Client-Facing Receptionist & Admin Coordinator

PSG Konsult Ltd.; Malmesbury; Sur place; ZAR 89 000 - 134 000; Plein temps

Résumé du poste

PSG Konsult Ltd. is seeking a Receptionist in Malmesbury, Western Cape for a permanent role. You will provide front-desk support, answer calls, greet clients, manage diaries, and handle client administration for Wealth Adviser services.

The role requires 2+ years of receptionist experience, strong English communication, and proficiency in MS Office. Knowledge of product provider information and CRM is advantageous.

Qualifications

• 2+ years’ receptionist and administrator experience.
• Proficient in spoken and written English and at least one other official South African language.
• Proficient in Microsoft Office (Word, Excel, PowerPoint) and Microsoft Outlook.
• Experience in the financial services industry / law firm (Advantageous)

Responsabilités

• 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
• Diary management
• Ensure adequate knowledge of product provider websites and contact numbers
• Produce documents or correspondence as required by the Adviser
• 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
• Client Relationship Management
• Gather Policy information
• Compile a summary of information
• Research product information
• Handling and solving of client enquiries
• Management of Reception area
• Preparation of review appointments
• Maintaining CRM system

Connaissances

Receptionist experience

Communication skills

Time management

Organisational skills

Attention to detail

Formation

Matric

Outils

Microsoft Office

Microsoft Outlook

Description du poste

PSG Konsult Ltd. is seeking a Receptionist in Malmesbury, Western Cape for a permanent role. You will provide front-desk support, answer calls, greet clients, manage diaries, and handle client administration for Wealth Adviser services.

The role requires 2+ years of receptionist experience, strong English communication, and proficiency in MS Office. Knowledge of product provider information and CRM is advantageous.