Reception Administration Assistant

Job Title: Reception Administration Assistant Industry: Financial Services Location: Poole Salary: Up to £25,000 Reference Number: 14388 Job Description: If you have experience working in a Wealth management firm or have an interest in working within the industry, then this opportunity is for you. Recruit UK are working on an excellent opportunity for a Reception Administration Assistant in Poole to join a prestigious Wealth Management Firm. The company has offices across the UK and pride themselves on offering their clients personalized and professional service, putting a focus on the client’s needs. You will be supporting the Wealth Management and Investment Management team with reception and administration duties. The role will include but not limited to:

• Liaising with clients via telephone and in writing
• Preparation of suitability reports and preparing letters
• Photocopying, scanning, collating and dispatching reports and other documents
• Preparing client paperwork
• Book client meetings and manage the Investment / Wealth Managers diaries
• Meet and greet clients and colleagues
• Prepare meeting rooms and take minutes

What’s in it for you:

• Opportunity to join a prestigious Wealth Management Firm
• A Competitive salary of £25,000 (depending on experience)
• Chance to join a growing, successful team

  Skills and experience required:

• Experience working in a Wealth Management firm – Desirable
• Reception or administration experience able to manage own workload – Essential
• Good knowledge using excel and word- Essential
• Strong organization and inter-personal skills – Essential

About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a prestigious Wealth Management firm based in Poole on a Reception Administration Assistant.   Our commitment to you:

• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the job market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

This position is now filled. If you are looking for a position like this, then visit our career consultation page and book a talk with one of our experts to find the perfect job for you.