Front Desk & Admin Assistant - Financial Services

Project People; Carlisle; On-site; GBP 18,000 - 24,000; Full time

Job summary

Project People in Carlisle is seeking a professional receptionist to be the face and voice of the business, greeting clients and maintaining front-of-house operations.

You will provide essential administrative support for our financial products, manage daily post, records for SIPP and liaise with advisers, banks, and pension scheme members, while ensuring compliance with legislation and company standards.

Qualifications

• Previous receptionist/front-of-house experience preferred.
• Strong time-management and organisational skills.
• Proficiency in Microsoft Office suite.

Responsibilities

• Delivering exceptional service to customers and ensuring they are treated fairly and professionally
• Maintaining accurate, comprehensive, and up-to-date records for SIPP and other company products
• Liaising with Financial Advisers, banks, financial institutions, and pension scheme members on administrative matters
• Ensuring all tasks strictly adhere to current legislation and internal company standards
• Maintaining a high standard of quality and accuracy across all administrative daily workflows
• Actively monitoring, prioritizing, and managing incoming email correspondence
• Efficiently answering, logging, and directing incoming calls to the correct business areas
• Handling the end-to-end processing of daily post, including opening, logging, sorting, franking, and bulk mailing
• Setting up, inspecting, and preparing the reception area and meeting rooms for the day
• Greeting visitors in a professional manner, offering refreshments, and notifying meeting coordinators of their arrival
• Monitoring and managing stock control for stationery and non-stationery items, and placing orders
• Distributing milk, stationery, and non-stationery products across the building accordingly

Skills

Interpersonal skills

Attention to detail

Time management

Professional demeanor

Tools

Microsoft Office

Word

Excel

Outlook

Job description

Project People in Carlisle is seeking a professional receptionist to be the face and voice of the business, greeting clients and maintaining front-of-house operations.

You will provide essential administrative support for our financial products, manage daily post, records for SIPP and liaise with advisers, banks, and pension scheme members, while ensuring compliance with legislation and company standards.