Folio Financial advice

Post Title: Customer Success Support Specialist Business Unit: Customer Success Accountable to: Customer Success Support Manager Salary: £26,250 per annum Hours: 37.5 per week (Monday to Friday) Fully Remote Role within the UK Company Overview My Money Matters was founded in 2018 and started life providing UK public sector employers with an innovative pensions solution. We have been on an exponential growth journey ever since. We are now a financial wellbeing platform serving both the public and private sectors. Our mission is to become the category leader in helping employers improve the financial wellbeing of their people. To date, My Money Matters has grown to hundreds of thousands of users across the UK. We help people to improve their financial wellbeing through our retirement, learning, coaching, webinars, will writing and many other offerings. My Money Matters is a remote-first business that’s focused on being an employer of choice where people thrive. We are an award-winning team of 75 and the youngest business to win ‘Employer of the Year’ at the ‘Investors in People’ awards in 2023. We are also a Disability Confident Employer. Purpose To support the Customer Success team and Partners with administration to ensure processes run smoothly for all company products. ​ Principal accountabilities and responsibilities to include - Working alongside the Customer Success team to achieve our strategic and operational priorities. - Developing and maintaining the administration processes and proactively suggest and introduce improvements to ensure efficiencies. - Support the Implementation Team with the preparation and management of the Partner transition list and processing in accordance with the required timelines. - Reporting and managing Partner and employee queries or issues associated with Providers and liaise directly with the Providers to address or resolve. - Preparation and management of the monthly new joiners’ files, in accordance with specific guidelines, maintaining attention to detail and ensuring deadlines are met. - Liaising with partners and external providers, developing and maintaining relationships to ensure a professional service is provided. - Processing and management of the monthly opt-in/opt-out process and listing schedule procedures within agreed timescales. - Monitor and report Partner statistics and invitation file performance and complete analytical requests as and when required. - Assist with the management and delivery of Payroll Reporting process, identifying and addressing discrepancies and coordinating amended reports. - Contributing to a safe and enjoyable environment where colleagues feel motivated and engaged to perform at their highest level. - Support the maintenance and updating of the CRM system with all contact notes to enable effective customer management and reporting. Skills and Requirements - Knowledge of the current Local Government Pension Scheme legislation, including Additional Voluntary Contributions. - Excellent written and verbal communication skills. Strong team player with a willingness to collaborate to achieve solutions. - Ability to prepare and format reports, daily records and process data. - Organised with a high attention to detail. Self-motivated and ability to prioritise busy workload in a fast-paced environment. - Good team player with a willingness to collaborate to achieve solutions. Flexible and willing to develop skills across different operational activities. - Competent computer skills including MS Office: Word, Excel, PowerPoint and Outlook. Qualifications and Experience - A Level standard or equivalent experience Benefits This a role that offers true satisfaction with the chance to help other people. We value each of our colleagues’ contribution and we offer benefits that cater to our colleagues’ mental, physical, and financial wellbeing. We know that we all want different things so there’s something for everyone. Here’s just a few things we offer: - £200 allowance to get your home office set up - A generous holiday allowance of 25 days plus the day off for your birthday - Contributory pension scheme (4% Employer, 5% Employee), with the option to top up your pension - Affordable salary sacrifice benefits such as Cycle to Work, Home and Electronics, Gym Memberships Travel & Leisure, Lease Cars and much more - Discounts and savings on shopping, travel, entertainment and more - Access to our outstanding Employee Assistance Programme - Access to Your Care and our own Wellbeing Hub - Enhanced Family Friendly Pay - Peer to Peer Recognition - Quarterly socials and team events - Significant training and development opportunities - Volunteer day - Annual leave purchase - Health Cash Plan - Enhanced Company Sick Pay - Long Service Awards - Group Life Insurance As we are a remote company, all of our interviews are being conducted online via Microsoft Teams. Please contact us on here if you require any adjustments within the application process. If you require any reasonable adjustments at the interview stage you will have an opportunity to inform us, if we invite you to interview. You’ll find an inclusive environment where you can be yourself and where everyone is driven by the same purpose – improving financial lives for all workers in the UK.​ This is an outstanding opportunity for an ambitious and talented individual to make a significant, long-lasting contribution to a high-profile business, at a key point in its development. So why wait?

