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- Tasks: Join our operations team as a Receptionist / Client Administrator, handling calls and managing appointments.
- Company: We're a dynamic financial advisory firm based in Altrincham, focused on client satisfaction.
- Benefits: Enjoy 25 days holiday, birthday off, life insurance, pension scheme, and flexible work options post-probation.
- Other info: Flexible hours available; perfect for students looking to gain experience in a professional environment.
- Why this job: Be part of a supportive team, enhance your organisational skills, and make a real impact on client experiences.
- Qualifications: Proficient in Microsoft Office, strong communication skills, and excellent organisational abilities required.
The predicted salary is between 24000 - 36000 £ per year.
To enable our advisers to focus their time on seeing clients, we have invested in developing a brilliant operations team. We are currently seeking to appoint a Receptionist / Client Administrator to join our fantastic operations team based in Altrincham.
To support the adviser team and the wider operation, ensuring that new business cases are processed effectively; whilst maintaining a timely turnaround and high level of accuracy. This role is instrumental to ensuring that cases are moving through the end to end process smoothly with no delays.
Working as part of our client servicing team, the key responsibilities of this role are:
- Reception duties; answering the telephone, transferring calls, taking messages as appropriate
- Managing the booking process for the meeting rooms and ensuring that rooms are set up as required
- Using our back-office system to run reports to show clients that are due to have a financial review
- Providing reports to our adviser team in order to identify which clients require booking in the diary
- Making calls to clients to make them aware that their financial review is due, with the aim of booking the client in for a meeting with their adviser (either face to face with client or an online meeting)
- Diary management for the advisers
- Logging call and email activity in our back-office system and using a task system to keep track of follow up calls to clients / chaser calls
- Where unable to contact client, producing client letters, logging in our back-office system and following up as appropriate (following the company’s process for none engaged clients)
- Preparing packs for client review meetings
- Running weekly reports for client birthdays, sending e-cards by email and arranging gifts where required
- General administrative tasks including ensuring that stationary levels and cleaning materials are fully stocked
- Deliver exceptional customer service both in person and over the phone
Skills:
- Proficient in Microsoft packages (Outlook, Word, Excel, Teams)
- Fast and accurate data input skills
- Strong organisational skills and able to manage multiple tasks efficiently
- Client relationship skills
- Excellent written and verbal communication skills
- Confident on the telephone and able to hold conversation with a wide range of clients
- Able to prioritise tasks effectively with good time management skills
About you:
You will have exceptional telephone skills and be confident speaking to clients with a view to booking appointments. You will be focused on providing an excellent service to our adviser team and clients, be super organised and efficient.
Hours of work are Monday to Friday 9am to 5pm although there is some flexibility with the start and finish times. We offer 25 days holiday plus an additional day off for your birthday, life insurance, pension scheme and some flexibility to work from home following successful completion of the probationary period.
Join As Receptionist / Client Administrator employer: Capstone Financial
Contact Detail:
Capstone Financial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Join As Receptionist / Client Administrator
✨Tip Number 1
Familiarise yourself with our operations team and the specific duties of a Receptionist / Client Administrator. Understanding the role's responsibilities will help you demonstrate your knowledge during any interviews or discussions.
✨Tip Number 2
Practice your telephone skills by engaging in mock calls with friends or family. Since exceptional telephone communication is crucial for this role, being confident and articulate will set you apart from other candidates.
✨Tip Number 3
Showcase your organisational skills by creating a personal system for managing tasks. You could use tools like to-do lists or digital planners to illustrate how you prioritise and manage multiple responsibilities effectively.
✨Tip Number 4
Research common client relationship management techniques and be prepared to discuss them. This will demonstrate your commitment to providing excellent service and your understanding of the importance of client interactions in this role.
We think you need these skills to ace Join As Receptionist / Client Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of a Receptionist / Client Administrator. Emphasise your organisational skills, customer service experience, and proficiency in Microsoft packages.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how your skills and experiences make you a great fit for the position, particularly in managing client relationships and administrative tasks.
Highlight Communication Skills: Since the role requires excellent written and verbal communication skills, ensure you demonstrate these in your application. Use clear and concise language, and consider including examples of past experiences where you successfully communicated with clients or colleagues.
Proofread Your Application: Before submitting your application, take the time to proofread it thoroughly. Check for any spelling or grammatical errors, as well as ensuring that all information is accurate and presented professionally.
How to prepare for a job interview at Capstone Financial
✨Showcase Your Communication Skills
As a Receptionist / Client Administrator, you'll be the first point of contact for clients. Make sure to demonstrate your excellent verbal and written communication skills during the interview. Practice answering common questions clearly and confidently, as this will reflect your ability to engage with clients effectively.
✨Highlight Your Organisational Abilities
This role requires strong organisational skills to manage multiple tasks efficiently. Be prepared to discuss specific examples from your past experiences where you successfully juggled various responsibilities. This will show the interviewer that you can handle the demands of the position.
✨Familiarise Yourself with Microsoft Packages
Proficiency in Microsoft Outlook, Word, Excel, and Teams is essential for this role. Brush up on these applications before the interview and be ready to discuss how you've used them in previous roles. If possible, mention any specific projects or tasks where these tools were crucial.
✨Demonstrate Your Customer Service Focus
Exceptional customer service is key in this position. Prepare to share examples of how you've gone above and beyond to assist clients or colleagues in the past. This will illustrate your commitment to providing an excellent service, which is vital for the success of the adviser team and clients.