Wealth Administrator | Erasmuskloof at PSG Konsult Ltd

Job description:

• This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Wealth Administrator to provide an efficient administrative & planning support function to the Advisers.
• In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning. 

Responsibilities:

• Handling administration related to risk portfolios
• Handling administration related to Investments
• Handling switches
• Portfolio management and administration
• Compliance management
• Monthly review schedules / Annual revisions / FAIS and FICA outstandings
• 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
• Reporting

Minimum Requirements:

• Matric/Grade 12
• NQF5 Wealth Management Certificate
• RE5 (Representative Regulatory Exam) completed
• 2 - 3 years’ minimum experience (life and Risk) in Financial services industry
• 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
• Computer literate (MS Outlook, Excel, Word, CRMs)

Closing date:  02-Jun-2026