About the Company
Barclays Wealth Management is a leading global wealth manager, providing comprehensive financial solutions to high-net-worth individuals and families. With a legacy of trust and innovation, we are committed to helping our clients achieve their financial ambitions through personalised advice, sophisticated investment strategies, and exceptional client service. Join our Truro office and become part of a professional team dedicated to excellence.
Job Description
We are seeking a highly professional and organised Wealth Management Receptionist to join our esteemed corporate environment in Truro. This pivotal role is the first point of contact for our valued clients, partners, and visitors, setting the tone for their experience with Barclays Wealth Management. You will manage a busy reception area, provide administrative support, and ensure the smooth operation of our front office. The ideal candidate will possess excellent communication skills, a meticulous approach, and a strong commitment to client confidentiality and service.
Key Responsibilities
- Warmly greet and welcome all clients, visitors, and employees in a professional manner.
- Manage incoming calls, direct them appropriately, and take accurate messages.
- Coordinate and schedule appointments, meetings, and conference room bookings.
- Maintain the reception area, ensuring it remains tidy, presentable, and well-stocked.
- Handle incoming and outgoing mail, couriers, and deliveries.
- Provide administrative support to the wealth management team, including data entry, filing, and document preparation.
- Assist with office supplies management and inventory.
- Maintain strict confidentiality of client information and sensitive data.
- Adhere to all company policies, procedures, and regulatory requirements.
- Act as a brand ambassador, reflecting the professional image of Barclays Wealth Management.
Required Skills
- Proven experience in a reception, administrative, or client-facing role, preferably within a corporate or professional services environment.
- Exceptional verbal and written communication skills.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Strong organisational skills with the ability to multitask and prioritise effectively.
- A professional demeanour and a strong commitment to customer service.
- Discretion and the ability to handle confidential information with integrity.
Preferred Qualifications
- Experience within the financial services or wealth management industry.
- Familiarity with CRM systems or similar client management software.
- A-levels or equivalent qualification.
Perks & Benefits
- Competitive annual salary.
- Comprehensive health and wellness benefits package.
- Generous paid time off and holidays.
- Pension scheme with company contributions.
- Opportunities for professional development and career growth.
- Employee assistance programme.
- Discounted banking services and products.
How to Apply
If you are interested in this position, please click the "Apply Now" button below. To ensure your application is properly considered, please prepare the following:
- An up-to-date Resume or CV
- A brief cover letter summarizing your experience and motivation
Applications are reviewed on a rolling basis. Only shortlisted candidates will be contacted for an interview.
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