PSG Konsult Ltd.
Designation:
Receptionist | Montana, Pretoria, Gauteng | Permanent
Category:
Administration and Operations
Job Level:
Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:
PSG Financial Services
Posted on:
11 Nov 2025
Reference Number:
POS40141
Closing date:
24-Nov-2025
Position Type:
Permanent
Location:
Montana Finforum Dr Van Der Merwe Road
Overview:
VACANCY | RECEPTIONIST | MONTANA, PRETORIA, GAUTENG | PERMANENT
PSG’s commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.
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
1 – 2 years in administration, Receptionist experience preferred
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
How to apply:
Candidates interested must apply here by no later than 24 November 2025 OR browse available PSG Careers vacancies http://bit.ly/3bD2iAk.
By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 4 weeks of your application, please accept that your application was not successful.\
To apply for this job please visit myfocus.psg.co.za.
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