Office Manager – Financial Services

About the role

Granada Wealth Advisory is seeking an experienced Office Manager to oversee the administrative functions and day‑to‑day operations of its financial advice practice in Balmain, Sydney. This hands‑on position works closely with the Managing Director, advisers and external professionals to ensure efficient, compliant service delivery.

Key responsibilities

• Plan, review and improve office services, administrative systems, workflows and service standards.
• Allocate staff, resources, equipment and workloads according to business needs.
• Supervise, support and train administrative personnel, including recruitment, onboarding and performance management.
• Develop and maintain office policies, procedures, templates and operating standards.
• Manage records, invoicing, expenses, accounts payable and reporting, ensuring confidentiality and compliance.
• Liaise with advisers, paraplanners, accountants, compliance consultants and external service providers to resolve operational issues.
• Oversee client‑record systems, CRM and workflow tools, and ensure workplace health and safety compliance.

Required profile

• Relevant qualification (AQF Associate Degree, Advanced Diploma or Diploma) or at least three years of office‑management experience.
• Proven experience managing office operations, supervising staff and handling business records and reporting.
• Strong organisational ability, high accuracy, discretion and attention to detail.
• Excellent written and verbal communication skills and confidence liaising with senior stakeholders.

Required skills

• Microsoft 365 proficiency.
• Experience with customer relationship management, workflow or document‑management systems.

What we offer

• Competitive base salary $78,000–$85,000 plus superannuation.
• Flexible hybrid working arrangements.
• Full‑time, ongoing position with professional development and career progression.
• Supportive, collaborative and culturally inclusive environment.