Receptionist with administration duties for financial services
Receptionist with administration duties for financial services
Starting at £12.75 per hour
Hours per week:
37.5
Working hours:
8.30am-5.00pm
Job Duties:
• Welcoming and greeting customers in a polite, positive, friendly and courteous manner both on the telephone and in person.
• Redirecting telephone calls via the Switchboard to the appropriate person efficiently
• Notifying Company Personnel of customer arrival
• Dealing with queries received via telephone in an efficient manner
• Taking concise accurate messages and details in a professional manner and forwarding to the relevant Company Personnel.
• Ensure there is adequate cover when you are required to leave the reception desk maintaining security at all times
• Manage Office Calendars to include booking client meetings
• Maintain a safe and clean reception area by complying with procedures, rules, and regulations. Ensure the ground floor level meeting room is kept tidy after each client meeting
• Deal with incoming and outgoing mail on a daily basis
• Provide administrative to support the team on a daily basis to ensure the smooth running of the business
• Carry out reception duties in a polite, positive, friendly and courteous manner as and when required by management to ensure the reception area is covered at all times
• Deal with client enquiries and develop lasting business relationships with those clients in order to add and demonstrate value to the service provided.
• Deal with incoming and outgoing mail on a daily basis.
• Manage the processing and ongoing case management of new business applications for Pensions, Investment, Life and Mortgages in a timely and accurate manner
• Manage new business cycle to completion and proactively take action to chase information from product providers and clients.
