Administrative Assistant | Tyger Valley, Bellville, Western Cape | Permanent

PSG Wealth Menlyn; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services firm is seeking an Administrative Assistant to provide after-sales service and manage client relationships. Candidates should have a Matric Certificate and 3-5 years' experience in wealth services or the insurance industry. The role requires proficiency in English and attention to detail. This is a permanent position located at Tyger Waterfront Bonitas Office Park, with a closing date for applications on September 19, 2025.

Qualifications

• Matric Certificate (NQF5 Wealth Management & RE5 Exam passed advantageous).
• 3 - 5 years’ experience in wealth services/Insurance industry (Distribution space advantageous).
• Proficient in both spoken and written English, and at least one other official South African language.

Responsibilities

• Handling administration related to risk portfolios.
• 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.

Job description

Overview

Designation: Administrative Assistant | Tyger Valley, Bellville, Western Cape | Permanent

Category: Administration and Operations • Job Level: Semi-skilled and discretionary decision making

Location: Tyger Waterfront Bonitas Office Park

Posted by: PSG Financial Services

Posted on: 15 Sep 2025 • Closing date: 19-Sep-2025

Reference Number: POS40046

PSG’s commitment to transform and embrace diversity 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, preference is given to applicants from designated groups, and people with disabilities are encouraged to apply.

Job Description

The 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 referrals, in line with the Practice Service model and Procedures. The role requires excellent client relationship management and office administrative skills.

Responsibilities

• Handling administration related to risk portfolios
• 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

Minimum Requirements

• Matric Certificate (NQF5 Wealth Management & RE5 Exam passed advantageous)
• 3 - 5 years’ experience in wealth services/Insurance industry (Distribution space advantageous)
• Proficient in both spoken and written English, and at least one other official South African language

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
• Computer literate (MS Outlook, Excel, Word, CRMs)

How to Apply

Candidates interested must apply here by no later than 19 September 2025 or browse available PSG Careers vacancies at http://bit.ly/3bD2iAk.

By submitting your application, you give 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 assume that your application was not successful. For more information about careers at PSG, visit https://www.psg.co.za/careers