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Job Purpose:

Contribute to company goals by providing a professionally high quality administrative service to all clients, both internal and external

Job Responsibilities:

  1. To fulfil reception duties on a cover basis for breaks and lunchtimes, and for agreed days as requested 
  2. To fulfil such duties under the direction and training of the Client Care Receptionist
  3. In fulfilling such duties to manage all telephone calls in a professional manner, carrying out all associated tasks in an efficient and timely manner, at times requiring email and/or telephone contact with colleagues
  4. To meet and greet prospective and current clients in a professional and personable manner, providing refreshments if required
  5. To demonstrate at all times a professional image to clients in respect of presentation of the reception area
  6. To demonstrate a high level of personal presentation, portraying sophistication and professionalism in style, behaviour and communications
  7. To organise car parking arrangements for clients
  8. To organise internal room bookings for client meetings as requested
  9. To organise hospitality for clients both in terms of refreshments and lunch arrangements
  10. To provide technical support to the Investment Consultants in terms of researching structured products, identifying and analysing relevant data and information for use by them
  11. To provide administrative support to the Investment Consultants in terms of preparation for client reviews and meetings
  12. Continue to develop own professional knowledge and skills and apply same to improving practice
  13. Team working and communicating effectively with internal colleagues and external stakeholders
  14. Operate in line with all organisational policies and procedures at all times in delivering on these responsibilities
  15. To fulfil any other duties as would be reasonably required relevant to this job role and in the course of your employment


KNOWLEDGE & EXPERIENCE

SKILLS

ATTITUDES & BEHAVIOURS

  • Minimum 3 GCSE’s  or equivalent (including Maths and English)

 

  • Experience of working within the customer care sector

 

  • Developing knowledge of the investment markets and products

 

  • Commitment to acquire knowledge of FSA rules and regulations supported by relevant FSA qualifications as identified

 

  • Company goals and objectives
  • Company policies and procedures in terms of health and safety, people, practices
  • ICT programmes, in particular MS Word, Excel and company based packages

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  • Ability to build rapport
  • Ability to present reasoned arguments
  • Ability to work on own initiative
  • Ability to work within a diverse team
  • Active commitment to own learning and development
  • Analytical thinking
  • Assertive communication
  • Completing/finishing
  • Creative and innovative thinking skills
  • Decision making
  • ICT skills
  • Influencing
  • Interpersonal skills – internal and external customer  focused
  • Knowledge transfer and application skills
  • Literacy and numeracy
  • Planning and organisational skills
  • Presentation skills
  • Problem solving skills
  • Professional skills
  • Research and information gathering
  • Team working
  • Time management and prioritising

Evidenced by the individual displaying:

  • Accountability
  • Accuracy
  • Adaptability
  • Confidentiality
  • Cooperativeness
  • Courteous
  • Diplomacy
  • Fairness
  • Flexibility
  • Harmony
  • Inclusivity
  • Integrity
  • Positivity
  • Proactivity
  • Reliability
  • Resilience
  • Respect
  • Responsibility
  • Responsiveness