Wealth of Advice, Swale House, Mandale Business Park, Durham, DH1 1TH
We are looking for a friendly, professional, and highly organised individual to join our team as a Front of House Administrator. This is a key role within the business, providing a warm welcome to clients and visitors while ensuring the smooth and efficient running of our reception and administrative functions.
As the first point of contact for the company, you will play an important role in delivering exceptional customer service, maintaining effective communication, and supporting the wider team with a variety of administrative responsibilities. The successful candidate will be approachable, well-mannered, proactive, and able to manage multiple tasks with excellent attention to detail.
Responsibilities will include:
• Act as the first point of contact for the business, professionally answering and directing incoming telephone calls.
• Manage all incoming correspondence, including logging, scanning, and distributing mail to the appropriate team members.
• Handle outgoing post, ensuring all mail is franked accurately and taken to the post box each day.
• Welcome clients and visitors in a friendly, professional manner, providing refreshments for meetings where required.
• Coordinate adviser diaries and manage boardroom bookings to ensure efficient scheduling of meetings.
• Send appointment confirmations and arrange automated text message reminders for clients.
• Maintain accurate records of client communications, including emails, telephone calls, and face-to-face enquiries.
• Monitor office and kitchen supplies, maintaining stock levels and arranging orders when required.
• Provide general administrative support, including scanning, photocopying, document preparation, and setting up meeting rooms for client appointments.
• Process and reconcile petty cash transactions in accordance with company procedures.
• Support the wider team with a variety of office administration tasks to ensure the smooth day-to-day running of the business.
• Support at inhouse events/ seminars
Essential: Previous experience in an office environment
Essential: Competent with Microsoft Office
Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. This website is for information purposes only and is not personal advice.
We are committed to providing products and service of the very highest standards. If you feel that we haven't lived up to your expectations in any way, however, we would like to know so we can put things right for you. If you have a complaint, make sure you contact us directly. Accordingly, we will do all we can to resolve your complaint by the end of the next business day. However, if we can't do this, we will write to you within five working days to tell you what we have done to resolve the problem, or acknowledge your complaint and let you know when you can expect a full response. Furthermore, if we haven't issued our response within eight weeks from the date you first raised your complaint, or if you're dissatisfied with our response, you can ask the Financial Ombudsman Service - www.financial-ombudsman.org.uk - for an independent review. The Financial Ombudsman Service will only consider your complaint once you've tried to resolve it with us, so please take up your concerns with us first and we'll do all we can to help.
Wealth of Advice Ltd is a company registered in England and Wales, company number 07709624.
VAT Number: GB131946515