Administrative Assistant | Jeffreys Bay at PSG Konsult Ltd

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
• Implementing new business
• Prepare risk and investment quotes
• Research product information
• Interact, manage and provide effective client service
• Implement new business
• Prepare client files
• Process client queries and instructions
• Maintain the CRM system

Minimum Requirements:

• Matric / Grade 12
• NQF5 Wealth Management qualification
• 3-5 years relevant work experience within the financial services industry
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literate (MS Outlook, Excel, Word, CRMs)

Skillset Required:

• Resilient
• Teamwork
• Attention to detail
• Good verbal and written communication skills
• Excellent administration, organisation, and planning skills
• Able to handle admin pressure

Closing date:  05-Jul-2026