Consolidated Wealth and Management SA Pty Ltd is a subsidiary of a global Financial Services organisation with offices worldwide and now in SA.
Answering phones: This duty includes fielding questions, transferring calls, putting callers on hold, taking messages and orders, sending callers to voicemail, and handling multiple incoming calls at once. Ultimately, answering phones requires organization, patience and strong customer service skills.
Printing and faxing: You should be familiar with making copies, operating a fax machine and changing printer cartridges.
Filing: Responsible for maintaining and organizing the office filing system. Usually, files are placed in alphabetical order. Files could include intake forms, invoices, orders and complaints.
Computers and data entry: Must be able to operate a computer at a intermediate level. Being able to handle email, data entry, calendar and scheduling apps, printing, and word processing applications such as Microsoft Word is necessary. You will likely be in charge of at least some data entry.
Mailing and receiving packages: You receive and send packages and might deal with sorting and delivering mail to the desks of your coworkers.
Calendar and scheduling: Responsible for scheduling and maintaining the office calendar. Depending on the size of your office, you may even book travel for senior employees.
Financial and Insurance experience is essential for this role
