Wealth Management Office & Data Manager
Core
Office Manager responsible for the smooth day-to-day running of the Renfrew/Glasgow office and ownership of data quality within the Intelliflo CRM.
Role type
Office Manager / Data Operations Lead
Builds
Dashboards and reports (Power BI, Excel, Intelliflo) for management information and board reporting
Domain
Financial services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Office operations management, CRM platform management (Intelliflo), Data quality governance, Data auditing and cleansing, Dashboard and report building (Power BI, Excel), Stakeholder communication
Preferred skills
CRM migration experience, AI/automation tool exposure, People administration (rotas, absence tracking)
Technologies
Intelliflo, Power BI, Excel, SharePoint, DocuSign
Responsibilities
Oversee day-to-day office operations and staff support, Monitor staff attendance and track team workloads, Maintain data accuracy and standards within the CRM, Build and maintain management information dashboards, Support compliance and regulatory reporting, Provide first-line IT support
Seniority
Mid-level, hands-on operational role
