Front Office Executive

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.