Receptionist Back Office

7 days ago


Waghodia Road Vadodara Gujarat, India Pramesh Wealth Pvt Ltd. Full time

A back office/receptionist role in financial services typically involves a variety of administrative tasks to support the smooth operation of the office and to ensure clients receive excellent service.

Here's a general outline of what such a role might entail:

Responsibilities:

-
Reception Duties:

  • Greeting clients and visitors in a professional and friendly manner.
  • Answering phone calls and directing them to the appropriate person or department.
  • Managing incoming and outgoing mail and packages.
-
Administrative Support:

  • Assisting with scheduling appointments and meetings.
  • Managing office supplies and inventory.
  • Data entry and maintaining accurate records in databases or spreadsheets.
  • Handling basic bookkeeping tasks such as invoice processing or expense tracking.
  • Assisting with the preparation of reports, presentations, and other documents.
-
Client Support:

  • Providing assistance to clients with inquiries or requests.
  • Ensuring client information is kept confidential and secure.
-
Operational Support:

  • Supporting the operations team with various tasks such as processing paperwork or updating client files.
  • Liaising with other departments within the organization to ensure smooth workflow and communication.
-
Compliance and Regulatory Tasks:

  • Assisting with compliancerelated tasks such as gathering required documentation from clients.
  • Ensuring adherence to company policies and procedures as well as relevant regulatory requirements.

Skills and Qualifications:

  • Excellent communication and interpersonal skills.
  • Strong organizational skills and attention to detail.
  • Ability to multitask and prioritize tasks effectively.
  • Basic knowledge of financial services and terminology may be preferred but not always required, as training can be provided.
  • Discretion and professionalism when handling sensitive information.
  • Previous experience in a similar administrative or customer service role may be advantageous.


Overall, a back office/receptionist role in financial services is essential for maintaining efficient office operations and providing support to both internal staff and external clients.

It requires a combination of administrative skills, customer service abilities, and a strong attention to detail.

Pay:
From ₹10,000.00 per month

Schedule:

  • Day shift

Education:

  • Bachelor's (preferred)

Experience:

- total work: 1 year (preferred)

Work Location:
In person

  • Waghodia Road, Vadodara, Gujarat, India Pramesh Wealth Pvt Ltd. Full time

    A back office/receptionist role in financial services typically involves a variety of administrative tasks to support the smooth operation of the office and to ensure clients receive excellent service. Here's a general outline of what such a role might entail: **Responsibilities**: - **Reception Duties**: - Greeting clients and visitors in a professional...


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