Receptionist
6 months ago
**Job description**
To provide administrative support to the office & financial advisors to ensure that the relationships between their clients and the company can be optimised and assist with the daily operation of the office.
**Daily tasks**
- Greeting clients & reception duties such as answering the phone checking messages
- Filing & shredding
- Ordering office amenities
- Preparing client fact finds & databases
- Sending & writing various pieces of client communication
- Booking client meetings & diary management
- Calling external companies to gather information
**Skills, knowledge, experience and behaviors**:
- Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
- Excellent written communication skills;
- Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
- Good organisation skills;
- Strong attention to detail;
- Manages time effectively with the ability to multi-task;
- Keeps calm when faced with conflicting demands and handles these effectively;
- Professional and confident in dealing with people, working with total discretion at all times;
- Demonstrates a professional, proactive and positive attitude;
- Works well on own tasks as well as on shared goals as part of a team;
- Previous experience with a financial advising practice desirable but not required
**Salary**: £22,500.00 per year
Schedule:
- Monday to Friday
**Education**:
- GCSE or equivalent (preferred)
Licence/Certification:
- Driving Licence (preferred)
Work Location: In person
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