Administrative Assistant at PSG Konsult Ltd

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