Receptionist

• Welcome clients and visitors professionally, ensuring a positive first impression.
• Answer, screen, and route incoming calls promptly and efficiently.
• Manage appointment scheduling and maintain accurate calendars for advisors and management.
• Direct clients to the appropriate departments and provide forms or instructions for their needs.

• Assist clients with SARS-related inquiries, including completing and submitting forms.
• Liaise with SARS on behalf of the company and clients when required.
• Ensure accurate documentation of SARS interactions and maintain compliance with tax regulations.
• Keep up-to-date with SARS processes to provide accurate support to clients and internal teams.

• Manage incoming and outgoing correspondence, including tax-related documents.
• Update and maintain client records in the company’s CRM system or database.
• Provide administrative support to financial advisors, such as organising documents and preparing meeting materials.
• Address client queries regarding financial processes and direct complex issues to the appropriate team members.

• Ensure the reception area is clean, organised, and welcoming at all times.
• Monitor office supplies and coordinate replenishments.
• Assist with ad-hoc administrative tasks to support various departments.

• Matric certificate (essential).
• Certificate or diploma in administration or a related field (advantageous).

• Proven experience in a receptionist or administrative role, preferably in a financial institution.
• Knowledge and experience with SARS processes and compliance (essential).

• Strong communication and interpersonal skills.
• Excellent organisational and multitasking abilities.
• Proficient in Microsoft Office Suite and familiar with CRM systems.
• High level of professionalism and confidentiality.

• Attention to detail and accuracy.
• Ability to handle sensitive client information with discretion.
• Client-focused and service-oriented mindset.