Client Services Assistant - Front of House

Recruiter
Henry Spain Investment Services
Location
Oakham, UK
Salary
Competitive
Posted
14 Aug 2019
Closes
31 Aug 2019
Ref
1224373788
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Henry Spain Investment Services are independent financial advisers with a difference. We are focussed on delivering a proactive and personalised wealth management service that helps our clients achieve their financial goals.

Understanding the needs of our clients and fulfilling them by employing our in-depth knowledge of investment principles, tax rules and wealth structuring is the foundation of our successful business; and we continue to grow.

Working in our Oakham office you will be a key player in providing front line client care / liaison and general support to the business. Resourceful and flexible, you will be happy working in an environment where procedures are still being developed and the team is expanding. You will be enthusiastic about learning, flexible and willing to implement new business processes as directed.

Holding responsibility for client reception and carrying out day to day office tasks, you'll be:
  • Providing a highly professional meet and greet service for visitors and keeping the reception area both presentable and welcoming
  • Answering incoming calls and transferring these accordingly; taking messages when required
  • Maintaining stock levels in stationery, branch forms, cleaning, canteen and general office supplies. Ordering and taking deliveries of these - replenishing stocks as required
  • Drafting, typing and formatting letters and documents / emails accurately as directed
  • Processing incoming and outgoing mail
  • Maintaining office security, fire protection and health and safety standards
  • Making outbound telephone calls to clients to book appointments and make general contact

We offer a highly engaging work place, a career progression framework affording very competitive benefits and a great market town location.

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