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Reception & Switchboard Administrator
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7 days ago496 views
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General Details
Description
KEY RESPONSIBILITIES:
- Answer and direct incoming calls efficiently; operate the switchboard professionally
- Welcome clients, visitors, and suppliers in a professional and friendly manner
- Perform general administrative tasks, including filing and data management
- Maintain an organized, tidy, and presentable reception are
- Support office staff with deadlines, urgent tasks, and clerical needs
- Handle sensitive information and numerical data accurately and confidentially
- Manage multiple tasks, prioritize workload under pressure, and ensure timely follow-up
- Prepare and deliver documents for client meetings
- Take ownership of assigned tasks and ensure completion
- Assist with administration related to estates, trusts, life policies, investments, and medical matters
- Matric / Grade 12 certificate or equivalent
- 13+ years of reception, switchboard, or administrative experience
- Fluent in Afrikaans and proficient in English
- Honest, reliable, and professional with a strong work ethic
- Punctual, well-presented, and proactive; willing to take initiative
- Own reliable transport and valid drivers license
- Strong administrative, organizational, and multi-tasking skills
- Able to work under pressure and support colleagues as needed
- High attention to detail, particularly with numbers and sensitive information
- Proficient in MS Office: Outlook, Teams, Word, Excel, and standard office software
- https://www.jobplacements.com/Jobs/R/Reception--Switchboard-Administrator-1257810-Job-Search-02-01-2026-04-24-10-AM.asp?sid=gumtree
Id Subtitle 1348519707
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Job Placements
Selling for 1 year
Total Ads5.04K
Active Ads5.04K
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19.44MTotal 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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