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 customers, 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 office administrative skills.
Responsibilities:
Interact, manage and provide effective client service
Process client queries and instructions
Administer all products
Research product information
Gather Policy information
Handle new application and quotations
Handle and solve client enquiries (all existing business enquiries)
Prepare investment review appointments
Maintain CRM system
Rebalance and maintain existing portfolios
Prepare and distribute monthly/quarterly statements
Manage Administrative Documentation (detailed records)
Build and maintain good working relationships
Record details of transactions
Maintain Service Level agreement deadlines
Ensure FAIS Compliance
Load new/existing business applications
Employee benefit administration
Minimum requirements:
Grade 12 / NQF5 qualification
NQF5 Wealth Management (Advantageous)
Successfully completed the RE 5 Examination (Representatives) (Advantageous)
Minimum 2 Year experience in the financial services industry
Proficient in both spoken and written English and at least one other of the official South African languages
Computer literacy (MS Office) – Highly competent in Excel
Strong technical, organisation, planning and administrative skills
Competencies required:
Customer Service
Good verbal and written communication skills
Able to handle admin pressure
Communication skills (verbal & written)
Problem solving
Attention to detail
Team player
Closing date: 09-Jun-2026
go to method of application »
Apply via company website ( N / A ) or
myfocus.psg.co.za
To apply for this job please visit myfocus.psg.co.za.