Reception and Administration Professional

19 hours ago


Altrincham, Trafford, United Kingdom Capstone Financial Full time
We are seeking an organised and detail-oriented Reception and Administration Professional to join our operations team at Capstone Financial. As the first point of contact, you will handle reception duties, manage meeting room bookings, run reports, and provide administrative support to the adviser team. This role requires proficiency in Microsoft packages, fast and accurate data input skills, and a client-centric approach. You will deliver exceptional customer service, both in person and over the phone, while performing general administrative tasks. Your key responsibilities will include handling phone calls, managing diaries, logging call and email activity, producing client letters, and preparing packs for client review meetings. In return, we offer a competitive salary of £18,000 - £20,000 per annum, 25 days holiday, life insurance, pension scheme, and flexibility to work from home after probation. If you possess strong communication skills, can prioritise tasks effectively, and thrive in a fast-paced environment, we encourage you to apply for this role.

Job Description:

The Receptionist / Client Administrator is responsible for handling reception duties, managing meeting room bookings, running reports, and providing administrative support to the adviser team. You will be the first point of contact for clients, answering phone calls, transferring calls, and taking messages as necessary. Your primary focus will be on delivering exceptional customer service, both in person and over the phone, while also performing general administrative tasks. These tasks may include restocking stationery, cleaning materials, and running weekly reports for client birthdays. Your key responsibilities will include:
  • Handling reception duties, answering phone calls, transferring calls, and taking messages as necessary.
  • Managing meeting room bookings and setup.
  • Running reports using our back-office system to show clients due for financial reviews.
  • Providing reports to the adviser team to identify clients requiring diary booking.
  • Making calls to inform clients of upcoming financial reviews and booking meetings with their advisers.
  • Diary management for advisers.
  • Logging call and email activity in our back-office system and tracking follow-up calls.
  • Producing client letters and following up as necessary when unable to contact clients.
  • Preparing packs for client review meetings.
  • Running weekly reports for client birthdays, sending e-cards, and arranging gifts as required.
  • Performing general administrative tasks, including restocking stationery and cleaning materials.

About You:
We are looking for a skilled and motivated individual who possesses excellent written and verbal communication skills, can prioritise tasks effectively, and thrives in a fast-paced environment. Your strong organisational skills and ability to manage multiple tasks efficiently will enable you to succeed in this role. You will be confident on the telephone and able to hold conversations with various clients, possessing a client-centric approach that prioritises customer satisfaction. If you are passionate about delivering exceptional customer service, enjoy working in a dynamic team environment, and are eager to develop your skills and knowledge, we invite you to apply for this role.

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