Receptionist | Phalaborwa 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
• Petty Cash
• 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
• 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

 Other Responsibilities:

• Administration
• Client Relationship Management
• Gather Policy information
• Compile a summary of information
• Research product information
• Handling and solving of client enquiries
• Handling of new application and quotations
• Diary management
• Reporting of new business statistics
• Preparation of insure review appointments
• Maintaining CRM system
• Stand in for Compliance Assistant in her leave absence.

Minimum requirements:

• Matric
• 2 – 3 years’ experience as a receptionist
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office Word, Excel, Outlook)

Competencies required:

• Client service and telephone etiquette
• Team-player
• Time management
• Organising and planning
• Attention to detail and accuracy.
• Ability to function well under pressure

Closing date: 30 Aug 2023