree/diploma in Business Administration or a related field.
  • Certifications: Progress toward or completion of relevant certifications, such as Certified Financial Planner (CFP).
  • Experience: At least 5 years of experience in office management, financial planning, para-planning, or a related role within the financial services industry.
  • Knowledge: Strong understanding of financial services regulations and compliance, with familiarity in CRM and financial management software. Experience with Iress Xplan, QuicklySign, Seed Analytics, Commspace, and Morningstar Report Portal is advantageous. Knowledge of investment products, insurance, tax planning, and retirement strategies is also required.

Skills:

  • Excellent organizational and multitasking abilities.
  • Strong communication and interpersonal skills.
  • Proficiency in Microsoft Office Suite and financial software.
  • Ability to handle confidential information with discretion.
  • Strong problem-solving, analytical, and research skills.
  • Attention to detail and ability to work both independently and as part of a team.

Personal Attributes:

  • High level of integrity and professionalism.
  • Detail-oriented with a focus on delivering high-quality work.
  • Strong leadership and decision-making abilities.
  • Proactive and resourceful with a positive attitude.
  • Ability to thrive in a small team environment.

This is an excellent opportunity for a versatile professional to contribute to a leading financial planning Family Office. If you are passionate about wealth management and enjoy taking on diverse responsibilities, we encourage you to apply.

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