Receptionist Phalaborwa, Limpopo

**Designation**:

Receptionist | Phalaborwa, Limpopo

**Category**:

Administration and Operations

**Job Level**:

Semi-skilled and discretionary decision making

**Posted by**:

PSG Financial Services

**Posted on**:

22 Aug 2023

**Reference Number**:

PSG-DW-VAC0199

**Closing date**:

30 Aug 2023

**Position Type**:

Permanent

**Location**:

Phalaborwa

**Overview**:
**VACANCY | RECEPTIONIST | PHALABORWA, LIMPOPO | PERMANENT**

PSG’s 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 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

***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
- 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

**How to apply**: