Administrative Assistant | Umhlanga 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
• 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 

Minimum Requirements:

• Matric completed
• NQF 5 in Wealth Management or National Diploma (Advantageous)
• 5+ years of experience in the financial services industry
• Relevant experience within a financial planning, stockbroking and/or investment environment
• Computer literate (MS Outlook, Excel, Word, CRMs)
• Proficient in both spoken and written English and at least one other of the official South African languages

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:   01-Sept-2026