Financial Services Administrative Assistant / Receptionist Job at Robert Half (Lancaster)

Receptionist / Administration Intern

Kepler Cheuvreux is a leading independent European financial services company th...

Location

United Kingdom , London

Salary:

Not provided

CLSA

Expiration Date

Until further notice

Requirements

You must be based in London and allowed to work in the UK
You are either a student with at least 2-3 years of post-secondary education or an early-career professional seeking their first opportunity
Excellent communication skills
Ideally previously worked within a Financial Institution or Professional services organisation
Good level of Excel
Good working knowledge of Outlook, Word and Powerpoint

Job Responsibility

Answering the mainline in a timely manner, responding or referring inquiries. Transferring calls, taking messages where necessary
Welcome visitors and clients by greeting them and showing them to the meeting room
Setting-up meeting rooms for external and internal events
Schedule external & internal meetings, VC’s & conference calls, confirming meeting details and send calendar invites, as well as assist with the preparation of meeting materials and agendas as of when needed
Team admin support for all office including photocopying, scanning, binding presentations
Book and arrange UK & international couriers, keeping a log of all jobs
Handle incoming and outgoing correspondence, including post, parcels and invoices
Maintaining stationary supplies and fridges are fully stocked, ensuring stock spreadsheet is updated accordingly
Helping the HR/Administration Manager with the daily business and recurring tasks such as maintenance, waste management, safety, and fire equipment inspections, coordinating with external vendors
Reviewing & processing expense claims, ensuring claims are in line with Company policy

Fulltime

Receptionist

Located in listed offices in Billericay, our client is a well-established financ...

Location

United Kingdom , Billericay

Salary:

14.00 GBP / Hour

Office Angels

Expiration Date

Until further notice

Requirements

Strong organisational and multitasking abilities
Excellent communication skills
Proficiency in managing client meetings and documentation
Ability to maintain accurate records and update clients
Proactive and forward-thinking

Job Responsibility

Opening and closing the office
Greeting client walk-ins and offering assistance
Welcoming clients attending appointments with Advisers and offering refreshments
Answering and directing all incoming calls
Scanning and electronically filing client documentation
Managing incoming and outgoing mail for the office
Monitoring and maintaining office supplies, ensuring adequate stock
Keeping the reception and communal areas tidy and presentable at all times
Supporting the wider team with general administrative tasks as required
Booking meeting rooms and coordinating appointment schedules

Fulltime

Reception & Client Manager

Our client is looking to recruit a dynamic and motivated Reception & Client Mana...

Location

United Kingdom , Ashford

Salary:

26000.00 - 28000.00 GBP / Month

Office Angels

Expiration Date

Until further notice

Requirements

Previous experience in a front-of-house or customer service role
Strong communication skills and the ability to interact effectively with diverse individuals
Proficient in administrative tasks and familiar with basic financial management
You must be confident, adaptable, and ready to tackle any challenge with a smile
Your keen eye for detail will help maintain high standards across all areas of the business centre
You are motivated and eager to contribute to the wider goals of the organisation while ensuring exceptional client service.

Job Responsibility

Welcoming visitors: Greet and assist all visitors and tenants, ensuring a warm and friendly atmosphere
Maintain standards: Manage the ground floor reception, meeting rooms, and breakout areas, keeping them impeccably presented and maintained at all times
Operational support: Work closely with the Operations and Commercial Directors to facilitate the day-to-day operations and sales of the centre
Customer engagement: Build strong relationships with business centre clients, gathering feedback to enhance their experience continuously
Administrative excellence: Ensure a professional reception in line with company policies, capturing meeting room bookings and additional services for accurate invoicing.

What we offer

25 days annual leave
free parking
private health care
life assurance
free annual eye test
discretionary annual bonus

Fulltime

Receptionist and Office Manager

Join Our Team as a Receptionist and Office Manager in Mayfair! Our client is one...

Location

United Kingdom , London

Salary:

25000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Strong organisational skills and attention to detail
Excellent communication skills, both written and verbal
Proficiency in time management and the ability to juggle multiple tasks
Experience in front office reception and general office management
A proactive attitude and willingness to travel if needed

Job Responsibility

Front office reception: Answering calls, taking messages, and directing them to the right team member
Email management: organising correspondence and ensuring timely responses
Meeting preparation: Ordering lunches, setting up rooms, and ensuring everything runs seamlessly
Office management: Keeping track of stationery, equipment, and managing inventory
Visa processing: Liaising with international offices and assisting with visa applications
Financial support: Monthly reconciliation of office accounts and petty cash reporting
Travel arrangements: Managing flight bookings for various locations, including London and Dubai
Vendor management: Handling courier accounts and local services
Administrative support: Assisting with document management and other ad-hoc tasks

What we offer

25 days of annual leave
Bupa medical coverage
Travel insurance
Gym allowance
Discretionary bonus

Fulltime

Part Time Receptionist

We are seeking a professional, personable, and highly organized Part-Time Recept...

