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We are working alongside an exceptional wealth management firm in Epsom, Surrey looking to recruit a Front of House Receptionist for their office. Reporting to the office manager as sole receptionist, your duties will include meeting and greeting, answering of calls, overseeing meeting rooms. In addition, you will be the team assistant for the investment team as well as supporting the office manager to aid the smooth running of this busy office. Key Responsibilities: Reception: Consistently deliver an excellent and professional front of house (FOH) experience to all visitors, guests, and employees in the office. Act as the central point of contact for all reception activities and FOH operations Register, meet, and greet visitors / guests and provide refreshments. Answer all incoming calls to the London main line including taking messages and redirection of calls. Management of all meeting rooms including booking the rooms and clearing up after the meetings. Ensuring all crockery is put into the dishwasher throughout the day. Assist in the coordination of meetings when necessary. Support office colleagues with organising office events including breakfasts / lunches of which a limited number may be in evenings Accept, distribute, and prepare mail and delivery of packages, including liaising with couriers. Wealth Management Team Support the wealth management team with diary and travel management, expense preparation and errands. Support the wealth management team team with filing, preparation of PowerPoint presentations and other admin tasks. Office Management: Support the office manager to order, maintain and dispatch office supplies including snacks / milk / drinks for the office, and refilling printers etc. Support the office manager with office admin tasks, e.g., health and safety matters and maintenance for the office. Support the office manager with any other ad hoc projects / requests, such as dealing with expense preparation, going to the post-office, dealing with ad-hoc errands when required. Support the office manager with ad-hoc / limited travel arrangements, diary support, filing and other admin tasks. Essential Skills & Experience: Customer orientated with a passion for high-level service, highly professional and service orientated. Flexible, approachable, adept at working under pressure and demonstrates a 'can do' attitude. Clear and professional telephone manner and overall communication skills. Good general office admin skills/experience and experience with MS Office, MS Outlook and PowerPoint. Self-motivated with the ability to multi-task and effectively prioritize tasks. Ability to work on own with minimal need for supervision and enjoys working collaboratively with others in a team to achieve results. Proactive and able to problem solve. If you would like to apply for this position then please submit a copy of your CV to Josie at Artemis Recruitment.
Our client is looking for a Wealth Management Administrator to join their team in Epsom, Surrey, Key Responsibilities: Prepare and package financial planning reports for the Financial Planners and their clients Preparation of transactional templated client letters, such as letters of authority, change of address and client disengagement letters Liaise with product providers to obtain fees and charges on specific products Obtain and assist with the completion of application/instruction forms and fact finds Obtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources Uploading plan statements and other documents to client records following agreed naming conventions Maintain accurate client information and record client interaction on the back office system Assist with the onboarding process of new clients Assist with the annual review process of existing clients Any additional ad-hoc requests and support on company projects as and when required Candidate Specification: Essential Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools. Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business. Ability to consistently deliver within service standards. Excellent organisational skills, flexible and proactive approach to getting the job done. Strong interpersonal skills, both written and verbal communication. Accuracy and attention to detail to balance demands of role. Desire to learn and build skills and ability through Personal Development Plan. Desirable Previous experience of working in similar role Previous experience of working within financial services Experience of working in a small to medium sized financial services environment Experience of working in an environment of significant change Knowledge of Financial Services Industry If you are interested in this position, please submit a copy of your CV to Josie at Artemis Recruitment.