At Acumen Financial Planning, you will find many factors that set us apart from other firms; our people, processes, values and ethos, all delivered in a professional yet down to earth manner.
Established in 2002, we are proud to be an Accredited and Chartered firm.
Our Mission is to empower clients to confidently achieve their full financial promise by delivering a holistic package of unique professional financial guidance in an accessible and approachable manner.
We require exceptional people to be part of our team. We would like to hear from people interested in being part of our team in our fast-paced and friendly environment, who share our values of being approachable, collaborative, and dedicated.
Job Purpose
Serves visitors by greeting, welcoming, and directing them appropriately; notifies company personnel of visitor arrival.
Main Duties
- Occasional reception cover and answering overflow calls
- Welcomes visitors by greeting them, in person or on the telephone; answering or referring inquiries to the appropriate parties.
- Directs visitors to appropriate people and or meeting rooms.
- Maintains security by following procedures; monitoring logbook; issuing visitor badges where appropriate.
- Maintains telecommunication system by following manufacturer’s instructions for house phone and console operation.
- Maintains safe and clean reception area. Maintains continuity among work teams by documenting and communicating actions, irregularities, and continuing needs.
- Contributes to team effort by accomplishing related results as needed.
- Provides refreshments as needed for visitors and assisting with catering requirements.
- Assisting with client and staff events
- Co-ordinate Staff Meetings
- Various facilities duties to ensure the smooth running of the office.
- Ensuring all office supplies and needs are kept up to date and well stocked.
- Various additional administration tasks
Responsibilities
- To satisfactorily complete all duties
- Maintain and build strong positive relationships with colleagues
Skills
- Telephone skills
- Excellent customer service skills
- Strong written communication skills
- Professionalism
- Customer Focus
- Microsoft Office Skills
How to Apply
A very competitive salary and benefits package is available to the right candidate. For more details, please email opportunities@acumenfp.com.
We are proud to be an equal opportunities employer and are committed to recruiting and developing a diverse team, inclusive of race, religion, age, gender, sexual orientation, and disability. If you have requirements in relation to accessibility or mobility, let us know in advance and we will do our best to support you during the recruitment process and any subsequent employment or placement with us.