Location: Mossel Bay
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
Professional Conduct:
Uphold confidentiality of sensitive company and client information.
Represent the company’s values through professional communication and behaviour.
Support the wider team with ad hoc tasks and projects.
Minimum requirements:
Grade 12 / Matric (minimum requirement).
A certificate or diploma in Office Administration (advantageous).
2–3 years’ experience in a receptionist or
administrative role in a financial services industry.
Experience with telephone switchboards, office equipment, or CRM systems (advantageous).
Closing Date: 24 November 2025