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Role Purpose
Reporting to the Client Support Manager, the ideal candidate will ensure the smooth day-to-day running of the London office while supporting the delivery of financial planning and advice to clients through the efficient and timely management of tasks.
Key Responsibilities
- Opening, sorting, scanning and distributing incoming and outgoing post to the relevant members of the team
- Meeting and greeting guests and ensuring meeting rooms are clean, tidy and well presented
- Screening calls and taking detailed, accurate messages where necessary
- Photocopying, scanning, binding and filing company documents
- Arranging couriers
- Supporting marketing initiatives where needed, including client milestone gifts and cards
- Keeping the office organised, tidy and well presented
- Monitoring stock levels and ensuring sufficient supplies are available for day-to-day administration and upcoming events
- Assisting the IT team with new starter welcome packs and laptop setups
- Carrying out any other reasonable duties as requested by line management or the Directors
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Key Attributes
- The ability to communicate well at all levels
- Politeness and confidence in handling incoming phone calls
- Responsive, proactive and solutions-oriented
- Organised
- Methodical and ability to prioritise and manage a range of tasks
- Ability to work well within a team in addition to working on your own and using initiative
- IT literate with basic skills in MS Word, Powerpoint and Excel
- Act with integrity, honesty, due diligence and professionalism always
- Excellent written and verbal communication skills
- A desire to learn and grow as an individual
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Benefits
- Discretionary bonus entitlement: up to 20% of salary contingent on individual and company KPIs being achieved (as agreed annually)
- Participation in the company EBT
- Pension: 6% Employer contributions.
- Life Cover: 4x Salary
- Annual leave: 25 days' pro-rated (plus bank holidays). The office closes between Christmas & New Year and doesn’t impact your allowance.
- Paid 2 days leave for volunteering
Application
Please either apply via LinkedIn or send your CV to careers@mkcwealth.co.uk
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