Receptionist & Admin - Mumbai - Leading Investment Firm

Receptionist & Admin

Key Responsibilities:

• Reception Management

  • Greet and welcome clients, visitors, and business associates in a professional manner.

  • Manage incoming calls, emails, and correspondence.

  • Maintain a neat and organized reception area.

• Client Coordination

  • Schedule and manage client meetings/appointments for advisors.

  • Coordinate hospitality for client visits (tea/coffee, meeting room setup).

  • Handle basic client queries and redirect them to the concerned team.

• Administration & Office Support

  • Manage office supplies, stationery, and vendor coordination.

  • Assist with documentation, filing, and record maintenance.

  • Support HR and accounts team in day-to-day admin tasks.

  • Maintain employee attendance and visitor records.

• Operational Support

  • Assist wealth advisors with preparing meeting rooms and presentation materials.

  • Handle courier, postal services, and logistics for documents.

  • Ensure smooth functioning of office equipment and facilities.

Key Skills & Competencies:

• Excellent communication and interpersonal skills.

• Strong organizational and multitasking ability.

• Proficiency in MS Office (Word, Excel, Outlook, PowerPoint).

• Professional appearance and client-first attitude.

• Ability to handle confidential information with discretion.

Qualification & Experience:

• Graduate in any discipline.

• 13 years of experience in Reception/Administration, preferably in Financial Services, Consulting, or Corporate environment.