Location

United States , San Diego

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

1+ year of receptionist, front desk, or administrative experience preferred
Prior experience in financial services, wealth management, or professional services strongly preferred
Strong communication and interpersonal skills with a client-first mindset
Highly organized with strong attention to detail and follow-through
Comfortable handling confidential and sensitive information
Proficient with Microsoft Office Suite (Outlook, Word, Excel)
Professional appearance and demeanor

Job Responsibility

Greet clients and visitors with professionalism and a welcoming demeanor
Answer and route incoming calls
respond to general inquiries or direct appropriately
Manage front desk operations and maintain a polished, organized reception area
Schedule client meetings and assist with calendar coordination for advisors
Support client intake processes, including collecting and organizing documentation
Handle incoming/outgoing mail, deliveries, and courier services
Assist with basic administrative tasks such as filing, scanning, and data entry
Maintain confidentiality of sensitive financial and client information at all times
Coordinate meeting room setup and ensure readiness for client appointments

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Parttime

Receptionist

Our client, a leading international investment bank, is seeking an organized, po...

Location

United States , New York

Salary:

70000.00 - 75000.00 USD / Year

Solomon Page

Expiration Date

Until further notice

Requirements

Candidates who speak Japanese are a plus
Bachelor’s degree from an accredited college or university
Minimum 2 years of receptionist or administrative experience, preferably within financial services
Exceptional interpersonal, verbal, and written communication skills
Proficiency in Microsoft Office Suite including Outlook, Teams, Word, and Excel
Strong organizational skills with excellent attention to detail
Ability to multitask and prioritize effectively in a fast-paced environment
Professional demeanor, appearance, and customer-service mindset
Ability to handle confidential and sensitive information with discretion
Team-oriented attitude with flexibility to assist across functions when needed

Job Responsibility

Greet and welcome clients, guests, and employees with professionalism and warmth
Answer and direct incoming calls to the appropriate departments and personnel
Manage conference room scheduling, setup, breakdown, and supply organization
Coordinate incoming/outgoing mail, packages, courier services, and deliveries
Maintain the appearance and organization of the reception and common areas
Provide administrative support including data entry, document management, photocopying, and filing
Liaise with building management and internal teams to address facility-related issues
Manage visitor registration, lobby security systems, guest access, and visitor logs
Assist with preparation and distribution of internal and external communications
Support office management projects, company events, and team functions as needed

What we offer

some OT
discretionary bonus
401k
benefits

Fulltime

Receptionist

An excellent opportunity to join a forward-thinking and fast-paced medical compa...

Location

United Kingdom , London

Salary:

13.00 - 15.00 GBP / Hour

Office Angels

Expiration Date

Until further notice

Requirements

Experience working as a Receptionist/Front of House within a professional environment
A friendly and approachable demeanour with strong interpersonal skills
A commitment to maintaining a smart, professional appearance and demeanour at all times
Excellent organisational skills with the ability to multitask effectively
Experience in a healthcare or patient-facing role is preferred
A proactive attitude and the ability to work both independently and as part of a team

Job Responsibility

Welcoming Visitors: Greet all patients and visitors warmly, ensuring they feel comfortable and valued
Patient Registration: Accurately register all patients on the Electronic Patient Record, maintaining attention to detail
Communication: Record the details of patients and their purpose of visit, relaying this information promptly to the appropriate team members
Patient Journey Support: Assist in guiding patients through their experience, keeping them informed about next steps in their care process
Consultant Notifications: Ensure that nursing staff are made aware of patients waiting to be assessed before seeing a consultant
Diagnostic Requests: Action request forms for testing and diagnostics as instructed by consultants
Service Promotion: Actively promote in-house services, especially Pharmacy, and gather feedback from patients
Financial Responsibilities: Collect billing information and patient consents, prepare invoices/quotes, and handle payments in a timely manner

What we offer

Competitive pay rates
Opportunities for growth and development

Fulltime

Administrator - Receptionist

Brook Street Recruitment is working with our Belfast client to recruit a full ti...

Location

United Kingdom , Belfast

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Previous experience in a receptionist, administrative, or front‑of‑house role
Exceptional communication skills, both verbal and written
Strong organisational skills with the ability to prioritise effectively
Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
Professional, polished, and client‑focused demeanour
Ability to work autonomously and as part of a team

Job Responsibility

Call-handling of company switchboard calls - answer, screen and forward when necessary
Dealing with clients that call to reception in a professional and courteous manner, welcoming them, directing them and announcing them appropriately
Update appointment calendars and schedule meetings/appointments
Provide assistance for meeting room bookings and catering as required and to liaise with relevant parties to ensure the delivery of a professional service
Maintain safe and clean Reception area
Overseeing facilities within the office and reporting to the necessary departments
Scanning all incoming and outgoing post when required
Receive and sort daily mail/deliveries and couriers
General administrative duties within the Wealth Management and Financial Advisory businesses
Update client records as required within the company systems

What we offer

City centre location
Free access to an onsite gym
Impressive social calendar

Fulltime

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Financial Services Administrative Assistant / Receptionist

Job Description

Job Responsibility

Requirements

What we offer

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