Receptionist

2 weeks ago

Hermanus, South Africa PSG Konsult Full time

**Receptionist (Hermanus)**

**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

**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

Ability to commute/relocate:

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

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