About Us We are a well-established and fast-growing commercial property agency based in East London. Our expertise includes letting and managing a broad range of property types such as warehouses, creative workspaces, offices, shops, filming locations, car park spaces, and storage units. We pride ourselves on delivering tailored property solutions, excellent client service, and a proactive approach to all aspects of commercial lettings and management. About the Role We are seeking a full-time Commercial Lettings Negotiator and Office Manager who will also act as PA to the Director. This is a varied and hands-on position, ideal for a highly organised and driven individual with a genuine interest in commercial property. You will be involved in all aspects of the lettings process, office coordination, and executive support. This is a key role with room for long-term progression within the company. Key Responsibilities **Lettings Negotiation & Client Management:** - Managing enquiries from prospective tenants and landlords. - Supporting the negotiation and completion of lettings transactions. - Preparing tenancy agreements, heads of terms, and related legal documentation. - Liaising with tenants, landlords, and contractors throughout the leasing process. **Office Management:** - Overseeing day-to-day office operations and administration. - Maintaining accurate records, property files, and CRM/property software systems. - Ensuring smooth communication between all stakeholders and departments. - Supporting compliance procedures and document control. **PA to Director:** - Managing the Director’s diary, appointments, and key communications. - Assisting with the preparation of reports, project briefs, and client presentations. - Handling confidential and time-sensitive tasks with discretion and efficiency. - Coordinating follow-ups, reminders, and task tracking on behalf of the Director. Requirements - Previous experience in property (commercial or residential) is preferred. - Strong organisational skills with attention to detail. - Excellent communication, interpersonal, and negotiation abilities. - Confident working independently and as part of a team. - Tech-savvy: proficient in Microsoft Office and CRM/property software. - Positive attitude with a professional and proactive approach. - Familiarity with the London commercial property market is a bonus. - Full UK driving licence is advantageous but not essential. What We Offer - A dynamic and supportive working environment. - Opportunities for long-term progression within a growing business. - Direct exposure to commercial property transactions and landlord/tenant relations. - Competitive salary based on experience and performance. - Regular training and mentorship directly from the Director. Work Location: In person only (East London office) Must be able to reliably commute or plan to relocate prior to starting. Start date: End of August Pay: From £14.00 per hour Expected hours: 36 + hours week Schedule: - Day shift - Monday to Friday

Are you a dynamic and organized professional looking to make a significant impact on a growing organization? We're seeking a talented Office Manager to join our team and play a pivotal role in ensuring the smooth and efficient operation of our office. The prospective applicant needs to demonstrate the following: · Mainly responsible in making office run smooth on day to day basis. · Planning work schedules, assigning task and delegates responsibilities · Organize office operations and procedures · Dealing with correspondence, complaints and queries · Preparing letters, presentations and reports to Director. · Supervising and monitoring the work of administrative staff · Handling all correspondence and enquiries relating to accounts, sales and vacancy records. · Liaising with staff, suppliers and clients. · Implementing and maintaining procedures/office administrative systems. · Ensuring that health and safety policies are up to date. · Attending meetings with Director and other staffs. · Ensuring a high level of compliance is always maintained. Skills, experience, and qualification required for the role. · Proven experience as an Office Manager or similar role. · Excellent organizational and multitasking abilities. · Strong communication and interpersonal skills. · Proficient in Microsoft Office Suite and basic financial management. · Ability to handle confidential information with discretion. · Problem-solving mindset and attention to detail. Experience in the similar role for 3 years is desirable. If you are a skilled Office Manager looking for a dynamic and exciting working environment, and ready to accept new challenge; then we want to hear from you! To apply, please submit your resume outlining your experience and qualifications. Hour: 37.5 Hours per/week

The ideal candidate will be confident, self-motivated, resilient, and able to take on responsibility without direct supervision. You will have strong ambassadorial and inter personal skills and an ability to build good working relationships at all levels. To provide confidential PA support duties working directly for, and in conjunction with, the Managing Director. Previous PA experience is essential. Core Responsibilities Manage a busy and complex diary Daily liaising with China office Provide confidential and sensitive administration support Compilation of reports and presentations for customers Responsible for corporate documents and records, maintaining high levels of confidentiality and archive system Responsible for incoming mail and emails, responding as directed Ability to operate and communicate to a high degree of professionalism Making travel arrangements (flights, hotels, rail, taxis) Organise or provide support for Customer/Staff events Meeting and greeting visitors Samples organisation General housekeeping duties & Personal tasks Management of Contract renewals, and policies. Financial budgeting & accounting Proven record of accomplishment at PA level for senior management – including high levels of integrity and confidentiality Strong organisational skills, with a proven ability and confidence to respond to tight deadlines and juggle conflicting priorities Demonstrable record of accomplishment in secretarial/business administration Ability to organise, prioritise and multi-task – and escalate key items as appropriate High level of computer knowledge, efficiency, and excellence, in Microsoft Office, Excel, Word, PowerPoint and Outlook and One Note at advanced level Familiar with AI Excellent spoken and written communication skills Able to communicate effectively with all levels Excellent numerical skills.

