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    • Receptionist - George - Sydsen

    Sydsen
    Sydsen George

    2 weeks ago

    Sydsen background
    Description

    A Receptionist for a Financial Institute

    We are seeking a skilled and experienced receptionist to join our team at a leading financial institute in George. The ideal candidate will possess working experience in the financial sector, with a strong understanding of SARS processes.


    Key Responsibilities

    1. Welcome clients and visitors professionally, creating a positive first impression.
    2. Respond promptly to incoming calls, directing them efficiently and effectively.
    3. Manage appointment scheduling and maintain accurate calendars for advisors and management.
    4. Direct clients to the appropriate departments, providing necessary forms or instructions.

    Administrative Support and Client Service

    1. Handle and process incoming and outgoing correspondence, including tax-related documents.
    2. Update and maintain client records within our CRM system or database.
    3. Provide administrative support to financial advisors, organizing documents and preparing meeting materials.
    4. Address client queries regarding financial processes and direct complex issues to relevant team members.

    General Office Duties

    1. Maintain a clean, organized, and welcoming reception area at all times.
    2. Monitor office supplies and coordinate replenishments as needed.
    3. Assist with ad-hoc administrative tasks to support various departments.

    Requirements

    • Qualifications:
      • Matric certificate (essential).
      • Certificate or diploma in administration or a related field (advantageous).
    • Experience:
      • Proven experience in a receptionist or administrative role, preferably in a financial institution.
      • Knowledge and experience with SARS processes and compliance (essential).
    • Skills:
      • Strong communication and interpersonal skills.
      • Excellent organizational and multitasking abilities.
      • Proficient in Microsoft Office Suite and familiar with CRM systems.
      • High level of professionalism and confidentiality.
    • Attributes:
      • Attention to detail and accuracy.
      • Ability to handle sensitive client information with discretion.
      • Client-focused and service-oriented mindset.
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