Administrative Assistant

2 days ago

Pretoria, Gauteng, South Africa PSG Konsult Full time R104 000 - R208 000 per year

Designation:

Administrative Assistant | Pretoria, Gauteng | Permanent

Category:

Administration and Operations

Job Level:

Semi-skilled and discretionary decision making

Posted by:

PSG Financial Services

Posted on:

14 Nov 2025

Reference Number:

POS40139

Closing date:

28-Nov-2025

Position Type:

Permanent

Location:

Pretoria Boardwalk

Overview:

VACANCY | ADMINISTRATIVE ASSISTANT | PRETORIA, GAUTENG | 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 performing after sales service 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. The role needs excellent client relationship management and office administrative skills.

Responsibilities:
  • Process client queries and instructions
  • Gather Policy information
  • Handle new application and quotations
  • Handle and solve client enquiries (all existing business enquiries)
  • Prepare investment review appointments
  • Maintain CRM system
  • Rebalance and maintain existing portfolios
  • Prepare and distribute monthly/quarterly statements
  • Office Management and Administration
  • New business implementation
  • Reception duties
  • Ensure FAIS Compliance
  • Load new/existing business applications
  • Employee benefit administration
  • Diary management – new and existing business cases
  • Diary management for Wealth Adviser
  • Arranging appointments between Wealth Adviser and Clients
  • Commission allocation and front office account duties
  • Preparing and implementing Life/investment etc. proposals
Minimum requirements:
  • Grade 12
  • Minimum +1 Year experience in the financial services industry
  • Proficient in both spoken and written English and at least one other of the official South African languages
  • Computer literacy (MS Office) – Highly competent in Excel
  • Strong technical, organisation, planning and administrative skills
  • Good verbal and written communication skills
  • Able to handle admin pressure
Competencies required:
  • Excel Spreadsheet and basic accounts
  • Communication skills (verbal & written)
  • Problem solving
  • Attention to detail
  • Client Centricity
  • Good time management
How to apply:

Candidates interested must apply here by no later than 28 November 2025 OR browse available PSG Careers vacancies

By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 4 weeks of your application, please accept that your application was not successful.

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