Job Overview
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.
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
Pay: Up to £27,500.00 per year
Benefits:
- Company events
- Company pension
- Employee discount
- Free parking
- Health & wellbeing programme
- On-site parking
- Private medical insurance
- Referral programme
- Sick pay
Work Location: In person
