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.