Client Services Admin Specialist | Financial Services

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

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.