Wealth Adviser Assistant at PSG Konsult Ltd

Job description:

• This position is a position that will consist of an Assistant function to the Wealth Advisers through reliable support, office administration, and client administration duties. Primarily providing after sales service offering 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.

Minimum Requirements:

• Matric
• Computer literacy skills
• Fluency in English and Afrikaans to communicate with clients
• Business writing skills and service orientation
• Excellent Client Relationship Management and office administrative skills

Responsibilities:
Personal assistant duties:
General assistant duties to Wealth Advisers which includes but are not limited to:        

The following lists to be distributed on the 1st of each month:

• Birthday
• Review report
• Re-comply list
• Income reviews
• Merge report list
• Section 14 review
• Income shortfalls
• Weekly Feedback report
• Maintain and update CRM system (update client details, merging, link family, details to be updated with all service providers, etc.)
• Maintain myPractice statistics, once a month run merge report and merge required icomplies.
• Keep Mypractice knowledge up to date on any system developments or changes
• Watch weekly training videos even if you are of the opinion you are up to date
• Up to date with various product provider websites
• Any other reasonable assistant instructions

To do list :

• Keep a to-do list on all instructions given by adviser
• Every Monday send progress report to adviser
• Whenever CC’d in an email from adviser, the email becomes your responsibility to follow up and finalise
• Any instruction send to product provider must be followed up within providers service level agreement and ensure that the instruction is finalised, and adviser was notified thereof.
• Prioritized cases followed up every 24h and ensure it gets finalized asap.
• Maintain client service levels and feedback loop

Daily expectations:

• Complete any form as comprehensive and accurate as possible
• Complete all client details as provided on MyPractice

Deadline:5th January,2026