Office & Data Manager

Azets are a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics, we have over a wide network of employees and an abundance of inspiring opportunities to join one of our many offices!

We are a top ten accountancy firm in the UK and are the number one largest SME practice.

The role

We are looking for an Office Manager to take responsibility for the smooth day-to-day running ofRenfrew/Glasgow office and our back-office CRM (Intelliflo).

You will be the first point of contact for how the office runs, from attendance and timekeeping to workloads and housekeeping, and the day-to-day owner of data quality in the CRM, ensuring client, adviser and operational data is accurate, consistent and fit for purpose. You will also assist in the production of management information that gives leadership clear visibility of performance, risks and trends.

As the firm progresses platform change, AI adoption and wider operational improvement, reliable data and a well-run office are increasingly business critical. This role creates a single point of accountability for both, reduces reliance on ad hoc reporting, and ensures regulatory, client service and commercial activity are underpinned by trusted information.

Key Responsibilities

Office Management and Team Support

• Oversee the day-to-day running of the office, acting as the main point of contact for office operations and in-office support
• Monitor staff attendance and office support availability
• Track team workloads and capacity, flagging bottlenecks, overdue tasks and resourcing pressures to the relevant managers
• Allocate, coordinate and follow up administrative tasks across advisers and support staff to keep work moving
• Support onboarding of new starters, including equipment, system access and introductions to office procedures and training

CRM and Data Quality

• Act as the day-to-day owner of data quality within Intelliflo, ensuring client, product and activity data is accurate, complete and up to date
• Define and maintain data entry standards, workflows and housekeeping routines, working with advisers and support staff to embed good data habits
• Carry out regular data audits and cleansing exercises, and put checks in place to prevent issues recurring
• Act as a point of contact for CRM and data queries from across the business, providing training and guidance and encouraging self-service reporting where appropriate

Management Information and Reporting

• Build, maintain and improve dashboards and reports (Power BI, Excel or native Intelliflo reporting) covering key business, client, adviser and operational metrics
• Include office-level measures where useful, such as attendance, task volumes and turnaround times
• Support regular MI and board reporting, ensuring outputs are accurate, timely and easy to understand

Change, Systems and Compliance

• Work with the wider change and technology team on data migration, system integration and platform improvement affecting the CRM
• Support compliance and regulatory reporting by ensuring underlying data is fit for purpose
• Provide first-line support for simple IT, software and hardware issues, escalating to the technology team or suppliers where required

Essential Experience and Skills

• Experience of office management, operations or business support, ideally within financial services, wealth management or financial advice
• Hands-on experience using a CRM platform and financial software; direct experience of Intelliflo strongly preferred
• Strong Excel skills and practical experience building reports or dashboards
• Comfortable working with large data sets, able to spot inconsistencies, trends and outliers and explain findings to non-technical audiences
• High attention to detail and a methodical approach to data quality and governance
• Strong organisational skills, with the ability to prioritise and juggle competing demands
• Confident communicator and able to work with advisers, operations and senior leadership

Desirable Experience and Skills

• Experience of a CRM migration, platform change or system integration project
• Exposure to AI or automation tools used for reporting or data quality (e.g. Aveni, Saturn or similar)
• Familiarity with tools such as Intelliflo Planning, CashCalc, FE Analytics, and document management systems such as DocuSign, SharePoint etc
• Experience of people or team administration, such as rotas, absence tracking or workload planning

Personal Attributes

• Dependable, visible and approachable in the office, with the authority to follow up with colleagues professionally
• Discreet when handling sensitive client and personnel information
• Proactive, solutions-focused and comfortable improving processes
• Calm under pressure, with a service-minded approach to supporting advisers and colleagues

What's in it for you?

Our benefits include hybrid & flexible working, birthday leave, professional subscription and much more. You can find out more about how we reward our colleagues - Careers | Rewards And Benefits | Azets UK

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