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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