Evergreen Consultants is a bespoke investment consulting group that works closely with financial planning groups to provide them with robust investment solutions.
Evergreen has been at the forefront of many of the most important developments in investment consulting of recent years: managed accounts, cutting edge portfolio analysis, responsible analysis and more recently, Strategic Asset Allocation.
We have assembled one of the best and largest consulting teams in the financial services industry, so that we can service our clients in a way that no other group has done before.
The role We are currently seeking an office manager to work with us on a part-time basis for about 25-30 hours a week.
The role is broad and best suited to a self-motivated, experienced and practical person.
A typical day would include
Manage the day-to-day office operations of a boutique investment businessSchedule meetings and appointmentsManage staff and client events, general client managementManage relationships with vendors, sub-tenants, service providers and landlordManage contracts with clients and vendorsWork with accountant and accounts person to ensure financials are up to dateManage annual auditProvide assistance to DirectorProvide general support to staff, clients and visitorsThe skills and experience we expect a potential employee to have are:
Interest in the investment spaceExceptional attention to detailStrong organisational and time management skillsAn ability to work autonomously and independentlyA creative mind with an ability to suggest improvementAn ability to manage relationships with a diverse range of clients, vendors and so onProficiency in the Microsoft Office SuiteExcellent communication and interpersonal skillsProven experience in a similar roleGood spoken and written EnglishThe firm and the environment We are a small boutique firm. Our greatest attribute, and the secret to our success, is that we are client-centric.
To us, success is delivering above and beyond what our clients expect of us and well above current industry standards. We believe we are building a best in class investment consulting firm.
We are driven to succeed and we do not rest on our laurels. We aim to be the best in our industry.
What we offer our staff We are a small and nimble business, which is growing quickly. You can help shape what we do and how the world sees us through your actions every day. You will be an integral part of our team.
If you want to work somewhere where your thoughts and actions will make a difference, then Evergreen is the place for you.
