Job Description

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A boutique financial planning and insurance firm is seeking a professional, client-focused Receptionist / Administrative Assistant with a growth mindset, who is keen to progress in their career in the industry. As the first point of contact for clients, visitors, and partners, you will play a key role in creating a warm, professional, and welcoming environment. This role combines front office management, client engagement, and administrative support to ensure smooth daily operations. This is a permanent, full-time role based in-office with some flexibility. Working hours are Monday to Friday, 07:30 - 16:30 with a one-hour lunch break.
Discretion, organisation, and attention to detail are essential, as you will be handling sensitive client information within the financial services environment. This role reports to the Director. They are a family-run boutique firm with a reputation for honesty, integrity, and client-first service. They believe in teamwork, accountability, and continuous growth with a collaborative, with open-plan workspaces, private meeting rooms, and shared catered lunches most days.
Their goal is to be South Africa's leading private insurance brokerage, attracting quality clients and building a sustainable business that champions client rights and inspires the industry.
Responsibilities

• Welcome and greet clients and visitors, ensuring a professional reception experience.

• Manage all incoming calls, emails, and WhatsApp queries, directing them appropriately.

• Schedule and confirm client meetings, coordinating with advisors' calendars.

• Administrative support.

• Prepare meeting rooms and ensure readiness for appointments.

• Assist with client onboarding and maintain accurate client records.

• Manage office supplies and maintain reception standards.

• Provide general administrative support to the team.

• Capture and allocate advisor service requests in Microsoft Planner (training provided).

• Update compliance documents and assist with monthly compliance reporting (training provided).

• Process health claims through to completion (training provided).

• Uphold confidentiality and data protection policies.

• Ensure compliance with financial services regulations.

Requirements

• Matric required.

• Certificate/Diploma in Office Administration, Business Administration, or related field (advantageous).

• 1-3 years' experience in a receptionist or administrative role.

• Experience in financial services, insurance, or professional services (advantageous).

• Excellent written and verbal communication skills.

• Professional and client-focused demeanour.

• Strong organisational and time-management abilities.

• Accuracy and attention to detail.

• Proficiency in Microsoft Office (Outlook, Word, Excel, Teams, Planner).

• Reliable, trustworthy, and able to handle sensitive information.

• Team-oriented, adaptable, and service-driven.

Benefits
This role offers clear career progression opportunities within the firm, including:

• Portfolio Administrator

• Claims Handler

• Para Planner

• Associate Financial Planner

• Financial Planner

Skills Required