VACANCY | RECEPTIONIST | MONTANA, PRETORIA, GAUTENG | 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 receptionist function to Advisers through reliable support, reception and switchboard duties as well as client administration.

Responsibilities:

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
• Compliance Management

Other Responsibilities:

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

Minimum requirements:

• Matric
• 1 – 2 years in administration, Receptionist experience preferred
• Computer literacy (MS Office Word, Excel, Outlook)

Competencies required:

• Client service and telephone etiquette
• Proficient in both spoken and written English and at least one other of the official South African languages
• Team-player
• Time management
• Organising and planning
• Attention to detail and accuracy.
• Ability to function well under pressure
• Good verbal and written communication skills
• Proficient in Microsoft Office (Word, Excel, PowerPoint) and Microsoft Outlook

How to apply:

Candidates interested must apply here by no later than 17 November 2025 OR browse available PSG Careers vacancies http://bit.ly/3bD2iAk.

By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information.  If you are not contacted within 4 weeks of your application, please accept that your application was not successful.