Financial Services Provider Receptionist | Umhlanga, KZN | R144 000.00 P/A
Legacy Recruitment Company · Umhlanga, KwaZulu-Natal · Market Related
Stop applying one at a time.
JobAlertsZA auto-applies to South African jobs like this one for you, overnight. Upload your CV once — we do the applying.
Start free — we apply for you →Introduction
We are seeking a highly organised, proactive, and personable Receptionist to be the welcoming face of our company in Umhlanga, KwaZulu-Natal. The ideal candidate will manage front desk operations efficiently, ensuring a positive and professional first impression for all visitors, clients, and callers.
Previous experience as a Receptionist within a Financial Services Provider (FSP) is essential , together with practical experience and knowledge of uploaded new business to the Liberty Life system. The successful candidate will be professional, well presented, client-focused, and highly organised, with excellent communication skills and a strong work ethic.
Duties & Responsibilities
▶ Front Desk Management: Greet and welcome clients, guests, and visitors with a warm and professional demeanour, ensuring they feel comfortable and attended to. Answer, screen, and forward incoming phone calls in a timely and courteous manner.
▶ Visitor Management: Receive and assist visitors and clients and direct them to the appropriate personnel or meeting rooms.
▶ Data Capturing: Accurately capture and update client, visitor, contact, and other administrative information on company systems, ensuring accuracy and data integrity.
▶ Liberty Life System: Utilise the Liberty Life system for relevant administrative functions and demonstrate a sound understanding of the system and processes.
▶ FSP Administration: Provide general reception and administrative support within a financial services environment, with an understanding of the professional and confidential nature of the industry.
▶ Meeting Room Management: Efficiently manage and schedule boardroom bookings, ensuring meeting rooms are prepared, tidy, and presentable before and after meetings.
▶ Hospitality Services: Prepare and serve beverages, including coffee and tea, for clients, guests, and internal meetings, maintaining high standards of presentation.
▶ Mail and Deliveries: Receive and distribute incoming mail and packages and prepare outgoing mail and shipments.
▶ Administrative Support: Provide general administrative and clerical support, including filing, scanning, copying, document preparation, and maintaining office supplies.
▶ Office Presentation: Ensure the reception area and common spaces are consistently tidy, organised, and presentable, reflecting a professional image of the company.
▶ Client Service: Deliver a consistently professional and courteous service to clients, visitors, and colleagues, maintaining confidentiality at all times.
Desired Experience & Qualification
Qualifications ▶ Matric / Grade 12.
Experience ▶ Proven experience as a Receptionist within a Financial Services Provider (FSP) is essential. Experience within a financial planning, insurance, wealth management, or related financial services environment will be advantageous.
Liberty Life System Experience ▶ Practical experience and knowledge of the Liberty Life system is essential.
Communication Skills ▶ Exceptional verbal and written communication skills, with the ability to interact professionally with clients, visitors, colleagues, and service providers.
Organisational Skills ▶ Highly organised with strong time management abilities and the capacity to multitask effectively in a fast-paced environment.
Technical Proficiency ▶ Proficient in Microsoft Office Suite, including Word, Excel, and Outlook, and comfortable using general office equipment such as printers and scanners.
Professional Demeanour ▶ A naturally warm, approachable, and diplomatic personality with a strong commitment to providing excellent client service.
Presentation ▶ A professional and polished appearance, reflecting the company's commitment to excellence and professionalism.
Proactive and Adaptable ▶ Ability to anticipate needs, take initiative, and adapt to changing priorities with a positive attitude.
Confidentiality and Integrity ▶ Ability to handle confidential client and company information with discretion, professionalism, and integrity.
Location Preference ▶ Candidates residing in or around Umhlanga and the surrounding areas will be highly regarded.
Package & Remuneration
Remuneration ▶ R12,000.00 per month.
Interested?
Legacy Recruitment Company
Jeska Brits
188 Biggarsberg Street
2190 Johannesburg