Wealth Administrator | Saxenburg Business Park (Kuils River) at PSG Konsult Ltd

Job description:

• PSG has an exciting career development opportunity for an individual interested in a career as an assistant within the investment industry. Overall, you will be responsible for supporting the Adviser with servicing the clients.

Responsibilities:

• Reception
• General administrative duties
• Provide comprehensive administrative support to a Wealth and Risk Advisor
• Handle and manage all administrative duties around wealth, risk, medical aid and group scheme benefit policies and clients (Including updates, changes, etc.)
• Prepare client files
• Process client queries and instructions
• Able to navigate and assist clients on CRM systems (Such as MyPractice)
• Process and submit new business applications for life insurance, investments, retirement, and savings products
• Liaise with product providers, underwriters, and clients to follow up and track applications
• Prepare client review packs, portfolio/investment summaries, and compliance documents
• Maintain accurate client records, FICA documents, and ensure regulatory compliance
• Manage daily workflows, CRM updates, and client communications
• Compile quotes from major insurers
• Client engagement and service
• Ensure FAIS Compliance

Minimum requirements:

• Matric
• 5 years administration experience
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Outlook, Excel, and Word)
• Relevant previous experience in wealth systems

Competencies required:

• Communication skills
• Telephone etiquette
• Problem-solving skills
• Analytical skills
• Able to work in a team
• Able to work under pressure
• Attention to detail

Closing date:    29-Apr-2026