Official Specifications
Role Overview & Mandate
Executive Summary
THE ROLE: Would you like the opportunity to work within a growing, dynamic, wealth management firm? Our client is...
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THE ROLE:
Would you like the opportunity to work within a growing, dynamic, wealth management firm? Our client is looking for someone to join them as Receptionist on a permanent basis.
Please note due to the high volume of applications that we receive only successful applicants will be contacted.
We will process your CV and personal information to assess your suitability for the role. If we wish to consider you further, we will register your personal information in our database once we have contacted you. We may contact you from time to time about other relevant roles. Your personal information will be securely held. For more information please refer to How We Use Your Personal Information.
Would you like the opportunity to work within a growing, dynamic, wealth management firm? Our client is looking for someone to join them as Receptionist on a permanent basis.
- Answering the phone within three rings, screening calls, and taking detailed messages
- Meeting and greeting clients and visitors to the firm in a warm, courteous and professional manner
- Ensuring all client-facing areas including, the office, the reception area, and meeting rooms are presentable, Covid-secure, and free of clutter at all times
- Managing the meeting room booking system, including requests, resolving clashes, monitoring pre-meeting preparation, and post-meeting clear down
- Manage incoming and outgoing posts, ensuring that the outgoing post is properly franked and ready for evening collection
- Arranging couriers both nationally and internationally as required and maintain the requisite log
- Ensuring both floors of the office have sufficient stationery supplies and that the kitchens are well stocked
- Being responsible for the maintenance of all office functions, including but not limited to the office supplies, consumables, post and courier services and third-party supplies
- Acting as the point-of-contact for external suppliers, cleaners and building management
- Taking minutes at fortnightly Operations Committee and monthly Risk Committee meetings
- Assisting the wider management team, including scheduling meetings, helping with travel arrangements, purchasing gifts for clients, filing and data entry
- Working closely with the Chief Operating Officer as required on office projects
- Being responsible for expense submission for senior members of staff within the firm
- Assisting with new joiner set-up, liaising with the Human Resources (HR), Compliance, and IT departments
- Well–presented, courteous, and able to act as an ambassador of the company.
- Communicates and acts in a professional manner at all times
- Excellent interpersonal and communication skills including a good telephone manner
- Tactful, trustworthy, diplomatic. Must always maintain confidentiality
- Pro-active, resourceful, and a problem-solver
- Detail orientated with an accurate and methodical approach to work
- Reliable, flexible and positive, hardworking and conscientious
- Team player with experience of working in a team environment, able to identify and help others when required
- Ability to stay calm under pressure
- Minimum A-Level (or equivalent) educated with excellent English and Maths skills
- Basic typing skills required
- Good knowledge of Microsoft Office Outlook
- Good knowledge of the other Microsoft Office suite programs is not essential but desirable
- Previous experience in a similar client-facing position
Please note due to the high volume of applications that we receive only successful applicants will be contacted.
We will process your CV and personal information to assess your suitability for the role. If we wish to consider you further, we will register your personal information in our database once we have contacted you. We may contact you from time to time about other relevant roles. Your personal information will be securely held. For more information please refer to How We Use Your Personal Information.
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