Administrative Assistant | Gqeberha, Eastern Cape | Permanent

PSG Wealth Menlyn; Gqeberha; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A financial services company in Gqeberha is looking for an Administrative Assistant to provide exceptional client service and support. The ideal candidate will have a BCom Degree and 3-5 years of experience in the financial services industry. Key responsibilities include managing client interactions and administering products while ensuring compliance. Strong analytical and planning skills are crucial for this role.

Qualifications

• 3-5 years’ experience in the financial services industry.
• Proficient in spoken and written English and at least one other official South African language.
• Strong analytical, Maths, planning and administrative skills.

Responsibilities

• Interact and manage effective client service.
• Process client queries and instructions.
• Administer all products.

Skills

Customer Service

Communication skills (verbal & written)

Problem solving

Attention to detail

Team player

Education

Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/Risk Management)

RE 5 Examination (Representatives)

Tools

MS Office

Job description

Overview

VACANCY | ADMINISTRATIVE ASSISTANT | GQEBERHA, EASTERN CAPE | 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

• Interact, manage and provide effective client service
• Process client queries and instructions
• Administer all products
• Research product information
• 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
• Manage Administrative Documentation (detailed records)
• Build and maintain good working relationships
• Record details of transactions
• Maintain Service Level agreement deadlines
• Ensure FAIS Compliance
• Load new/existing business applications
• Employee benefit administration

Minimum requirements

• Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management) or BCom (Economics)
• RE 5 Examination (Representatives) Advantageous
• 3-5 years’ 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 analytical, Maths, planning and administrative skills
• Good verbal and written communication skills
• Able to handle admin pressure

Competencies required

• Customer Service
• Communication skills (verbal & written)
• Problem solving
• Attention to detail
• Team player

How to apply

Candidates interested must apply here by no later than 17 September 2025 OR browse available PSG Careers vacancies http://bit.ly/3bD2iAk.

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. For more information about careers at PSG, visit https://www.psg.co.za/careers