Receptionist with Financial Services Administrator Duties

Employer Location: DOWN
Phone Number: Show phone number
Email: View email address on jobapplyni.com

Job description

Receptionist with Financial Services Administration Duties.

Responsibilities

• Welcoming and greeting customers both on the telephone and in person.
• Redirecting telephone calls via the Switchboard to the appropriate person efficiently.
• Dealing with queries received via telephone in an efficient manner.
• Taking concise accurate messages and details in a professional manner and forwarding to the relevant Company Personnel.
• Ensure there is adequate cover when you are required to leave the reception desk maintaining security at all times.
• Manage Office Calendars to include booking client meetings.
• Deal with incoming and outgoing mail on a daily basis.
• Provide administrative support to Hanna Hillen Financial Services Financial Advisers and / or Support Team on a daily basis to ensure the smooth running of the business.
• Carry out reception duties as and when required by management to ensure the reception area is covered at all times.
• Deal with client enquiries and develop lasting business relationships with those clients in order to add and demonstrate value to the service provided.
• Manage the processing and ongoing case management of new business applications for Pensions, Investment, Life and Mortgages in a timely and accurate manner.
• Manage new business cycle to completion and proactively take action to chase information from product providers and clients.
• Maintain client information accurately on customised Back Office & Platform Software Systems.
• Manage client reviews via Back Office System, bringing files up to date in advance of meetings and preparing client valuations.
• Arranging appointments with the clients for Advisers (if requested to do so).
• Carry out Product research and liaise with Providers on an ongoing basis.
• Prepare client files in advance of meetings.
• Produce Illustrations and Valuation Reports for Advisers as required.

Skills and Qualifications

Essential Skills

• GCSE English and Maths Grades A Star - C.
• Have a competent level of computer literacy and be able to demonstrate a good working knowledge of MS Word, MS Excel, MS Outlook and data entry.
• Good oral and written communication skills.
• Willingness to learn and support the wider team.
• At least 6 months’ experience in a receptionist, administration or customer facing office role.
• Full training will be provided for our systems and processes.

Desirable Skills

• Previous reception experience and managing a Switchboard.
• Experience using back-office systems.

Further Information

Employee Benefits Package (in addition to salary) includes Group Pension Scheme, Group Life Assurance, Group Income Protection, Group Private Medical Insurance and Group Cash Plan.

Application Information

To request an Application Pack, please contact Hanna Hillen on Show phone number or e-mail View email address on jobapplyni.com