Receptionist / Administrator

Receptionist / Administrator

Location: Epsom, Surrey

Salary: £23,000 - £30,000 (DoE)

Hours: Monday - Friday (9am - 5pm)

We are a leading Financial Services company who provide financial advice to clients regarding their investments, retirement planning, and financial planning solutions are looking for a confident, professional individual to join the team as our Receptionist / Administrator.

You will enjoy working in a busy office environment, where your professional and resourceful approach will be welcomed by colleagues and clients.

You will be responsible for a range of Reception & Administrative duties including:

• Welcoming all visitors to the office, providing a high level of customer service
• Arranging client meetings, confirmation & reminders, including preparation of agendas & client packs
• Dealing confidently and effectively with client enquiries
• Managing the database of clients using Salesforce CRM. You will be creating and updating records and accurately inputting information into the system
• Handling all incoming post / scanning and logging to client files
• Managing office supplies, including stationery orders
• Liaising with third parties to gather information, ensuring client requests are actioned with a professional and efficient manner
• Communicating with internal administration teams to resolve queries
• Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment.

The Person: Receptionist / Administrator.

You will be self-motivated and ambitious with the ability to adapt, and a willingness to take on responsibility.

In addition, you will need:

• Minimum 2 years work experience as a Receptionist / Administrator or within an office support role. Financial Services experience is useful but not essential
• GCSE Grade C or above in English & Maths
• Excellent customer service and the ability to build rapport and manage client relationships
• Strong attention to detail and a proactive approach
• Good time management and planning skills
• Strong working knowledge of Excel, Word, and other Microsoft Office Programs. Salesforce experience would be advantageous
• It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.

KG Associates is a leading Practice within St. James’s Place plc a highly regarded FTSE 250 wealth management company.

Please note that a standard Financial and Identity check in undertaken on any candidate offered a role.

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