Receptionist Bedfordview, Gauteng permanent

2 months ago


Bedfordview, South Africa PSG Konsult Ltd. Full time

**Designation**:

Receptionist | Bedfordview, Gauteng |Permanent

**Category**:

Administration and Operations

**Job Level**:

Semi-skilled and discretionary decision making

**Posted by**:

PSG Financial Services

**Posted on**:

31 Oct 2024

**Reference Number**:

POS02959

**Closing date**:

02-Nov-2024

**Position Type**:

Permanent

**Location**:

Bedfordview

**Overview**:
**VACANCY | RECEPTIONIST | BEDFORDVIEW, GAUTENG| PERMANENT**

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

**Job description**

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

**Responsibilities**:
Office administration:

- Purchase/ order general supplies
- Petty Cash
- Organize couriers
- 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
- 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
- Ensure all documents are loaded on the electronic system

Other Responsibilities:

- Administration
- Client Relationship Management
- Gather Policy information
- Compile a summary of information
- Research product information
- Handling and solving of client enquiries
- Diary management
- Preparation of insure review appointments
- Maintaining CRM system

**Minimum Requirements**:

- Matric
- 1 - 2 years administration experience
- Computer literacy (MS Office Word, Excel, Outlook)

**Competencies**:

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

**How to apply**:


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