Receptionist

About the role

Sanlam Private Wealth is seeking a professional Receptionist to be the first point of contact for clients, guests and internal teams. The role combines front‑desk duties with a broad range of administrative responsibilities in a fast‑paced wealth‑management environment.

Key responsibilities

• Manage the switchboard and handle all incoming calls efficiently.
• Welcome clients and visitors, ensuring a courteous and professional reception area.
• Process client, intermediary and third‑party queries, including portfolio, tax and fee requests.
• Coordinate boardroom bookings, catering and meeting refreshments.
• Order and maintain branded stationery, consumables and office equipment.
• Liaise with courier services for incoming and outgoing mail and parcels.
• Oversee office cleanliness by managing cleaning services and reporting maintenance issues.
• Handle creditor invoicing, statement processing and reconciliations.
• Support staff lunch coupon administration and assist with client presentations and events.

Required profile

• Matriculation is essential; tertiary or industry qualifications are an advantage.
• 3–5 years of receptionist experience, including switchboard duties.
• Experience dealing with high‑profile clients and a strong customer‑service orientation.
• Accurate, detail‑oriented, punctual and reliable.
• Excellent interpersonal, listening and communication skills.

Required skills

• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint).