Receptionist

St. James's Place Wealth Management; Lancashire; On-site; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Being part of a friendly team

Extend your skills and experience

Competitive remuneration and benefits

25 days holiday per year, plusBirthday

Job summary

St. James's Place Wealth Management in Chorley, Lancashire is seeking a professional Receptionist to manage front desk, phone calls and support the team with admin tasks in a busy office.

The role includes meeting room preparation, client hospitality, data entry, filing and general office duties, with full training provided. A friendly, discreet approach is essential for delivering a high-quality service.

Qualifications

• Receptionist or office administrator experience in a professional office environment
• Organised and tidy with good attention to detail
• Excellent telephone manner and strong communication skills
• Confident, discreet and able to handle client enquiries
• Good grounding in Microsoft Word, Outlook; CRM software ideally Salesforce; Excel helpful

Responsibilities

• Full reception duties: answer the phone, take messages
• Prepare client teas/coffee and set up meeting rooms
• Be a friendly contact for client enquiries as needed
• Assist team with day-to-day office tasks
• Update and maintain databases and filing systems
• General administrative tasks
• Prepare information for meetings
• Keep electronic filing tidy and manage post

Job description

Receptionist

Location: Chorley, Lancashire

Salary: Up to £27,000pa depending on experience

Full-time - in Office

Working as part of the team at an Appointed Representative of St. James s Place Plc.

The Role: Receptionist

This role is more than just manning the front desk and answering the phone. You will be helping with other administrative tasks for the team which makes this an interesting and varied position, and will appeal to someone with a can do attitude.

Specifically, your role will involve:

• Full reception duties, answering the phone, taking messages, making client teas and coffees, preparing meeting rooms for client visits
• Being available as a friendly point of contact for client enquiries as and when necessary
• Helping other members of the team with day-to-day office support duties when required
• Updating and maintaining Databases and filing systems
• General administrative tasks
• Preparing information for meetings
• Ensuring the electronic filing system is kept tidy and well organised
• Managing incoming and outgoing post.

Full training on telephone and computer systems will be given.

About you:

We are looking for someone who:

• Has work experience as a Receptionist and or Office Administrator in a professional office environment
• Is organised and tidy
• Has good attention to detail
• An excellent telephone manner
• Enjoys dealing with people and has first class communication skills
• Is confident and can work with total discretion

A good grounding in Microsoft Word, Outlook and Client Relationship Management Software, ideally Salesforce is essential
Although not a requirement for the role, an ability to use Microsoft Excel and other Microsoft Office Programs would be useful.

The Rewards:

• Being part of a friendly team and a positive working environment
• The chance to extend your skills and experience
• A highly competitive remuneration and benefits package
• 25 days holiday per year, plus Birthday, in addition to annual office closure over the Christmas/New Year period which does not come out of holiday entitlement.

St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.

SJP has funds under management in excess of £240 billion. This business is well established and highly successful.

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.