Role Overview:
As a Receptionist within Financial Services, you will be the initial point of contact for clients and visitors, embodying professionalism and delivering exceptional customer service. This role requires a combination of administrative proficiency and interpersonal skills to effectively manage various tasks while ensuring a welcoming environment for all guests.
Key Responsibilities:
- Greeting clients and visitors with a friendly and professional demeanour.
- Managing incoming calls and directing inquiries to the appropriate personnel.
- Handling incoming and outgoing mail, packages, and deliveries.
- Coordinating appointments and maintaining calendars for financial advisors and staff.
- Assisting with meeting arrangements and managing conference room bookings.
- Performing general administrative duties such as filing, data entry, and photocopying.
- Collaborating with administrative team members to support office operations.
- Upholding confidentiality and handling sensitive information with discretion.
- Prior experience as a receptionist or in a similar customer service role preferred.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Excellent verbal and written communication skills.
- Strong organizational abilities and the ability to multitask effectively.
- Professional demeanour and the ability to work well under pressure.
- Attention to detail and accuracy in completing tasks.
- Knowledge of financial terminology and procedures is advantageous but not mandatory.
- High school diploma or equivalent qualification required; additional certification in office administration is a plus.