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Senior Receptionist/Telephonist & Office Services Coordinator
Posted 2 days ago by Seven Investment Management LLP
To manage and take ownership of the smooth and professional running of the Front of House area and 4 meeting rooms, whilst managing the daily Office Services administrative tasks. Delivering excellent client service that will create a memorable first and lasting impression of the company. This role will have a Telephonist & Reception Coordinator individual reporting into them and working alongside them.
As the team senior, you will oversee the professional management of the STORM telephony system; ensuring all incoming calls into the main 7IM, PWM & Amicus (7IM Group) switchboard (London & Edinburgh offices), are answered in a timely manner, routed correctly and messages received are passed on accurately. Current calls are per month (avg. 75-100 per day).
The key responsibilities listed below will be managed by this role and shared with the Telephonist & Reception Coordinator.
Responsibilities
- Manage the Reception & Telephonist Coordinator role, supporting the daily functions of the running of both services.
- Oversee the Telephony for the main 7IM/PWM London & Edinburgh switchboards, with the main Telephonist role reporting into you.
- Coordinate the daily tasks for the reception team and divide amongst both.
- In absence of the Telephonist, to cover the switchboard and manage incoming calls efficiently.
- Plan ahead to ensure that the phones and meetings/events are covered
- Meet and greet external visitors in a professional manner, liaise with the 7iM member of staff due at each meeting.
- Maintain the meeting rooms, ensuring that they are clean, fully stocked (pens, pads, coasters, etc) and set with refreshments/catering prior to the arrival of external guests (to include lunches when requested by the meeting host)
- Call handling (clear and concise message taking, passing messages on to the relevant individual in a timely manner and transferring calls to internal staff)
- Assist with the set up of large catered events up to 50 people for client/staff breakfasts & lunches and possible evening works on some occasions (rarely).
- Oversee Daily task of generating new clients 'Welcome Letters'; includes creating letters, proof reading, printing and sending multiple letters daily.
- Arrange lunches for client meetings with external caterers and occasionally go out to purchase lunches for last minute lunch requests.
- Book couriers ensuring we maintain a low cost but efficient service (keep a log off all couriers booked)
- Responsible for the incoming and outgoing mail deliveries, ensuring a same day processing SLA of all incoming mail.
- Offer general help to all visitors where appropriate (i.e., book taxis, offer directions to nearest public transport/local amenities if prompted).
- Maintain a clean and tidy reception area at all time, ensure the most current literature is on display and newspapers/magazines are current.
- Maintain stock levels of the tea, coffee, and biscuits, ordering more stock as and when required.
- Document Editing - creating PDFs, printing, scanning, binding and supporting the business where needed with administrative tasks.
- Coordinating 'New Starter' Office inductions - Health & Safety tour of the office and arranging new starter passes and keeping a log of these.
- Super user for the company's desk booking system (Condeco).
- Oversee monthly Credit Card Reconcilement for Princes Exchange.
- Coordinate the management of off-site storage recalls/submissions to 'Restore' when requested by the business.
- Raise Purchase Orders when required following the company procedure.
- Book travel - in-line with the company travel policy and sustainability drive .
- Assist other business areas when needed.
- Completion of monthly reception and Office Services stats for MI reporting, including telephone stats.
- Project work as requested by the business such as file management, scanning, recalling client data, etc.
- Cover sickness and holiday of your peer.
- Hold bi-weekly 1-2-1 meetings with you direct report (if necessary).
- Review existing procedures and look to implement new initiatives that would enhance service delivered.
- Manage all absence and holiday requests following company procedure. Other duties as reasonably required by your manager.
- First Aid & Fire Marshal roles will be expected to be undertaken by this individual.
- Regular Compliance & Business Conduct training modules to be completed on a monthly basis.
- Subscribe to 7IM's VPV's.
Knowledge
- Intermediate competence of Microsoft Word, Excel and Outlook.
- Excellent organisational, time management and administrative skills.
- Knowledge of Financial Services would be beneficial, although not essential.
Qualifications
- Educated to GCSE level or equivalent.
Skills/Other relevant information
- Ability to provide 5-star service, which reflects the professional image of the Company, in this front of house role, through their appearance, conduct, can-do attitude and flexibility.
- Excellent oral and written communication skills.
- Proactive approach with the ability to use own initiative.
- Able to participate and contribute as a valued member of the office services team.
- Ability to work under pressure and to remain focused.
- Excellent attention to detail.
- Ability to work autonomously.
- A warm friendly individual with genuine care.
Seven Investment Management LLP
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