Wealth Administrator 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 policies
• Drafting of quotations and alteration quotations
• Handling administration related to and life insurance
• Handling alterations
• Policy changes
• Preparation of application documents
• Interact, manage and provide effective client service
• Implement new business
• Arrange medicals
• Process client queries and instructions
• Processing claims
• Maintain the CRM system
• Reporting

Minimum Requirements:

• B.Com Financial degree (essential)
• RE 5 (Advantageous)
• 5 years’ experience in Financial (Distribution) 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:    

• 06-Feb-2026