Receptionist Back Office

4 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 compliance-related 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

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