Work pattern Tuesday Friday, 09:30 15:30.
Equilibrium is more than just a Chartered Financial Planning company - were an award-winning, independent firm based in Handforth, Cheshire, with one clear purpose: making peoples lives better. Whether its our clients, our team, our community, or anyone who crosses our path! We believe in creating a positive impact in everything we do.
Weve been named one of the top 10 companies to work for in the Best Companies Top 100 List 2023, and were the #2 Best Financial Services Company to work for in the UK. Plus, were proudly managing over £1.25bn in assets for our clients. Ready to be part of something big? This is where it all happens!
Were looking for a friendly and approachable receptionist who is committed to providing a first-class service for our clients. This is a fixed-term role for 12 months to cover maternity leave, offering a great opportunity to join our team and make a positive impact in a client-facing position.

EXPERIENCE

• Strong computer skills in Outlook, Word and Excel.
• Fantastic people skills.
• Prior experience in a similar role, or professional setting, would be advantageous.

• Welcoming all visitors and providing a warm, friendly reception.
• Answering all external calls, directing them to the appropriate people, and acting as a gatekeeper where necessary.
• Coordinating meeting room bookings and appointments, managing diaries efficiently, and ensuring that rooms are tidy, well-stocked, and that guests are served refreshments or anything else they may need.
• You’ll need excellent IT skills, particularly in Microsoft Office, as you will be required to book meetings in Outlook and use our CRM system to send letters to clients.
• Recording, filing, and tracking all outgoing and incoming mail, and distributing it on the same day.
• Managing all matters pertaining to reception and office appearance to an exceptionally high standard.
• Working with the facilities manager on the upkeep of our offices and escalating issues if anything needs repairing.
• Maintaining office stationery and replenishing supplies as needed.
• Providing cross-departmental support as required, such as updating client data in Equate (our CRM system).
• Providing ad hoc support to teammates as and when needed.