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:
- Client services and telephone etiquette.
- Team-player.
- Time management skills.
- Customer service attitude.
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