Receptionist | Welkom

Job description

• To provide an effective receptionist function to Advisers through reliable support, reception and switchboard duties as well as client administration.

Responsibilities

Reception duties

• 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

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
• Compliance Management

Other Responsibilities

• Administration
• Client Relationship Management
• Gather Policy information
• Compile a summary of information
• Research product information
• Handling and solving of client enquiries
• Management of Reception room
• Preparation of insure review appointments
• Maintaining CRM system

Minimum requirements

• Matric
• 5-7 years in administration, Receptionist experience mandatory
• Computer literacy MS Office Word, Excel, Outlook

Competencies required

• Client service and telephone etiquette
• Proficient in both spoken and written English and at least one other of the official South African languages
• Team-player
• Time management
• Organising and planning
• Attention to detail and accuracy.
• Ability to function well under pressure
• Good verbal and written communication skills
• Proficient in Microsoft Office Word, Excel, PowerPoint and Microsoft Outlook

Closing date: 28-Aug-2026