Receptionist - Financial Services, Port Elizabeth

Our client is a wealth management company based in Nelson Mandela Bay. The are looking for an experienced Receptionist to join their team. The receptionist is the first point of contact for clients and visitors and plays a critical role in creating a professional, welcoming, and efficient front-office environment. This position requires strong administrative skills, excellent communication abilities, and a high level of discretion when dealing with confidential financial information.

Key Responsibilities

Front Office & Client Service

• Greet and welcome clients, visitors, and service providers in a professional and friendly manner
• Answer and direct incoming calls promptly and professionally
• Manage the reception area to ensure it is neat, organised, and client-ready at all times
• Offer refreshments and ensure clients are comfortable while waiting
• Handle incoming and outgoing mail and courier services

Administrative Support

• Manage appointment scheduling and meeting room bookings
• Maintain and update client contact information
• Assist with document preparation, scanning, filing, and electronic record management
• Prepare client packs and documentation for meetings
• Support advisors and administrative staff with ad hoc tasks

Compliance & Confidentiality

• Maintain strict confidentiality of client information in line with financial services regulations
• Ensure visitor logs and compliance documentation are accurately maintained
• Assist with basic FICA documentation tracking

Minimum Requirements

• Grade 12 (Matric)
• 2–3 years' experience in a receptionist or front office role (experience in financial services preferred)
• Proficient in MS Office (Word, Excel, Outlook)
• Professional appearance and demeanor

Key Competencies

• Excellent verbal and written communication skills
• Strong organisational and time-management skills
• High attention to detail
• Professional and client-centric approach
• Ability to handle sensitive information with discretion
• Reliable and punctual
• Ability to work independently and as part of a team

Preferred Attributes

• Experience in a wealth management, financial advisory, or professional services environment
• Understanding of basic financial terminology
• Ability to multitask in a structured, compliance-driven environment