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Job Description
Role Overview
Act as the first point of contact for all staff and visitors to our Head Office ensuring exceptional customer service during all interactions. Maintain a welcoming and organised front of house and client areas and provide administrative/clerical support to all staff and clients.
Key Responsibilities
- Greet, direct and verify the identity of all visitors to the office.
- Maintain the reception and client areas keeping them tidy, organised and welcoming for staff and visitors.
- Answer and manage incoming phone calls, taking messages and transferring as required.
- Provide overflow support to our main switchboard and voicemail service during busy periods or times of absence.
- Schedule and coordinate meeting room bookings as required.
- Provide refreshments for visitors as and when needed.
- Support the Concierge and Security staff in managing clients and visitors whilst on site.
- Manage incoming mail and deliveries.
- Support the Facilities department in delivering an efficient service to internal and external clients to include coordinating work with third party suppliers.
- Assist in raising Purchase Requests via our accounts payable system (SAP Concur) as and when requested.
- Provide administrative support to the Facilities Helpdesk.
- Have a basic understanding of Health & Safety at work.
- Provide new starters to the business with their initial Health & Safety induction, site familiarisation and issue and manage their security access pass.
- Provide cover and support to Reception colleagues during holidays and break times.
- Arrange taxis for staff and visitors as needed.
Regulatory Responsibilities ¦ Compliance/T&C
- Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
- Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.
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About You ¦ Qualifications, Skills, and Strengths
- Computer Literacy: proficiency in using Word, Excel, Outlook and Office Suites.
- Ability to work to tight deadlines with consistent accuracy.
- Excellent attention to detail and presentation.
- Strong communication and interpersonal skills (verbal and written).
- Adaptability.
- Client-focused work as part of a team.
- Confidence to suggest ways of improving the service currently offered.
- Proven ability to take the initiative.
At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.
To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.
The Company
At TrinityBridge we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.
We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.
We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.
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Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.
We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.
We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.
We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at TalentAcquisition@trinitybridge.com.
Equal Opportunities
As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.
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