Receptionist / Administrator - North Oak Recruitment Ltd : Job Details

Receptionist / Administrator

Leicester Outskirts (our ref AL1388)

Salary c£24,000 pa depending on experience + benefits

Full time, office-based role 37.5 hours per week, Monday to Friday.

My client is a very well-established Wealth Management company and they now have an exciting new opportunity for an organised individual with a professional manner and pleasant character to join their team in a desk-based/front of house role, providing reception and financial services administration support.

Reception/front of house experience is advantageous, but enthusiasm and a commitment to delivering a first-class service, to both clients and colleagues, is paramount.

Main duties:

• Receiving clients; greeting, welcoming, directing and announcing them appropriately. Checking their details are up to date on the system and providing them with refreshments where appropriate.
• Answering the phones and taking clear, detailed messages, screening and directing calls to the appropriate member of the team.
• Weekly diary management for meeting rooms
• Opening, sorting and scanning/distributing the post.
• Organising the outgoing post ready for collection at the end of the day.
• Assisting with the preparation of client birthday, thank you and new home cards and checking for data accuracy.
• Ordering office supplies and maintaining stock levels, including weekly fruit and milk supplies.
• Keeping reception/meeting rooms tidy.
• Responsibility for completion of the visitors’ book/passes.
• Photocopying.
• Preparing client files.
• General administrative duties including LOA processing.
• Printing and posting of signature documents where applicable.
• Database Management and input.
• Providing support to the Administration teams where required.
• Ensuring full cover of reception desks at all times.
• Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules
• Comply with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the company
• Keep up to date with all relevant product, legislative and technical changes, as required

If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.