24/01/2023
Receptionist
PSG Konsult
Hermanus, Western Cape
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
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.
Competencies:
· Client services and telephone etiquette
· Team-player
· Time management skills
If you are not contacted within 2 weeks of your application, please accept that your application was not successful.
Job Type: Full-time
Ability to commute/relocate:
Hermanus, Western Cape: Reliably commute or planning to relocate before starting work (Required).
