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Located in listed offices in Billericay, our client is a well-established financial services firm known for delivering expert advice with a personal touch. The company prides itself on maintaining a professional yet approachable atmosphere, where clients feel welcomed and valued from the moment they arrive. With a strong reputation for integrity and excellence, the team is committed to providing tailored financial solutions in a warm and supportive environment.
Job Responsibility:
Opening and closing the office
Greeting client walk-ins and offering assistance
Welcoming clients attending appointments with Advisers and offering refreshments
Answering and directing all incoming calls
Scanning and electronically filing client documentation
Managing incoming and outgoing mail for the office
Monitoring and maintaining office supplies, ensuring adequate stock
Keeping the reception and communal areas tidy and presentable at all times
Supporting the wider team with general administrative tasks as required
Booking meeting rooms and coordinating appointment schedules
Assisting with document preparation and client correspondence
Requirements:
Strong organisational and multitasking abilities
Excellent communication skills
Proficiency in managing client meetings and documentation
Ability to maintain accurate records and update clients
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