Receptionist, Private Wealth
Core
First point of contact for Private Wealth clients and visitors, managing the Private Wealth Lounge and supporting daily administrative operations.
Role type
Receptionist
Builds
Client experience and operational support for Private Wealth business
Domain
Financial Services / Private Wealth
Deliverable
client delivery
Required skills
client welcome and onboarding, lounge and meeting room management, visitor pre-registration, meeting room reservations, limousine bookings, airport meet-and-greet services, carpark arrangements, refreshment service, mail and report distribution, client correspondence, welcome letter package preparation, name card ordering, banking instrument redirection, invoice processing, vendor coordination, office inventory management, basic due diligence searches, event coordination
Preferred skills
Microsoft Office proficiency
Responsibilities
Welcome and attend to clients and visitors; manage daily operations and upkeep of the Private Wealth Lounge, meeting rooms, and client facilities; coordinate client services including visitor pre-registration, meeting room reservations, limousine bookings, airport meet-and-greet services, and carpark arrangements; prepare and serve refreshments; manage incoming and outgoing mail, report distribution, and client correspondence; prepare and coordinate client welcome letter packages and onboarding materials; assist with administrative matters including name card orders, banking instrument redirection requests, and new joiner onboarding support; support invoice processing, vendor coordination, and office inventory management; conduct basic due diligence searches and maintain related records; coordinate office events and facilities-related requests; provide administrative support to management and business teams as required.