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Receptionist wanted at PSG

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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

CLICK HERE TO APPLY

The post Receptionist wanted at PSG appeared first on Scholarly Africa.

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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 2024Location: 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 …

The post Receptionist wanted at PSG appeared first on Scholarly Africa.

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