Portfolio Administrator | Hermanus, Western Cape | Permanent

PSG Konsult Ltd.; Hermanus; On-site; ZAR 360,000 - 540,000; Full time

Job summary

PSG Financial Services in Hermanus, Western Cape, is seeking a Portfolio Administrator for an office-based role from 08:00 to 17:00. The position focuses on after-sales service to advisers and clients, ensuring quality service, maximizing client retention and referrals, and maintaining accurate records.

The ideal candidate will have Matric, an NQF5 Wealth Management or related qualification, 5+ years of financial services experience, and strong English plus another SA official language.

Qualifications

• Matric/Gr 12 is required.
• NQF5 Wealth Management or an industry-related qualification is advantageous.
• 5+ years’ relevant work experience in financial services.
• Good knowledge of investment products, FAIS and FICA requirements.
• Proficient in English and at least one other SA official language.
• Proficient in Microsoft Office and CRM systems.

Responsibilities

• Interact, manage and provide effective client service.
• Implement new business processes and support.
• Interact, manage and provide effective administration support.
• Prepare client files and documentation.
• Process client queries and instructions.
• Maintain the CRM system to ensure up-to-date records.

Skills

Client service

Attention to detail

Communication skills

Problem solving

Analytical skills

Organising and planning

Independent work

Education

Matric/Gr 12

NQF5 Wealth Management or related qualification

Tools

CRM systems

Microsoft Office

Job description

Portfolio Administrator | Hermanus, Western Cape | Permanent Login

Designation: Portfolio Administrator | Hermanus, Western Cape | Permanent

Category: Administration and Operations

Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

Posted by: PSG Financial Services

Posted on: 23 Oct 2026

Reference Number: POS61053

Closing date: 05-Nov-2026

Position Type: Permanent

Location: Hermanus Magnolia Street

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.

The PortfolioAdministrator is primarily responsible for performing after sales service toadvisers and clients, 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- ,attention to detail and administrative skills.

Location:Office-based 08:00-17:00 in Hermanus. No remote work.

Responsibilities:

• Interact, manage andprovide effective client service
• Implementing new business
• Interact, manage andprovide effective administration support
• Implement new business
• Prepare client files
• Process client queries andinstructions
• Maintain the CRM system
• Matric/Gr 12.
• NQF5 Wealth Management oranother industry-related qualification (advantageous)
• 5+ years’ relevant workexperience within the financial services industry
• Good knowledge ofinvestment products, FAIS and FICA requirements
• Proficient in both spokenand written English and at least one other of the official South Africanlanguages
• Proficient in MicrosoftOffice, including Outlook, Excel and Word, and experienced in using CRMsystems
• Client centric
• Communication andinterpersonal skills
• Detail-oriented
• Problem solving
• Analytical skills
• Organising and planning,systematic
• Ability to operateindependently