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A Receptionist
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6 days ago144 views
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General Details
Description
Requirements:
Monday Friday: 08h30 1700
Every 2nd Saturday: 09h00 12h00
In return a competitive salary is on offer
- Proficient in Microsoft Office applications, including Word, Excel, and Outlook
- Strong attention to detail with a high level of accuracy
- Highly organized, systematic, and able to maintain a tidy work environment
- Focused on customer service with a professional attitude
- Excellent written and verbal communication skills in English
- Ability to work effectively under pressure and meet deadlines
- Manage front-desk reception duties on a daily basis, serving as the first point of contact and professional representative of the company
- Coordinate courier services, including preparing and scheduling documents for collection
- Compile and generate reports as required
- Prepare and distribute internal and external notices
- Provide administrative support to managers and the sales team
- Maintain, update, and distribute office lunch and leave rosters
- Manage the ordering of office consumables
Monday Friday: 08h30 1700
Every 2nd Saturday: 09h00 12h00
In return a competitive salary is on offer
https://www.jobplacements.com/Jobs/R/Receptionist-1257211-Job-Search-01-29-2026-10-00-35-AM.asp?sid=gumtree
Id Subtitle 1348361131
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Job Placements
Selling for 1 year
Total Ads5.17K
Active Ads5.17K
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5.17KTotal Ads
19.25MTotal Views
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Main duties and responsibilities include:Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers;Assisting the financial advisor in his job servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms and follow ups;Filing, capturing client data, updating spreadsheets and word documents;Processing of new business - pre-populate documentation, check all proposals and application forms, submission of application forms to service providers / insurance companies;Follow-up all client transactions, implementation of new business etc;Drawing statements from service providers and summarising client portfolio information;Preparation of the necessary presentations, investment summaries and documentation for client review meetings.Assist with FAIS and FICA compliance and any other compliance requirementsScan to file all new business documents in client folder.General office duties which include but are not limited to filing, scanning, printing, ordering stationary and any other duties which may be associated therewith.Be telephonically available for client queries, and act as initial point of contact for client queries.Maintain an appropriate filing and recording system both hardcopies and electronically.Ensure that investments and assets under management and the recording thereof are kept up to date and current and send out statements on a monthly basis.It is essential that the candidate has the ability to multitask and to work under pressure.Requirements:Grade 12 (Essential). 3+ years experience at a financial advisory practice is advantageousPost Matric qualification will be an advantageStrong written and verbal language skills both Afrikaans and English essentialStrong computer skills essentialOwn vehicle, transport and drivers license essential.
https://www.executiveplacements.com/Jobs/S/Secretary-Financial-Services-1258470-Job-Search-02-03-2026-04-00-34-AM.asp?sid=gumtree
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