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Receptionist/Admin support
South Leicestershire (Our Ref AL1363)
Salary to £24,000 dep on exp + benefits
This is a full-time position, 37.5 hours per week, 9 am - 5 pm, (30 minutes unpaid lunch break), Monday to Friday.
My client is an established Wealth Management company based in South Leicestershire and they now have an office based opportunity for a 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:
- Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times
- 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 at all times
- Keep up to date with all relevant product, legislative and technical changes, as required
- 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 and the gym.
- 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.
Benefits:
- 33 days holiday, including bank holidays.
- Generous non-contributory pension scheme, commencing after three months’ continuous service.
- Free death in service, subject to qualifying criteria, commencing after three months’ continuous service.
- Air-conditioned modern offices, offering full kitchen and dining facilities, gym, and free secure on and off-site parking.
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.
