Fidelity Services Group Administrative / Secretarial Jobs in Mpumalanga
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Receptionist:
- Delegating walk-in/phone-in clients to the correct department
- Switchboard
- Receiving calls and transferring to the correct person
- Taking messages is staff not available to take call
- Correspondence
- Receiving incoming faxes – giving them through to the correct person
- Purchasing
- Ordering stationery from HO, i.e. contract book etc
- Stationery requisitions i.e. pens, paper etc locally
- General grocery requisitions i.e. coffee, tea, sugar and milk
- Any other purchases as requested from time to time:
- Obtaining quotation from supplier
- Creating/requesting requisition
- Obtaining PO from Procurement (HO)
- Placing order with the supplier
- Combine supplier invoice and PO after receiving and checking the goods
- Handing over to the person receipting in the branch (Supervisor)
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Filing:
- Preparing the individual file
- Placing the relevant documentation in the file
- File alphabetically according to the Debtor Code
Finance:
- Banking
- Daily banking
- Posting the banking on the Q-Drive
Other:
- Adhoc responsibilities
Sales:
- Receiving leads (phone calls/walk in clients)
- Completing paperwork regarding leads (manual method)
- Capturing leads on Listener (same day)
- Capturing leads on Rep/Consultant individual pages – Q-drive
- Capturing leads on Sales Managers page – Q-drive
- Communicating lead-info to sales consultants via Listener / 1 SMS and 2 E-mail
- Drawing previous days leads from Listener / dividing between consultants and following normal lead process
- Daily reporting – Sales Activity Report at 16h00 to all the relevant staff
- Wednesday morning – send reminders to all consultants to update feedback on their individual pages on Q-drive
- Thursday mornings – action consultant instructions on Listener (i.e. close leads etc)
- Tuesday and Friday mornings – update self-generated leads
- Assisting with Telesales
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Client queries:
- Assisting walk-in clients with queries and liaising with HO (Sales)