Administrative Assistant

2 weeks ago

Nelspruit, Mpumalanga, South Africa PSG Wealth Lowveld Stockbroking & Financial Planning Full time R104 000 - R312 000 per year

Job description:

The Administrative Assistant is primarily responsible for performing 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. The role needs excellent client relationship management and office administrative skills.

Responsibilities:

  • Interact, manage and provide effective client service
  • Implement new business
  • Prepare risk and investment quotes
  • Prepare client files
  • Process client queries and instructions
  • Administer all products
  • Coordinate prospect projects
  • Maintain the CRM system
  • Maintain and upload Compliance & FICA as per FSCA regulations

Minimum requirements:

  • Grade 12 / NQF4 qualification
  • 2 - 3 years relevant work experience within 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)

Additional requirements:

  • RE5

Competencies required:

  • Resilient
  • Teamwork
  • Organising and planning and good reception abilities
  • Client service orientation
  • Attention to detail

Apply here before 21 October 2025 -

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