Administrative Assistant

Psg Wealth Lowveld Stockbroking & Financial Planning; Mbombela; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services provider in Mbombela is looking for a bilingual Administrative Assistant to provide support to financial advisers. The ideal candidate has strong organizational skills, proficiency in Microsoft Office, and experience in the financial services industry. This temp-to-perm role offers growth opportunities in a supportive environment.

Benefits

Growth and development opportunities

Supportive work environment

Qualifications

• Fluent in English and Afrikaans or another official language.
• 2-3 years of relevant work experience in financial services.
• Experience as an Admin Assistant, Personal Assistant, or similar role.

Responsibilities

• Provide administrative support to financial advisers and management.
• Handle client correspondence and maintain accurate records.
• Assist with scheduling, filing, and document preparation.
• Manage data entry and CRM updates.
• Prepare client files and process client queries.

Skills

Organizational skills

Communication skills

Client service orientation

Proficiency in Microsoft Office

Time management skills

Attention to detail

Education

Matric/Grade 12

Relevant qualification

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

Administrative Assistant

Posted today

Job Description

SPI Wealth is a trusted financial services provider offering professional insurance and wealth management solutions. With a commitment to excellence and a brand identity rooted in integrity and earthy sophistication, we are looking for a capable and motivated individual to join our team.

Position Overview: We are seeking a bilingual, computer‑literate Administrative Assistant with strong organizational and communication skills to support our operations.

Key Responsibilities

• Provide administrative support to financial advisers and management
• Handle client correspondence and maintain accurate records
• Assist with scheduling, filing, and document preparation
• Manage data entry and CRM updates
• Communicate effectively in both English and a second language
• Support general office coordination and client service tasks
• Interact, manage and provide effective client service
• Implement new business opportunities
• Prepare risk and investment quotes
• Prepare client files
• Process client queries and instructions
• Administer all products
• Maintain the CRM system
• Maintain and upload Compliance & FICA documents as per FSCA regulations
• Have 2‑3 years of relevant work experience within the financial services industry

Additional Requirements

• Resilient and proactive in client service orientation
• Teamwork and collaborative spirit
• Organizing and planning skills with good reception abilities
• RE5 (resilient, efficient, professional)

Qualifications

• Proficient in Microsoft Office and general computer applications
• Fluent in English and Afrikaans (or at least one other official South African language)
• Strong attention to detail and time management skills
• Excellent verbal and written communication
• Previous experience in an administrative role within financial services is advantageous
• Proven experience as an Admin Assistant, Personal Assistant, or similar role
• Strong organizational and multitasking skills
• Proficiency in MS Office (Word, Excel, Outlook, PowerPoint)
• Ability to work independently and maintain confidentiality
• Professional attitude with strong attention to detail
• Matric/Grade 12 (a relevant qualification will be an advantage)

What We Offer

• Growth and development opportunities
• Supportive and professional work environment

Job Type: Temp to perm

Apply here before 21 October 2025