Assistant Client Serivces - IFA

Job Title: Assistant Client Serivces - IFA
Contract Type: Permanent
Location: Bracknell, Berkshire
Salary: £17000 - £21000 per annum + Benefits
Reference: 10091/001_1490713647
Contact Name: Jane Paton
Contact Email:
Job Published: March 28, 2017 16:07

Job Description

This national wealth management firm is looking to expand it's team and have an opening for a junior team member.

You will provide administration support to the team. Responsible for client hospitality (where applicable), and to provide first class client service via the effective handling of all internal and external telephone calls and of visitors to our offices

Key Responsibilities:

Answer all internal and external telephone calls, using the main switchboard, in an efficient and courteous manner.

Meet and greet clients and external visitors, offer beverages and newspapers.

Maintain all front of house and client facing areas ensuring meeting rooms are presentable immediately before and after meetings in accordance with Front of House standards.

Manage meeting room diary.

Support the office with administrative duties.

Responsible for production of all client meeting packs.

Responsible for binding reports as requested from Paraplanning.

Responsible for managing all postal, courier and delivery requirements including the franking and sorting of post and DX deliveries.

This role requires candidates to be immaculately presented, to have excellent customer service skills and to work to very high standards within their remit.

Skills and Qualifications:

Excellent standard of education with a desire to further development and to undertake relevant examinations.

Proficient IT skills in core Microsoft Office systems.

Organisation and prioritisation skills.

Excellent verbal and written communication skills with an eye for detail.

Professional telephone manner