Administrative Assistant | Grahamstown, Eastern Cape | Permanent

PSG Konsult Ltd.; Makhanda; On-site; ZAR 180,000 - 240,000; Full time

Job summary

PSG Konsult Ltd. in Grahamstown, Eastern Cape, is seeking an Administrative Assistant to support two financial advisers and manage client instructions, documentation, and CRM records. The role emphasises accuracy, organisation and timely follow-ups in a professional services environment.

The successful candidate will have Matric and prior administrative experience, strong English, and proficiency with MS Office and CRM systems. A long-term commitment is expected.

Qualifications

• Matric/Grade 12 is required.
• Previous administrative experience is required, preferably in a professional services environment.
• Proficiency with MS Outlook, Word and Excel is expected.
• Experience with CRM systems is advantageous.
• Strong English skills are essential.
• Able to work independently within established procedures.

Responsibilities

• Provide professional and efficient client service.
• Process new business applications and client instructions.
• Prepare client files and documentation for reviews.
• Maintain accurate client records on the CRM system.
• Manage client compliance and FICA requirements.
• Liaise with service providers and follow up on outstanding instructions.
• Assist with general office administration.

Skills

Attention to detail

Professional demeanor

Independent worker

Reliability and punctuality

Team player

Willingness to learn

Education

Matric / Grade 12

Tools

MS Outlook

MS Word

Excel

CRM systems

Job description

Administrative Assistant | Grahamstown, Eastern Cape | Permanent Login

Designation: Administrative Assistant | Grahamstown, Eastern Cape | Permanent

Category: Administration and Operations

Job Level: Semi-skilled and discretionary decision making

Posted by: PSG Financial Services

Posted on: 27 Oct 2026

Reference Number: POS40895

Closing date: 09-Nov-2026

Position Type: Permanent

Location: Grahamstown Oatlands Road

Overview:

VACANCY| ADMINISTRATIVE ASSISTANT | GRAHAMSTOWN,EASTERN CAPE |PERMANENT

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.

We are an established private client wealth managementpractice based in Grahamstown/Makhanda, serving individuals and families acrossthe Eastern Cape. We are a small, close-knit team looking for a Client ServiceAdministrator to join us.

The role involves working closely with two financialadvisers to ensure that client instructions, investment administration,reviews, compliance requirements and follow-ups with product providers arehandled accurately, efficiently and on time. An important part of the role istaking ownership of administrative processes and ensuring that client requestsare followed through to completion.

We are looking for someone who is professional andapproachable with clients, highly organised, comfortable working with systemsand able to work independently within established procedures. This is along-term position with an established and growing practice.

Responsibilities:

• Provide professional andefficient client service.
• Process new businessapplications and client instructions.
• Prepare client files anddocumentation for reviews.
• Maintain accurate clientrecords on the CRM system.
• Manage client complianceand FICA requirements.
• Liaise with serviceproviders and follow up on outstanding instructions.
• Assist with general officeadministration.
• Matric / Grade 12.
• Previous administrativeexperience is required, preferably in a professional services environment.Experience in financial planning, legal or accounting practices would beadvantageous but is not essential.
• Strong written and spokenEnglish; an additional South African language is advantageous.
• Computer literate, withproficiency in MS Outlook, Word and Excel. Experience with CRM systems isadvantageous.

Skillset Required:

• Strong attention to detailand organisational skills.
• Professional and friendlymanner with clients.
• Ability to workindependently and take initiative.
• Reliable, efficient andable to meet deadlines.
• Team player with awillingness to learn.
• Interested in a long-termrole within the practice.

Return-to-work applicants

We welcome applications from experienced administratorsreturning to the workplace after a career break. We value maturity,reliability, strong organisational ability, and the capacity to build long-termrelationships with clients.