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:
This job description outlines the responsibilities and requirements for both new and existing staff in the role of Administration Consultant: Group Risk and Retirement.
Job Overview:
The Administration Consultant: Group Risk and Retirement is primarily responsible for the day-to-day administration of group risk and retirement clients.
This encompasses managing member queries, providing members with benefit information, processing claims, withdrawals, disability claims, and all other queries received from clients, as well as addressing HR/Payroll queries.
The role ensures smooth operations, accurate data management, and effective communication with employer groups and their employees regarding group risk and retirement benefits.
Responsibilities:
Administrative Support
Assist with all day-to-day administration for allocated clients/employer groups, ensuring completion within stated Service Level Agreements (SLAs).
Ensure timely responses to client enquiries, escalating complex issues to the Account Executive if required.
Assist with onboarding and offboarding of clients.
Track and follow up on all queries, claims, amendments, withdrawals and all other related administration.
Attend client meetings as and when required.
Prepare accurate administration reports for administration meetings.
Client Relationship Management
Act as the primary point of contact for employer groups and employees, addressing queries related to group risk and retirement benefits.
Liaise effectively with insurers and all other third-party service providers to resolve issues and maintain strong working relationships.
Build and manage relationships with HR/Payroll departments of client organisations.
Compliance
Maintain and update accurate client records, ensuring full compliance with regulatory requirements.
Ensure that they remain “Fit and Proper” and that all Continuing Professional Development (CPD) is completed in a timely manner.
Demonstrate a sound understanding of the Pension Funds Act and relevant legislation.
Attend internal training sessions to ensure product knowledge remains relevant and up to date.
Ensure that the administration system is always utilised, for all queries and calls, and that client interactions are accurately saved and maintained.
Reporting and Data Management
Maintain a secure and organised database of client information, strictly adhering to confidentiality and data protection protocols.
Minimum Requirements
Grade 12 certificate
NQF5 qualification and RE5 certification.
2 years of relevant risk and retirement work experience within the financial services industry, preferably in Brokerage.
Proficient in both spoken and written English and at least one other official South African language.
Computer literacy (MS Office)
Competencies Required
Strong organisational and multitasking abilities.
Excellent communication and interpersonal skills.
Proficiency in MS Office Suite (Word, Excel, Outlook, PowerPoint).
Attention to detail and the ability to handle sensitive information with discretion.
Knowledge of group risk and retirement benefits
Closing date: 12-May-2026
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Apply via company website ( N / A ) or
myfocus.psg.co.za
To apply for this job please visit myfocus.psg.co.za.