About the Role

Willow Wealth Partners is seeking a reliable, detail-oriented Office Manager to join our team. This role is central to the smooth day-to-day operation of the business, ensuring client services, administrative workflows, and compliance processes are delivered efficiently and to a high standard.

Key Duties and Responsibilities

Coordinate client onboarding activities by ensuring required documentation, records, and compliance procedures were completed accurately prior to service delivery.

Manage administrative workflows relating to client services, documentation processing, and operational tasks to support efficient business functions and timely outcomes.

Maintain and monitor client records, internal databases, and operational documentation to ensure compliance with organisational policies and regulatory standards.

Liaise with clients, external service providers, and internal stakeholders to facilitate business operations, resolve admi...