Wealth Administrator | Durbanville, Western Cape | Permanent

PSG Konsult Ltd.; Durbanville; On-site; ZAR 240,000 - 360,000; Full time

Job summary

PSG Konsult Ltd. Durbanville, Western Cape, is seeking a Wealth Administrator Assistant to provide broad administrative support to the practice, focusing on client servicing, business processing and documentation accuracy.

The role requires flexibility to support a range of practice needs and to help maintain efficient, well-organised administrative processes. The successful candidate will have Matric, a relevant financial degree (advantageous), and 3–5 years of administration experience in

Qualifications

• Matric is required; a financial degree is advantageous.
• 3–5 years of administration experience within financial services.
• Excellent client communication skills, both written and verbal.

Responsibilities

• Gathering and processing information.
• Compiling reports and applications.
• Assisting clients with general administrative queries.
• Maintaining records and client communications.
• Supporting review preparation and implementation.

Skills

Professional client communication

Time management

Organisation and planning

Presentation and client-service

Attention to detail

Stakeholder engagement

Teamwork

Education

Matric

Wealth management degree/NQF5 (advantageous)

Job description

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: 18 Aug 2026

Reference Number: POS40868

Closing date: 30-Oct-2026

Position Type: Permanent

Location: Durbanville Oxford Street

Overview:

VACANCY | WEALTHADMINISTRATOR | DURBANVILLE, WESTERN 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.

The WealthAdviser Assistant will provide broad administrative support to the practice,with a focus on ensuring that client servicing, business processing andadministration are handled efficiently and consistently. The role is intendedto support efficient business processes, accurate documentation preparation andtimely follow-up across the client service process, contributing to an efficient, well-organised and client-focused practice. The position requiresflexibility and the ability to support a range of practice needs.

Responsibilities:

• Gathering and processingof information
• Compiling reports
• Obtaining quotes andcompiling applications
• Assisting clients withgeneral administrative queries
• Assisting with the reviewpreparation and implementation
• Recording, maintaining andupdating record-keeping systems
• Preparing and distributingof client communication
• Building and maintainingrelationships with important stakeholders
• Maintaining service levelagreements
• Managing risk in terms ofcompliance requirements
• Maintaining efficientoperational and administrative processes
• Matric
• Relevant financial degree/NQF5 in Wealth Management (Advantageous)
• 3-5 years administrationrelevant working experience within the financial services industry

Additional Requirements:

• Must have own reliabletransport

Skillset Required:

• Professional clientcommunication skills (verbal and written)
• Time management andprioritisation
• Organisation and planningability
• Presentation andclient-service orientation
• Attention to detail andaccuracy
• Engage confidently withclients and various stakeholders
• Energetic, collaborativeand team-orientated approach