Administrative Assistant (12 Month Contract)

PSG Konsult Ltd.; Welkom; On-site; ZAR 144,000 - 180,000; Full time

Job summary

PSG Konsult Ltd. in Welkom is looking for an Administrative Assistant on a 12 month contract to support after-sales service and client relationship management. The role emphasizes quality service, portfolio maintenance, and accurate documentation in a fast-paced office setting.

Ideal candidates have 5+ years in financial services, a Matric, and advantageous NQF5/central diploma. English and a SA language are required; strong admin skills and independent initiative are essential.

Qualifications

• Matric completed and SA language proficiency.
• 5+ years in the financial services industry.
• Experience in financial planning or stockbroking environment.
• Proficient in English and an official SA language.

Responsibilities

• Interact with clients and provide effective service.
• Process client queries and instructions.
• Administer products and research information.
• Handle new applications and quotations.
• Maintain CRM and distribute monthly statements.
• Ensure FAIS compliance and load new business applications.

Skills

Strong verbal and written comms

Team player

Ability to work independently

Initiative

Adaptable and fast learner

Good administration, organisation, and

Education

Matric completed

NQF 5 in Wealth Management or National Diploma (Advantageous)

Job description

Designation: Administrative Assistant (12 Month Contract) | Welkom, Free State | Temporary

Category: Administration and Operations

Job Level: Semi-skilled and discretionary decision making

Posted by: PSG Financial Services

Posted on: 15 Sep 2026

Reference Number: POS05384

Closing date: 28-Sept-2026

Position Type: Temporary

Location: Welkom Stateway

Overview:

VACANCY | ADMINISTRATIVEASSISTANT (12 MONTH CONTARCT) | WELKOM, FREE STATE | TEMPORARY

PSGs commitmentto transform and embrace diversity is what drives us to achieve a diverseworkplace with employment equity as a key goal to create an inclusiveworkforce. In achieving our employment equity goals, we give preference toapplicants from designated groups, and we encourage people with disability toapply.

TheAdministrative Assistant is primarily responsible for performing after salesservice to customers, thereby contributing to the ongoing customerrelationship. The focus of the role is to provide quality service and maximisecustomer retention and referral, in line with the Practice Service model andProcedures. The role needs excellent client relationship management and officeadministrative skills.

Responsibilities:

• Interact, manage andprovide effective client service
• Process client queries andinstructions
• Administer all products
• Research productinformation
• Gather Policyinformation
• Handle new application andquotations
• Handle and solve clientenquiries (all existing business enquiries)
• Prepare investment reviewappointments
• Maintain CRM system
• Rebalance and maintainexisting portfolios
• Prepare and distributemonthly/quarterly statements
• Manage AdministrativeDocumentation (detailed records)
• Build and maintain goodworking relationships
• Record details oftransactions
• Ensure FAISCompliance
• Load new/existing businessapplications
• Matric completed
• NQF 5 in Wealth Managementor National Diploma (Advantageous)
• 5+ years of experience inthe financial services industry
• Relevant experience withina financial planning, stockbroking and/or investment environment
• Proficient in both spokenand written English and an official South African language.
• Team player
• Ability to workindependently
• Initiative
• Adaptable and fast learner
• Strong verbal and writtencommunication skills
• Good administration,organisation, and planning skills
• Able to handle adminpressure
• Keen for long-term growthwithin the business