Website PSG Konsult Ltd
PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance. PSG has more than 250 offi… read moreces throughout South Africa, and two offices in Windhoek. Our business consists of three operating divisions: PSG Wealth, PSG Asset Management and PSG Insure. Each applies its own dedicated focus to our clients' financial wellbeing.
Job description:
The Administrative Assistant is primarily responsible for performing after sales service to clients, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs excellent client relationship management and strong PA and office administrative skills.
Responsibilities:
Handling administration related to risk portfolios
Handling administration related to medical aid and life insurance
Handling switches
Portfolio management and administration
Compliance management
Monthly review schedules
Life companies to facilitate quotes
Interact, manage and provide effective client service
Implement new business
Prepare client files
Process client queries and instructions
Maintain the CRM system
Attend to PA duties: Diary management, meeting scheduling, responding to emails, travel arrangements
Minimum Requirements:
Matric completed
AI training (Advantageous)
2-3 years of experience as a Personal Assistant
2 – 3 years experience in wealth services industry
Computer literate (MS Outlook, Excel, Word, CRMs)
Fluent in written and spoken English
Competencies:
Team player
Attention to detail
Professional email and phone etiquette
Ability to work independently
Initiative
Adaptable and fast learner
Strong verbal and written communication skills
Good administration, organisation, and planning skills
Able to handle admin pressure
Keen for long-term growth within the business
Closing date: 25-May-2026
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Apply via company website ( N / A ) or
myfocus.psg.co.za