Receptionist
Perspective (North East) Ltd / Perspective (Brighter)
Job Description
Are you looking to develop your skills by joining a Market Leading Wealth Management Company with an established and successful team?
If the answer is yes, then we have the opportunity you are looking for!
We have a fantastic vacancy for an experienced receptionist to join our expanding team in Halifax. This is a multi-faceted role and your experience in providing high quality office support in a busy and professional environment will be invaluable to the whole team. You will act as the point for colleagues and clients, both over the phone and in person, as well as liaising with product providers and supporting the team with all aspects of the general office administration.
Office: Perspective (Brighter)
Location: Halifax
Hours: Monday – Friday 9am to 5:30pm with a one hour break (37.5 hours)
Part time hours are available.
Salary: Competitive dependant on experience and qualifications. Available upon request.
Job Requirements
This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed
- Taking phone calls, enquiries and requests, and handling them where appropriate.
- Back-office support.
- Client correspondence, written and verbal.
- Ensuring that all financial planning client administration is carried out in accordance with the Firm's procedures.
Due to the nature of the business, the role may also include additional responsibilities considered reasonable.
Job Responsibilities
You will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.
You will also be skilled in, or have the ability to learn:
- Confident with IT and Microsoft office software packages, especially Teams, Outlook, Word, Excel and PowerPoint.
- Ability to manage and prioritise workloads.
- Excellent planning, organisational and multi-tasking abilities.
- Excellent communication skills at all levels.
- Ability to produce concise business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy.
- Flexibility/ adaptability to cope with change.
- A team player with a positive attitude.
Job Benefits
25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare, Extras Discount shopping discounts.
