Receptionist wanted at PSG
To provide an effective receptionist function to Advisers through reliable support, office administration, reception and switchboard duties, and client administration.
Closing date: 19 September 2024
Location: South Africa
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
