Receptionist/administrator

2 months ago


Southport, United Kingdom Lloyd & Co Financial Planning Ltd Full time

**About us**

Lloyd & Co Financial Planning Ltd is a small business in Southport. We are professional, customer-centric and rewarding. We are passionate about our profession. Our ethos is focused firmly on our clients happiness. We place our client’s hopes, goals and aspirations at the heart of our planning.

Our work environment includes:

- Modern office setting
- Growth opportunities
- On-the-job training

**Responsibilities**:

- Greet visitors and direct them to the appropriate person or department.
- Answer, screen and direct incoming calls.
- Manage the front desk and reception area.
- Opening, scanning and logging post and deliveries
- Scanning and filing
- Managing outgoing post and franking
- Maintaining fire safety records for those coming in and out of the building
- Maintaining client birthday list and organising timely sending
- Sending client letters of authority and chasing as per the advice process and timescales
- Typing as required
- Completing client financial reviews and maintaining the review schedule as required
- Provide administrative support to staff members.
- Schedule appointments and meetings.
- Maintain a clean and organised area.
- Making of tea and coffee for clients and team members.
- Keep track of office supplies and order new supplies when needed.
- Provide basic information about the company to visitors.

**Job Types**: Full-time, Part-time, Permanent, Apprenticeship
Part-time hours: 35 per week

**Benefits**:

- Company pension
- Health & wellbeing programme
- Life insurance

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Southport: reliably commute or plan to relocate before starting work (required)

**Education**:

- GCSE or equivalent (required)

**Language**:

- English (required)

Work Location: In person

Expected start date: 24/07/2023



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