Receptionist / Personal Assistant | Melkbosstrand, Western Cape 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:

• Organize couriers
• Attend to client follow up calls when required in relation to seminar and function attendance.
• Month end statements / update of programme for book report (commission statements)
• General origination of both offices (Melkbosstrand / Rustenburg) – IT ext
• Appointments with broker consultants and communication
• Petty Cash
• Meetings with Regional manager
• Retention of business

Reception duties:

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

Client administration:

• Ensure adequate knowledge of product provider websites and contact numbers
• Produce any documents or correspondence as required by the Adviser, Para-Planner or Practice Manager
• 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
• Submit and follow through of new applications or changes

Minimum requirements:

• Entry level qualification equivalent to Grade 12 / NQF4 qualification
• 2 – 3 years’ experience as a receptionist
• Excellent computer literacy and knowledge of MS Office – Excel, Word
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)
• Knowledge of Insurance (Life and Investments)

Competencies:

• Client services and telephone etiquette
• Team-player
• Time management skills
• Customer service attitude