Administrative Assistant | Paarl, Western Cape | Permanent

PSG Konsult Ltd.; Paarl; On-site; ZAR 120,000 - 180,000; Full time

Job summary

PSG Konsult Ltd. in Paarl invites applications for an Administrative Assistant role focused on after-sales service and client relationship management within the stockbroking environment.

The role requires strong English proficiency, solid admin skills, and the ability to work independently while building lasting relationships, maintaining CRM records, handling queries, and ensuring FAIS compliance.

Qualifications

• Matric completed.
• 1-2 years of experience in the financial services industry.
• Relevant experience within a financial planning, stockbroking and/or investment environment (Advantageous).
• Proficient in both spoken and written English and an official South African language.

Responsibilities

• Interact, manage and provide effective client service.
• Process client queries and instructions.
• Administer all products.
• Research product information.
• Gather policy information.
• Handle new applications 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.
• Ensure FAIS compliance.
• Load new/existing business applications.

Skills

Client service

CRM management

Communication

Independent work

Initiative

Education

Matric completed

Tools

CRM system

Job description

Category: Administration and Operations

Job Level: Semi-skilled and discretionary decision making

Posted by: PSG Financial Services

Posted on: 12 Oct 2026

Reference Number: POS40687

Closing date: 26-Oct-2026

Position Type: Permanent

Location: Paarl Cecilia Square Stockbroking

Overview:

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 business applications
• Matric completed
• 1 - 2 years of experiencein the financial services industry
• Relevant experience withina financial planning, stockbroking and/or investment environment(Advantageous)
• 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