Office Manager – Brecon

Overall objective:

Caleb Roberts ethos is to provide protection and peace of mind to our clients through reputable insurance products.  We are dedicated to offer a market leading service level in all aspects of our business and in order to deliver our mission, we must remain financially strong yet agile enough to adapt when required.  Our independent status is key to supporting the local community by giving the best advice, always.  We are committed to developing the next generation of qualified professionals to carry our business and industry reputation forward for years to come.  We will utilise our biggest asset, our employees to take a ‘hands on’ approach in supporting our clients when they need us most.

As the Office Manager you will be the backbone of our office operations, responsible for managing various administrative tasks while ensuring the smooth functioning of the office environment. Your contributions will play a crucial role in supporting our values to provide a top-quality first class service to our clients.

Duties and responsibilities 

To ensure delivery of an effective, efficient and professional administration and office management service to the organisation;

Provide professional and personable advice, guidance, mentoring and coaching to the office team members to enable the delivery of best practice customer service;

Ensure that all administration and office management services delivered are of high quality, fully compliant with policy, procedure, regulation and statute;

Communicate and engage positively and effectively with all stakeholders both internal and external;

To positively support and develop all employees under your responsibility through the induction programme and identify further development plans;

Ensure all business activity fully complies with FCA regulation and company procedures use checklists and supporting documentation as provided by the company to assist with demonstrating compliance;

Demonstrate excellent organisational skills, accuracy and attention to detail. Have the ability to analyse information and manipulate data in order to create meaningful reports for analysis. Collating and providing timely management information to the Directors;

Liaise with finance, operations and HR Support functions to assist with activities including onboarding new employees;

To work with all internal key stakeholders to ensure company responsibilities are met such as compliance and operations;

Ensure all direct reports receive regular supervision alongside annual and quarterly appraisal and performance reviews.

General Duties : 

Maintain a well-organized and efficient office environment;

Coordinate office supplies, equipment, and facilities maintenance;

Manage office schedules, appointments, and conference room bookings;

Ensure a welcoming and professional reception for visitors and clients.

Treating Customers Fairly:

All employees are responsible for engaging with the senior management of the firm in ensuring that our customers are consistently treated fairly and for observing all of the firm’s TCF procedures.  

Skills/Experience Required:

A good level of Maths, English and IT skills
Excellent oral and written communication skills
Ability to work on time sensitive projects and meet deadlines
Experience of working as part of a team within a busy environment
Confident in dealing with telephone calls and visitors
Able to work in a confidential and professional manner
Proven experience in office management or administrative roles.
Strong organizational skills with an eye for detail.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Excellent written and verbal communication skills.
Ability to multitask and prioritize tasks effectively.
Basic knowledge of finance and HR processes is a plus.
High level of professionalism and discretion.

The above list of duties and responsibilities is not exhaustive.

This job description may be reviewed and subsequently amended to reflect any changes in the role.

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