Receptionist (sd/rp)

Job type: Permanent, Full time

Location: Cardiff, Cardiff


Sector: Business Support

Job description

Are you an enthusiastic and experienced PA/Receptionist with excellent communication skills eager for your next role within a busy exciting office?

You will be working as part of the team at a highly respected firm of Chartered Financial Planners based in Cardiff. The Practice provides bespoke financial advice and services to executives, managers, families and entrepreneurs. You will be employed by the practice which is well established and highly successful.

You will be the first point of contact both for visitors to the office and for telephone calls received so an enthusiastic and professional attitude is essential.

The Role

Whilst acting as a vital support to the Operations Director the role will include manning the front desk and answering the phone. You will be helping in other areas of the office which makes this an interesting and varied role which will appeal to someone with a 'can do' attitude.

Specifically your role will involve:

Assisting the Head of Operations

General Reception duties, answering phone, taking messages, making client teas and coffees, preparing meeting rooms for client visits

Being available as a friendly point of contact for client enquiries as and when necessary

Helping other members of the team with day to day office support duties when required

Updating and maintaining systems - Salesforce, iBusiness etc

General office administration

Professionally Dealing with general queries

Preparing information for meetings

Ensuring our electronic filing system is kept tidy and well organized

Taking post to post box

Scanning incoming post

Regular and One off Project Work

Organising Staff events

Full training on telephone and computer systems and how to represent the Company will be given.

About you:

- Has work experience as a receptionist and or office administrator with good communication skills.

- Is organised and tidy.

- Has good attention to detail

- An excellent telephone manner

- Enjoys dealing with people

- Is confident and can work with total discretion

A good knowledge in Microsoft Word, Outlook and Client Relationship Management Software is essential. Although not a requirement for the role, an ability to use Microsoft Excel and other Microsoft Office Programs would be useful.

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