Administrative Assistant Somerset West, Western Cape Permanent

7 days ago

Somerset West, South Africa PSG Konsult Ltd. Full time

**Designation**:

- Administrative Assistant | Somerset West, Western Cape | Permanent

**Category**:

- Administration and Operations

**Job Level**:

- Semi-skilled and discretionary decision making

**Posted by**:

- PSG Financial Services

**Posted on**:

- 11 Jul 2025

**Reference Number**:

- POS05236

**Closing date**:

- 26-Jul-2025

**Position Type**:

- Permanent

**Location**:

- Somerset West St James Street

**Overview**:
**VACANCY | ADMINISTRATIVE ASSISTANT | SOMERSET WEST, WESTERN CAPE** **| PERMANENT**

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

**Job description**:
The Administrative Assistant is primarily responsible for managing the admin to assist the Wealth Adviser. 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 office administrative skills.

**Responsibilities**:

- 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)
- 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

**Minimum requirements**:

- Grade 12 qualification
- RE 5 or Wealth related qualification (Advantageous)
- 3 - 5 years administrative experience within the wealth industry
- Computer literacy (MS Office)

**Competencies required**:

- Ability to work independently
- Eager to learn
- Efficient and accurate
- Hard-working
- Initiative
- Organising and planning
- Perform well under pressure
- Client service orientation
- Attention to detail

**How to apply**:

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