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For Companies At a Glance
- Tasks: Be the face of a prestigious wealth management firm, providing top-notch client service.
- Company: Join a leading investment firm located in an impressive office space in St James.
- Benefits: Enjoy a fantastic benefits package and a vibrant work environment.
- Why this job: Perfect for a people person who thrives in a dynamic, professional setting with high-net-worth clients.
- Qualifications: Ideal candidates should have FOH experience and strong administrative skills.
- Other info: Tech-savvy individuals will excel in this role, especially with Zoom and IT tasks.
The predicted salary is between 28800 - 43200 £ per year.
We have a fantastic new reception role for a Wealth Management firm in St James. This client has an impressive office space and requires a receptionist who will work well within a prestigious investment firm. This is a superb opportunity for a bright, forward-thinking receptionist to provide 5* client service to all guests.
You will be the face of the company and the first point of contact for high-net-worth clients in person and over the phone. You will be a people person, be smartly presented at all times, and have a professional telephone manner.
Duties will include:
- Meeting and greeting clients
- Setting up meeting rooms, including drinks
- Preparing refreshments for clients and meetings
- Answering and transferring calls
- Setting up Zoom calls (you must be tech savvy with good IT skills)
- Keeping track of office supplies
- Ordering drinks and stationery and replenishing stock
- Assisting with client in-house events
- Setting up board/client meetings
- Ensuring a neat FOH at all times
Admin work includes supporting the finance team with expenses, and supporting the HR director's duties, which could consist of reference requests, updating HR systems and HR admin when required.
Ideally, you will have a few years of FOH experience within a similar investment firm. You will be of graduate calibre and have excellent administrative skills. Excellent benefits package on offer.
Receptionist / Admin Assistant - Wealth Management firm employer: Place Recruitment
Contact Detail:
Place Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Receptionist / Admin Assistant - Wealth Management firm
✨Tip Number 1
Familiarise yourself with the wealth management industry. Understanding the basics of investment and financial services will help you engage confidently with clients and demonstrate your interest in the role.
✨Tip Number 2
Practice your professional telephone manner. Since you'll be the first point of contact for high-net-worth clients, rehearsing how to handle calls politely and efficiently can set you apart from other candidates.
✨Tip Number 3
Showcase your tech-savviness by being prepared to discuss your experience with tools like Zoom and any other relevant software. Being able to set up virtual meetings smoothly is crucial in this role.
✨Tip Number 4
Highlight your organisational skills. Since you'll be managing office supplies and assisting with events, demonstrating your ability to keep things running smoothly will make you a strong candidate.
We think you need these skills to ace Receptionist / Admin Assistant - Wealth Management firm
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in front-of-house roles, particularly within investment firms. Emphasise your customer service skills and any administrative tasks you've handled.
Craft a Compelling Cover Letter: Write a cover letter that showcases your personality and enthusiasm for the role. Mention specific experiences where you provided excellent client service and how you can contribute to the firm's prestigious image.
Highlight Technical Skills: Since the role requires tech-savviness, be sure to mention your proficiency with IT tools, especially in setting up Zoom calls and managing office supplies. Provide examples of how you've used these skills in previous roles.
Professional Presentation: Given the nature of the role, ensure that your application reflects a professional tone. Use formal language and check for any spelling or grammatical errors to present yourself as a polished candidate.
How to prepare for a job interview at Place Recruitment
✨Dress to Impress
As a receptionist in a wealth management firm, your appearance matters. Make sure to dress smartly and professionally to reflect the prestigious nature of the company. A polished look will help you make a great first impression.
✨Showcase Your People Skills
Since you'll be the first point of contact for high-net-worth clients, it's essential to demonstrate your people skills during the interview. Be friendly, approachable, and articulate, showing that you can provide 5* client service effortlessly.
✨Highlight Your Tech Savviness
The role requires setting up Zoom calls and managing various IT tasks. Be prepared to discuss your experience with technology and any relevant software you've used. This will show that you're capable of handling the tech aspects of the job.
✨Prepare for Admin Questions
Since the position involves supporting the finance team and HR director, expect questions about your administrative skills. Be ready to share examples of your previous experience in similar roles, particularly any tasks related to expenses or HR admin.
