About our Practice
Financial Framework was established in 2013 with a goal to help our
clients build their financial future on solid foundations. We are a financial
advice firm who have a passion for helping people navigate their financial
world. Our mission is to create more fulfilling and secure lives for our
clients and we achieve our mission by leveraging our team’s expert knowledge
and resources to focus on achieving client goals and reducing complications.
Position Purpose
To act as the first point of contact at the front reception desk, maintaining a
professional and welcoming attitude at all times.
Responsibility 1 – Reception Duties
·Answer phones and direct incoming phone calls to the appropriate staff member
·Meet and greet clients upon arrival
·Prepare tea, coffee etc for clients
·Maintain boardroom and meeting rooms
Responsibility 2 – Facilitate the Coordination and Booking of Meeting Rooms
- ·Coordinate the diary for usage of meeting rooms
Responsibility 3 – Assist with the planning of and Facilitate client events & the coordination and booking of venues.
Responsibility 4 –
Administration Duties
·Manage Administration email account
·Manage any Microsoft Outlook related issues
·Preparation of general correspondence to clients and third parties
·Receive and open mail, distribute accordingly
·Prepare mail for posting
·Book couriers
·Printing paperwork required for meetings
·Ad hoc duties as requested
Responsibility 5 – Monitor
& Manage Office Supplies
·Monitor stock levels of stationery (paper, pens, printer cartridges etc)
·Facilitate the re-ordering of new stationery
Qualifications,
experience & skills
·Knowledge of Financial Planning profession
·Competency in use of Reception’s phone and related technology
·Sound knowledge of Microsoft Office Suite
·Sound written and oral communication skills
·High client service orientation and previous customer service experience
·Determination to deliver on personal goals and objectives
·Ability to work collaboratively in a professional team
·Self-motivated regarding personal and professional development
Core Competencies
The core competencies expected are:
·Managing Change: The ability to demonstrate support for organisational changes needed to improve effectiveness; helping others to successfully manage organisational change
·Client Orientation: the ability and passion to address concerns and satisfy external and/or internal clients’ requirements
·Analytical thinking: The ability to identify and seek out information needed to clarify a situation, and to address problems by using a logical, systematic, sequential approach
·Verbal and Written Communication: The ability to express oneself clearly and appropriately in conversations and interactions with others
·Team Orientation: as a team member, the ability and desire to work cooperatively with others in a team, pro-actively contributing to the strength of the team by presenting new ideas and concepts
·Initiative: identifying what needs to be done and doing it before being asked or before the situation requires it, whilst operating within company policy and procedures
·Personal Qualities: integrity, punctuality, reliability and a focus on self-development and achieving results
·Commitment to Practice Culture – consistently demonstrates
an understanding, respect and acceptance of Financial Framework core values
