Operations Team Member

17 hours ago


Altrincham, Trafford, United Kingdom Capstone Financial Full time
Job Description:
We are seeking a highly motivated and organised individual to fill the position of Receptionist / Client Administrator at Capstone Financial. As a key member of our operations team, you will play a vital role in ensuring the smooth running of our business, providing exceptional administrative support, and delivering outstanding customer service.

**Responsibilities:**
  • Provide front-line support to clients, responding to queries, and resolving issues promptly and professionally.
  • Manage client communication, including phone calls, emails, and letters, ensuring accurate and timely processing of correspondence.
  • Assist with diary scheduling, arranging meetings, and coordinating travel arrangements as needed.
  • Process and maintain accurate financial records, ensuring compliance with regulatory requirements.
  • Contribute to continuous process improvement initiatives, identifying areas for enhancement and implementing changes to increase efficiency and productivity.

**Requirements:**Excellent communication and interpersonal skills, with the ability to build strong relationships with clients, colleagues, and stakeholders.Proven administrative experience, with a focus on delivering high-quality support and services.Strong organisational skills, with the ability to prioritise tasks, manage multiple projects, and meet deadlines.Familiarity with Microsoft Office applications, including Outlook, Word, Excel, and Teams.],
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