Job Purpose:
Contribute to company goals by providing a professionally high quality administrative service to all clients, both internal and external
Job Responsibilities:
- To fulfil reception duties on a cover basis for breaks and lunchtimes, and for agreed days as requested
- To fulfil such duties under the direction and training of the Client Care Receptionist
- 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
- To meet and greet prospective and current clients in a professional and personable manner, providing refreshments if required
- To demonstrate at all times a professional image to clients in respect of presentation of the reception area
- To demonstrate a high level of personal presentation, portraying sophistication and professionalism in style, behaviour and communications
- To organise car parking arrangements for clients
- To organise internal room bookings for client meetings as requested
- To organise hospitality for clients both in terms of refreshments and lunch arrangements
- 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
- To provide administrative support to the Investment Consultants in terms of preparation for client reviews and meetings
- Continue to develop own professional knowledge and skills and apply same to improving practice
- Team working and communicating effectively with internal colleagues and external stakeholders
- Operate in line with all organisational policies and procedures at all times in delivering on these responsibilities
- To fulfil any other duties as would be reasonably required relevant to this job role and in the course of your employment
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KNOWLEDGE & EXPERIENCE
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SKILLS
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ATTITUDES & BEHAVIOURS
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- 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
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- 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
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Evidenced by the individual displaying:
- Accountability
- Accuracy
- Adaptability
- Confidentiality
- Cooperativeness
- Courteous
- Diplomacy
- Fairness
- Flexibility
- Harmony
- Inclusivity
- Integrity
- Positivity
- Proactivity
- Reliability
- Resilience
- Respect
- Responsibility
- Responsiveness
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