Receptionist administrator

Receptionist / Administrator Location: Epsom, Surrey Salary: GBP23,000 - GBP25,000 (DoE) Hours: Monday ndash; Friday (9am ndash; 5pm) We are a leading Financial Services company who provide financial advice to clients regarding their investments, retirement planning, and financial planning solutions are looking for a confident, professional individual to join the team as our Receptionist / Administrator. You will enjoy working in a busy office environment, where your professional and resourceful approach will be welcomed by colleagues and clients. You will be responsible for a range of Reception Administrative duties including: * Welcoming all visitors to the office, providing a high level of customer service * Arranging client meetings, confirmation reminders, including preparation of agendas client packs * Dealing confidently and effectively with client enquiries * Managing the database of clients using Salesforce CRM. You will be creating and updating records and accurately inputting information into the system * Handling all incoming post / scanning and logging to client files * Managing office supplies, including stationery orders * Liaising with third parties to gather information, ensuring client requests are actioned with a professional and efficient manner * Communicating with internal administration teams to resolve queries * Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment. The Person: Receptionist / Administrator. You will be self-motivated and ambitious with the ability to adapt, and a willingness to take on responsibility. In addition, you will need: * Minimum 2 years work experience as a Receptionist / Administrator or within an office support role. Financial Services experience is useful but not essential * GCSE Grade C or above in English Maths * Excellent customer service and the ability to build rapport and manage client relationships * Strong attention to detail and a proactive approach * Good time management and planning skills * Strong working knowledge of Excel, Word, and other Microsoft Office Programs. Salesforce experience would be advantageous * It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion. KG Associates is a leading Practice within St. James rsquo;s Place plc a highly regarded FTSE 250 wealth management company. Please note that a standard Financial and Identity check in undertaken on any candidate offered a role. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green #39;apply to this job #39; at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment