Receptionist - Client Services

Job description
Role Summary

We are seeking a highly organized and analytical individual to coordinate client meetings, manage appointment schedules, and facilitate onboarding processes. The ideal candidate will have excellent customer service skills, be solutions-focused, and possess strong prioritization abilities.

The Role
Coordinate client meetings and manage appointment schedules
Greet visitors warmly and handle incoming phone calls
Set up meeting rooms and oversee bookings for our accounting team
Facilitate onboarding processes and maintain client/job documentation
Conduct Anti-Money Laundering (AML) procedures, including ID and Proof of Address verification, while updating documentation protocols
Maintain an organized database and ensure office supplies are adequately stocked, including stationery orders
Keep the office environment presentable through minor cleaning tasks, dishwashing, and plant care
Participate in social club activities to foster team spirit
Assist with printing, scanning, and sending documents as needed
What We Desire
Solutions Focused: You're one of those people who looks for the bright side of the equation no matter the challenge ahead.
Analytical Problem Solver: You know what questions to ask in order to get the job done.
Cool Head: You keep calm when it gets hot around here.
Prioritization Expertise: Your ability to prioritize is considered second to none.
Values-Led: You embody our shared values and intent, taking care of each other while pushing hard for results and efficiency.