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PSG Financial Services – Receptionist Vacancies 2024

VACANCY | RECEPTIONIST | VANDERBIJLPARK, GAUTENG | PERMANENT

Attention Job Seekers: Be sure to read through the entire post for important details! You'll find the application link or email provided at the end of the post.


PSGs 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.

Designation:Receptionist | Vanderbihlpark, Gauteng
Category:Administration and Operations
Job Level:Semi-skilled and discretionary decision making
Posted by:PSG Financial Services
Posted on:18 Jul 2024
Reference Number:POS08932
Closing date:01 Aug 2024
Position Type:Permanent
Location:Vanderbijlpark

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 suppliesPetty CashOrganize couriersManage Adviser diariesReception duties:Answering/redirecting all incoming calls, taking messages.Boardroom meeting reservationsMeet and greet all clients and visitors to the officeArrange appointments with clients or prospects on behalf of Adviser
  • Client administration:Ensure adequate knowledge of product provider websites and contact numbersProduce any documents or correspondence as required by the Adviser, Paraplanner or Practice ManagerPrepare prospective client files as neededPrepare and file new customer files as neededEnsure 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 of client enquiries

Diary management

Preparation of insure review appointments

Maintaining CRM system

Minimum Requirements:

  • Matric
  • Minimum 1 years administration experience in the Financial Services Industry
  • Proficient in both spoken and written English and at least one other of the official South African languages
  • Computer literacy (MS Office Word, Excel, Outlook)

Competencies required:

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

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 01 August 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.

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