Receptionist / Junior Administrative Assistant | Polokwane, Limpopo at PSG Konsult Ltd

Job description:

To provide an effective office assistant function to Wealth Advisers through reliable support, office administration, reception and switchboard duties and client administration.

Responsibilities:

Office administration:

• Purchase/ order general supplies
• Organize couriers
• Attend to client follow up calls when required in relation to seminar and function attendance.
• Manage Adviser diaries

Reception duties:

• Answering/redirecting all incoming calls, taking messages.
• Boardroom meeting reservations
• Meet and greet all clients and visitors to the office
• Arrange appointments with clients or prospects on behalf of Adviser

Client administration:

• Ensure adequate knowledge of product provider websites and contact numbers
• Uploading and updating client information
• Produce any documents or correspondence as required
• Prepare prospective client files as needed
• Prepare and file new customer files as needed
• Generate investment statements/tax certificates as required
• Ensure all documents are loaded on the electronic system (MyPractice)
• Submit and follow through of new applications or changes

Minimum requirements:

• Grade 12
• 2 - 3 years administration or receptionist experience
• Proficient in both spoken and written English and Afrikaans
• Own transport
• Excellent computer literacy and knowledge of MS Office – Excel and Word

Competencies required:

• Time management
• Teamwork
• Organising and planning
• Presentable
• Client service orientation
• Attention to detail