Receptionist | Melkbosstrand - - Melkbosstrand

An exciting opportunity awaits you through a leading Financial Services company. Our client is currently seeking a skilled Receptionist to join a dynamic team. You will need 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:

Organize couriers.
Respond 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 the 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 with 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.
Computer literacy (MS Office).

Competencies: