Fidelity Services Group Receptionist

Fidelity Services Group

Receptionist – Bloemfontein

Bloemfontein, Free State
Posted 20 September 2023
Closing Date 27 September 2023

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Job Details

Minimum experience
Company primary industry
Security and Investigations
Job functional area

Job Description

POSITION: Receptionist
DEPARTMENT: Administration
REPORTS TO: Branch Manager

Description of the Job:

Directing customers who walk in or call in to the appropriate department
Panel of switches
Attending to incoming calls and directing them to the appropriate party
Taking a message; When there is no staff member available to take your call at this time.

The exchange of letters
Taking care of incoming faxes and ensuring they are delivered to the appropriate recipient.
Placing orders for stationery from head office, such as contract books and the likes of stationery, such as pens, paper, and other items, made locally
Requests for standard provisions, such as beverages, dry goods, and perishables

Any additional purchases that may be required at varying intervals:

Obtaining a price estimate from the supplier
Putting in a requisition request or creating one
Getting a PO from the Procurement (HO) Department
Making a purchase order with the provider
After receiving and inspecting the goods, combine the purchase order and the invoice from the supplier.
Transferring to the person responsible for issuing receipts in the branch (Supervisor).

Putting in:
Putting together each individual file
Including all of the pertinent documentation in the record
Prepare documents in the order of the alphabet according to the Debtor Code.

The economy:
Financial services.
Every day banking
Putting the finishing touches on the banking on the Q-Drive

The rest:
Responsibility on an as-needed basis

Taking orders:
Receiving leads (phone calls/walk-in customers), also known as “leads.”
Performing the manual method of filling out paperwork pertaining to leads.
Bringing in leads through Listener (on the same day)
Q-drive is capable of capturing leads on individual rep and consultant pages.
Q-drive is used to capture leads on the page for sales managers.
Sharing potential customer information with sales consultants through Listener, one SMS, and two emails
Taking leads from the Listener from the day before, dividing them up among the consultants, and continuing with the standard lead process

Daily reporting:
Sales Activity Report will be distributed to all relevant staff at 16:00 each day.
Send out reminders on Wednesday morning for all of the consultants to keep the feedback on their individual pages on Q-drive up to date.
Action consultant instructions on Listener are provided every Thursday morning (i.e., to close leads, etc.).
Tuesday and Friday mornings are set aside for following up on leads that were generated independently.
Helping Out with Telephone Sales

Questions from Customers:
Helping walk-in customers with their questions and coordinating with the head office’s sales department

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