Reception and Front Office Management:
Visitor and Client Handling:
Greet and welcome clients and visitors in a professional and friendly manner.
Direct clients to the appropriate departments or personnel as required.
Answer and direct phone calls, providing information or taking messages as necessary.
Handle incoming and outgoing mail and packages, ensuring timely distribution.
Meeting and Conference Room Management:
Assist in coordinating meeting schedules and booking conference rooms.
Ensure the meeting rooms are prepared and organized before client meetings or internal discussions.
Appointment Scheduling:
Schedule appointments for clients, team members, and management.
Ensure all appointments are logged accurately and updated in the calendar system.
Data Entry and Administrative Support:
Data Entry:
Input client information, transaction details, and other relevant data into the firm’s CRM and back-office systems.
Maintain and update client databases, ensuring that records are accurate, complete, and in compliance with regulatory standards.
Assist in data verification, ensuring the accuracy of entries for various reports or client transactions.
Document Management:
Maintain physical and digital filing systems, ensuring that documents are organized and easily accessible.
Prepare, scan, and upload necessary documents into the firm’s database for proper storage.
Assist in preparing reports, spreadsheets, and other documents related to data entry tasks.
Report Generation:
Support the generation of regular reports (such as client activity, daily operations, etc.) by extracting and inputting data into the required templates.
Ensure timely and accurate completion of reports for internal use or regulatory compliance.
Support for Back-Office Operations:
Client Onboarding:
Assist in processing client account opening forms, KYC documentation, and other regulatory paperwork.
Verify that all necessary information is collected, accurate, and properly filed.
Communication and Coordination:
Coordinate with various departments (Compliance, Operations, HR, etc.) to ensure smooth processing of client-related activities.
Handle internal and external inquiries via phone, email, or in-person, ensuring prompt responses and follow-ups.
Assist with Miscellaneous Tasks:
Provide support for office staff with administrative and clerical tasks as needed.
Assist with inventory management, ordering office supplies, and maintaining a clean and organized office environment.