Job Vacancies at PSG Konsult Ltd

Job description:

• The Administrative Assistant is primarily responsible for performing after sales service to clients, 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 strong PA and office administrative skills.

Responsibilities:

• Handling administration related to risk portfolios
• Handling administration related to medical aid and life insurance
• Handling switches
• Portfolio management and administration
• Compliance management
• Monthly review schedules
• 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
• Attend to PA duties: Diary management, meeting scheduling, responding to emails, travel arrangements

Minimum Requirements:

• Matric completed
• AI training (Advantageous)
• 2-3 years of experience as a Personal Assistant
• 2 - 3 years experience in wealth services industry
• Computer literate (MS Outlook, Excel, Word, CRMs)
• Fluent in written and spoken English

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:   25-May-2026

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Job description:

• To provide administrative assistance to the Advisers. 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 position will focus on personal and commercial lines business.

Responsibilities:

• Maintain and update the CRM systems (MyPractice / MyBase)
• General administration and compliance
• Ensuring smooth workflow in daily operations
• Preparing quotations for new and existing clients
• Issuing new policies, renewals and endorsements
• Building and maintaining good working relationships with clients and internal stakeholders
• Recording details and information on the relevant systems
• Handling claims

Minimum requirements:

• Matric completed
• NQF 4 Certificate in Short-Term Insurance
• 2 years commercial short-term insurance experience
• Regulatory Exam completed, RE5
• Proficient in both spoken and written English and one other official South African language
• Computer literacy (MS Office)
• DOFA confirmation from FSCA

Competencies required:

• Good verbal and written communication skills
• Strong attention to detail
• Strong administration skills
• Planning and organising skills
• Time management skills
• Problem-solving skills
• Ability to work independently and in a team environment
• Highly client focused with good interpersonal skills

Closing date:   25-May-2026

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Responsibilities:

• Receive instructions from advisers or clients regarding payments, statements, tax certificates, opening of accounts on system
• Confirmation of third-party payments for clients
• Bank and commission payment reconciliations
• FICA and compliance processes
• Foreign exchange transactions (inward and outward transactions)
• Interest rate comparisons (comparing against different banks) on request and monthly
• Liaise with lawyers regarding guarantees
• Maintain accurate and timeous filing on internal system
• Resolve all client queries either on email or telephonically 
• Act as support role for the other administrative staff in office

Minimum requirements:

• Matric/Senior Certificate
• Completed Finance related B.Com degree or National Diploma in Finance
• Clear credit and criminal record essential
• At least 3 years relevant work experience within the financial or banking industry

Competencies required:

• Communication skills
• Customer Service
• Attention to detail
• Proficient in MS Office (Intermediate Excel, Word, Outlook) and general computing skills

Closing date:   18-May-2026

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Job description:

• The Claims Consultant will be responsible for registering personal and commercial lines claims as requested from client or adviser on the systems or at the relevant product provider following the claims processes.

Responsibilities:

• Receive claim from the client or adviser and make sure that cover is in place and premiums paid up to date.
• Register personal and commercial lines claims on relevant system or at the product provider.
• Request outstanding information / documents from the client.
• Appoint assessor where applicable.
• Follow the claims process and procedures.
• Follow claims up and provide assistance to the provider and client where needed.
• Provide regular feedback to the client and adviser on the progress of the claim.
• Report complicated claims, rejections to management before speaking to the client.
• Finalise claim and upload all documents to myPractice under the clients profile on notes.
• Ensure that all processes are in place, if not, request adviser / team leaders assistance.

Minimum Requirements:

• Grade 12
• Fully computer literate (MS Word, Excel, and Outlook)
• NQF Level 4 – Full qualification (short-term insurance)
• Successfully completed the RE 5 Examination (Representatives)
• A minimum of 3 years working experience within the short-term Insurance industry
• DOFA confirmation from FCSA
• Proficient in both written English and at least one other of the official South African languages

Competencies:

• Good verbal and written communication skills
• Good administration skills
• Excellent planning and organising skills
• Problem solving and analysis
• Time management skills
• Good negotiation skills
• Resilient with a good level of stress tolerance
• Highly client-focused with good interpersonal skills

Closing date:   25-May-2026

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Job description:

• An exciting opportunity has become available for a Financial Manager who will be responsible for the financial management of the finance department. The incumbent will report to the divisional Finance Manager,  and work closely with the CFO and other financial managers in PSG Distribution.

Responsibilities:

• Management Reporting and Analysis of accounts
• Ensure all control accounts are reconciled monthly
• Monthly Income statement and balance sheet reconciliations
• Assist Regional Managers with financial information
• Review and distribution of Advisor commission statements
• Ensure all statutory payments are paid (E.g. VAT, Income Tax) & will take responsibility for VAT calculation on monthly basis
• Assist with Adviser queries until resolution and manage Advisor expectations
• Ensure sufficient functioning of financial systems (e.g. Accpac)
• Establish and maintain financial management mechanisms that reduce financial risk
• Cash flow Management
• Ad hoc projects (manage & implement), with a focus on commission tracking and payment automation
• Manage and approve of payments
• Account of more complex transactions (for example acquisitions & purchase price allocations)
• Manage/mentor junior staff

Minimum requirements:

• Qualified Charted Accountant (CA) qualification
• Completed SAICA articles
• 3 years’ relevant work experience in Finance

Competencies required:

• Problem Solving and Analysis
• Planning and organising
• Leadership skills
• Good decision making skills
• Financial policy and systems knowledge
• Quality and detail orientated
• Results driven
• Computer literacy (Intermediate MS Excel)

Closing date:   19-May-2026