Receptionist

Receptionist

Picture this: you’re the warm, welcoming face that sets the tone for every client walking into a bustling financial services hub. With your sharp skills and genuine charm, you’ll handle that vital first impression, juggle bookings, and keep everything running like clockwork in a fast-paced world of investments and client relationships.

CORE RESPONSIBILITIES

• Dive into the heart of client-facing action, where your smile and efficiency make all the difference.
• Greet every visitor with infectious energy, build instant rapport, and guide them smoothly to their boardroom with their favourite refreshments ready
• Master the phones and client management system – confirm meetings, update records, and finalise daily schedules a day ahead to keep planners on track
• Keep the reception spotless: tidy the area, whisk away coffee cups, nail those open and close procedures, and step in for hospitality duties when needed
• Handle outgoing paperwork, client gifts, and correspondence with precision, plus sort out or escalate any requests from management or planners bang on time
• Whip up the day’s client list for the front desk by 8am, confirm event attendances, and represent at client or supplier functions as needed

GENERAL ADMIN & SUPPORT

• Stay ahead of the curve with smart admin that supports the whole team.
• Build solid relationships with service providers and clients, always following the smooth operational flow
• Jump into training new starters per the plan, soak up your own development sessions, and hit those individual and team targets
• Prep self-assessments and PDP goals ahead of appraisals to keep growing in this trusted role

REQUIREMENTS

• Bring your A-game with these must-haves for thriving in financial services.
• Top-notch customer service flair, plus secretarial and admin prowess – think multi-line phones, Microsoft Office whizz, and spot-on organisation
• Honest and discreet, especially when finances are in play; rock-solid attention to detail and time management
• Friendly vibe with strong communication skills – verbal and written – to handle sensitive info and build trust fast
• Experience in a client-focused environment, ideally finance-related, with the adaptability to juggle priorities and meet every deadline
• High school diploma or equivalent, plus any reception or admin background to hit the ground running
• Ready to be the heartbeat of the office and make clients feel right at home?