Job Summary
We are seeking a highly organised and proactive Office Manager to be the first point of contact for clients and visitors. You will be responsible for delivering excellent customer service, managing front desk operations, and providing professional administrative support to Directors and Financial Advisers.
Key Responsibilities
* Greet and welcome client and visitors in a professional manner
* Manage the client experience communicating effectively through face to face, telephone and email
* Deal with client queries effectively and promptly
* Assist with client appointments and the client review calendar
* Assist with packs as and when required ready for the client meetings
* Notify appropriate staff when a visitor / client arrives
* Provide clients with well-presented refreshments
* Providing administrative support to Directors and Financial Advisers
* Complete end of month credit card reconciliation
* Print and post documents for Administrators / Paraplanners
* Maintains high standards of order and cleanliness in the reception/kitchen area at all times
* Handle incoming and outgoing mail/correspondence
* Dating client cheques and posting
* Take post to post office as and when required
* Organise transport for client meetings and arrange external meeting venues
* Ensure client parking is reserved where applicable
* Coordinate sending out client birthday cards in a timely manner
* Maintain stationary and domestic supplies
* Assist with administrative tasks such as data entry, filing, and email correspondence
* Liaise with internal departments and external stakeholders when necessary
* Ensure compliance with health and safety regulations
* Displays accuracy and attention to detail both in verbal and written communication
* Consults with colleagues regarding potential issues ensuring prompt outcomes
* Ensure security standards are adhered to
* Any other duties that may be required by the business
Skills / Abilities
* A friendly and approachable attitude
* Excellent attention to detail
* Excellent verbal and written communication.
* Professional presentation
* Strong interpersonal skills with a can-do attitude.
* Ability to remain professional under pressure and the ability to act pro-actively and intuitively.
* Strong planning & multitasking abilities
* Hardworking with a strong work ethic
Experience
* Previous experience in a customer-facing role, such as Receptionist / Office Manager / Administrator is essential
* Basic experience handling emails, phone calls, scheduling appointments, and using office software (e.g., Microsoft Office)
* Experience managing tasks efficiently, handling a busy reception area, and maintaining records
* Knowledge of the financial services sector an advantage
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