Receptionist/Administration Assistant - Knysna - George at Sanlam Group

What will you do?

Reception duties:

• Switchboard duties and logging faults via the SIG Helpdesk.
• Hostess functions when welcoming clients and attending to all clients.
• Oversee the reception client area, all boardrooms, and boardroom bookings.
• Manage refreshment orders for meetings, presentations and the office as and when required.
• Liaise with the marketing department
• Maintain updated research in the reception area.
• Prepare marketing briefs in line with marketing’s templates
• Assist with Knysna client event coordination (as and when required)
• Manage office stationery and suppliers’ invoices
• Binding and collation of presentation packs for Portfolio Manager presentations
• Assist with administration for events being held including the branding equipment
• Manage incoming and outgoing post / deliveries and liaise with courier companies and the mailing room team.
• Log calls with the Facilities Managers with regard to office maintenance
• Adhoc assistance to the team as and when required

Administration duties:

• Assist with the opening of all accounts on BDA
• Assist with checking all mandate and FICA for completion
• Assist with monthly payments
• Assist with the processing of journals
• Assist with the checking of accounts for funds for monthly payments

What will make you successful in this role?

• Experience within the Private Wealth industry
• High level of accuracy
• Excellent communication and interpersonal skills

Qualification and experience

• Tertiary and/or industry related qualification would be an advantage (with Finance/Accounts)
• Matric (essentially with Mathematics /Accounting an advantage)
• Basic understanding of the Private Client business and the stock-broking environment preferable
• Experience within the financial services industry is essential

Knowledge and skills

• Computer literacy – MS Office and Excel
• Working knowledge of BDA an advantage
• Knowledge of private client processes and procedures
• Knowledge of the back office functioning an advantage

Personal qualities

• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-Active approach to work, clients, problem solving
• Learning agility and curiosity
• Assertive
• Passionate ownership for results