OVERVIEW

We are an established organisation with over 100 years of service and a proven successful track record offering expert advice. We are seeking a receptionist/ Client Services Assistant to be the face of our business for our office based in Easingwold. You will be the first point of call in dealing with clients providing excellent customer service both face to face and over the telephone. The role is varied allowing opportunity to deal with telephone enquiries and managing daily administrative operations.

QUALIFICATIONS

• Excellent customer service experience
• Previous reception/ face to face customer service experience would be desirable
• Attention to detail/multitasking numerous duties.
• Strong IT skills with proven use of office based systems
  You may have experience in addition to this which we will be happy to discuss. If all the above aligns with your experience and you would like to learn more, we would love to hear from you.
  Please send your CV and let’s discuss the role.
  We do our best to make our adverts as specific as possible so that you do not waste your time applying for roles which are not a match. If you meet the criteria for the role we will be in contact with you. If you do not, we will email you to advise you of this. If we feel there may be other roles available for you, we will add your details to our database.
  Charterhouse Recruitment (Yorkshire) Ltd is committed to a policy of equal opportunities in relation to job applications. A copy of our Diversity Policy is available upon request.
  Charterhouse Recruitment (Yorkshire) Ltd is acting in the capacity of an Employment Agency for permanent appointments and an Employment Business for temporary assignments.
  At Charterhouse Recruitment we are committed to protecting your personal data. Please click on the link below to read our privacy notice which provides you with all you need to know about how we will use and process your data.
  http://www.charterhouserecruitment.co.uk/privacy-notice/

• Responding to enquiries and distributing calls
• Arranging appointments
• Meet and welcome all clients into the office
• Taking and administering payments from clients
• Efficiently and promptly dealing with typing and editing of documents and correspondence to include wills, meeting notes, client care letters, letters of advice and other correspondence as appropriate
• Efficiently and promptly dealing with administrative tasks associated with fee-earners files
• Managing paper and online filing accurately and in a timely manner
• Ensuring files are stored and retrieved in the correct manner and files are maintained
• Dealing with incoming and outgoing post and enclosures
• Photocopying and scanning documents to the required standard
• Opening files, and setting up opportunities on the system – entering data onto the system and contacting clients for any missing information
• Sending and receiving emails