We are seeking a highly organized and detail-oriented Administrator to support our Land Development team by managing, tracking, and maintaining critical project documentation. The ideal candidate will have experience in administrative roles within construction, engineering, real estate development, or a similar field, and possess a strong ability to keep workflows and records accurate, current, and easily accessible. Key Responsibilities: Maintain and organize all land development documentation, including permits, reports, site plans, contracts, and correspondence. Track key deadlines, submittals, approvals, and renewals related to municipal and regulatory requirements. Ensure all documentation is filed according to company standards and is readily retrievable for team members. Assist in coordinating with engineers, surveyors, municipalities, and contractors to ensure timely document submissions. Maintain logs and tracking systems for document version control and updates. Prepare summaries and status reports on pending or completed document tasks. Support project managers with general administrative tasks related to land development timelines and compliance. Qualifications: Proven experience in administrative or document control roles (land development or construction industry preferred). Strong organizational and time-management skills. Familiarity with permitting processes, zoning documentation, and municipal filing requirements is a plus. Proficiency in Microsoft Office (Word, Excel, Outlook) and document management systems. Ability to work independently and handle multiple priorities with minimal supervision. Strong communication skills and attention to detail. Work Environment: Office-based with occasional visits to project sites or municipal offices as needed. Why Join Us: You’ll be an essential part of a growing and collaborative team focused on shaping the built environment through well-managed and successful land development projects.

Are you a dynamic and organized professional looking to make a significant impact on a growing organization? We're seeking a talented Office Manager to join our team and play a pivotal role in ensuring the smooth and efficient operation of our office. The prospective applicant needs to demonstrate the following: · Mainly responsible in making office run smooth on day to day basis. · Planning work schedules, assigning task and delegates responsibilities · Organize office operations and procedures · Dealing with correspondence, complaints and queries · Preparing letters, presentations and reports to Director. · Supervising and monitoring the work of administrative staff · Handling all correspondence and enquiries relating to accounts, sales and vacancy records · Liaising with staff, suppliers and clients · Implementing and maintaining procedures/office administrative systems · Attending meetings with Director and other staffs · Ensuring a high level of compliance is always maintained. Skills, experience, and qualification required for the role. · Proven experience as an Office Manager or similar role. · Excellent organizational and multitasking abilities. · Strong communication and interpersonal skills. · Proficient in Microsoft Office Suite and basic financial management. · Ability to handle confidential information with discretion. · Problem-solving mindset and attention to detail. Experience in the similar role for 3 years is desirable. If you are a skilled Office Manager looking for a dynamic and exciting working environment, and ready to accept new challenge; then we want to hear from you! To apply, please submit your resume outlining your experience and qualifications. Hour: 37.5 Hours per/week

Job Title: Office Manager Location: Canary Wharf, London Job Type: Full-time - Permanent Salary: Competitive, based on experience About Us: ATEN COMMUNICATIONS UK LTD is a dynamic and growing financial services company specializing in IT-related consultancy and services. We are seeking a proactive and highly organized Office Manager to oversee the daily operations of our office, ensuring efficiency and smooth workflow. Job Responsibilities: - Oversee and manage daily office operations, ensuring a productive work environment. - Maintain office efficiency by implementing administrative procedures and streamlining processes. - Manage office supplies, equipment, and vendor relationships. - Handle correspondence, scheduling, and coordination of meetings. - Ensure compliance with company policies and health and safety regulations. - Act as a point of contact for employees, providing support and resolving administrative queries. - Manage company databases, documentation, and filing systems. - Assist in event planning, including company meetings and team-building activities. Requirements: - Proven experience as an Office Manager, Administrator, or similar role. - Strong organizational and multitasking skills. - Excellent verbal and written communication abilities. - Proficiency in Microsoft Office is a plus. - Ability to work independently and collaboratively in a fast-paced environment. - Attention to detail and problem-solving skills. Benefits: Competitive salary package. Opportunities for career development and growth. Friendly and supportive work environment. Flexible working arrangements may be considered. How to Apply: Interested candidates should contact us via online chat available here. Join us at ATEN COMMUNICATIONS UK LTD and be a part of an innovative and forward-thinking team!

About Us We are a dynamic and growing financial services company based in the heart of London, committed to delivering exceptional service to our clients. We are currently seeking a proactive and organised Office Administrator to join our team and support the smooth day-to-day running of our office operations. Key Responsibilities - Act as the first point of contact for client enquiries via phone, email, and in person - Provide general administrative support to the team, including document preparation, data entry, and filing - Schedule meetings, manage calendars, and coordinate appointments - Maintain office supplies and liaise with suppliers and service providers - Assist with onboarding new clients and maintaining accurate client records - Support compliance and regulatory documentation processes - Handle incoming and outgoing correspondence - Ensure the office environment is well-organised and professional at all times Requirements - Previous experience in an administrative role, ideally within financial services or a professional services environment - Excellent communication skills, both written and verbal - Confident in dealing with clients and maintaining a high level of professionalism - Strong organisational skills and attention to detail - Proficient in Microsoft Office Suite (Word, Excel, Outlook) - Ability to multitask and prioritise workload effectively - A proactive and positive attitude Desirable - Experience working in a regulated environment - Familiarity with CRM systems or financial software What We Offer - Competitive salary - Supportive and collaborative team environment - Opportunities for professional development - Central London office location