Receptionist/admin

2 weeks ago


Cape Town, Western Cape, South Africa CPI World Cape Town Full time

Receptionist

Job description:

To provide an effective office assistant function 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 Office Manager

Client administration

  • Ensure adequate knowledge of product provider websites and contact numbers
  • Produce any documents or correspondence as required by the Office 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

Minimum requirements:

  • Entry level qualification equivalent to Grade 12 / NQF4 qualification
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
  • Teamplayer
  • Time management skills

Salary:
R8, R15,000.00 per month

Ability to commute/relocate:

  • Cape Town,

Western Cape:
Reliably commute or planning to relocate before starting work (required)

Experience:

  • Administrative office procedures, practices and equipment: 1 year (preferred)

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