VACANCY | RECEPTIONIST | SOMERSET, WESTERN CAPE | 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, office administration, reception and switchboard duties, and client administration. 

Responsibilities:

Office administration:

• Purchase/ order general supplies
• Organize couriers
• Manage Adviser diaries

Reception duties:

• Answering/redirecting all incoming calls and taking messages.
• Boardroom meeting reservations
• Meet and greet all clients and visitors to the office
• Arrange appointments with clients or prospects on behalf of the Adviser
• Serve refreshments to clients/advisors as needed.

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

Other Responsibilities:

• Administration
• Client Relationship Management
• Gather Policy information
• Compile a summary of information
• Research product information
• Handling and solving client enquiries
• Diary management
• Preparation of insure review appointments
• Maintaining the CRM system
• Assist with short-term insurance administration

Minimum Requirements:

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

Skills and competencies:

• Client service and telephone etiquette
• Team-player
• Time management
• Organising and planning
• Attention to detail and accuracy.
• Ability to function well under pressure
• Problem-solving skills

How to apply:

Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAK by no later than 30 September 2024. 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 2 weeks of your application, please accept that your application was unsuccessful.