Front Office Executive
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Job Description
- As our receptionist, you will be the first point of contact for clients, visitors and callers. We are looking for a professional, friendly and well-organized person who represents the company well and keeps the front office running smoothly.
What You Will Do
- Greet and assist clients, visitors, and staff in a friendly and professional manner.
- Answer, screen, and direct incoming calls to appropriate departments.
- Ensure all visitors sign in and are provided with necessary guidance.
- Handle office correspondence, including emails, mail, and deliveries.
- Maintain confidential financial documents and files as per company policy.
- Maintain and update client and office records using company software
- Ensure that all financial documents are filed accurately and securely.
- Assist with data entry tasks and maintain databases related to financial transactions.
- Liaise with clients and stakeholders as required, providing assistance and ensuring prompt responses to queries.
- Assist with coordinating appointments for financial advisors and clients.
- Support the customer service department together with other departments with administrative tasks as needed.
- Perform any other duties assigned to you within your capabilities and expertise.
Qualifications
- A degree in Business, Marketing, Communications or a related field
- 1 year experience in office administration or receptionist role, preferably in a financial services environment
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Knowledge of office management systems and procedures.
- Familiarity with financial document management practices is a plus
- Exceptional customer service and communication skills
- Ability to multitask, prioritize, and work efficiently in a fast-paced environment.
- Strong organizational skills and attention to detail.