Financial Services Admin 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

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.