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Receptionist with Financial Administration

Posted 23 February by Adecco UK Limited Easy Apply Ended


To provide a comprehensive & professional reception service and administrative support service to the Directors, Managers and Financial Planners, with the aim of providing first class hospitality service & exceeding client expectations

Key Tasks:

*To answer calls and pass to the correct person
*To great clients & visitors by name in a professional, warm & friendly manner & ensure all relevant health & safety inductions are undertaken
*To ensure all meeting rooms are prepared before & after all meetings as set out in company procedures
*To keep all client areas clean, tidy & looking professional & welcoming
*To organise any repairs & maintenance to the building
*To undertake all weekly fire alarm tests & monthly health & safety checks & file all safety check certificates in the Health & safety folder
*To sort & scan incoming post and pass to the correct team/person & to frank outgoing post and ensure that it is ready for collection
*To scan inactive & unallocated client files to minimise all paper held for data protection & minimise storage areas required
*To check internal faxes and forward to the relevant people
*To organise birthday & sympathy cards as appropriate to clients
*To order all stationary & office supplies to ensure smooth running of the organisation
*To prepare packs for consultants, prior to client visits
*To Provide a comprehensive administrative support to the Practice Manager/Directors, Relationship Managers & Client Services team including data cleansing, spreadsheets, monthly checks, analysis etc
*To identify any training needs and development you need to meet the requirements of your role

Entry Level Requirements/Experience:

*Excellent Word, Excel and Outlook
*Excellent customer service skills (both internal & external)
*2 years relevant administrative experience
*Positive, Can Do' attitude
*Excellent attention to detail to presentation of premises
*Excellent written, verbal & interpersonal communication skills
*Willingness to participate in learning opportunities/events outside of usual work hours

Required Behaviours:

*Business like in both appearance & approach
*Demonstrates a ethos of trust both in personal behaviour & towards all colleagues
*Speaks & deals with all colleagues in a respectful, positive & polite manner
*Proactive approach to challenges to deliver results
*Behaves professionally at all times & does not bring the company into disrepute

*Well organised
*Happy & cheerful when dealing with both clients & colleagues
*Keeps work & client areas, clean, tidy & in a professional manner
*Does not involve themselves in office politics or gossip
*Able to proactively research for solutions to challenges/issues/problems
*Working in a collaborative & supportive way
*Constructive when providing feedback to others
*Positive attitude to change
*Does not publicly criticise colleagues
*Fully supports the Directors/Management Team & aligns own workload to achieve business strategy & goals
*Positively & publicly recognises others for their achievements
*Positive & enthusiastic 'Can Do' attitude
*Recognises ones internal & external customers
*Flexible approach to tasks & working hours to ensure work is completed & meet the needs of the business
*To maintain a good standard of product knowledge and system knowledge
*To prioritise daily activities and respond efficiently and effectively to queries including meeting SLA's
*To be professional and tactful with customers & colleagues and enhance the business relationship even when under extreme pressure
*To act to minimise problems & take ownership of them to ensure their successful resolution
*To ensure confidentiality is maintained at all times both regarding clients & colleagues

Report to:
This role reports to the Practice Manager

Employee Benefits:
*20 days holidays + bank holidays + currently 3 additional days off between Christmas & New Year
*Death In service Scheme
*3% company contribution Pension Scheme
*Annual appraisal
*Bonus scheme
*Birthdays - Paid day off if your birthday falls on a working day
*Free full financial planning service with no ongoing fees
*Full financial support to attain relevant industry qualifications
*Attendance at annual company conference

Adecco is acting as an Employment Agency in relation to this vacancy. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

Reference: 34548209

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