Wealth Investment Administrator | Port Elizabeth, Eastern Cape | Permanent

PSG Konsult Ltd.; Gqeberha; On-site; ZAR 280,000 - 360,000; Full time

Job summary

PSG Financial Services in Port Elizabeth (Gqeberha) seeks a Wealth Investment Administrator to support wealth managers with efficient administration and client service. You will handle new applications, maintain portfolios, and ensure accurate records in a fast-paced environment.

The role requires 3–5 years in financial services administration, a relevant qualification, and strong MS Office skills. You will interact with clients professionally and manage documentation and queries with precision.

Qualifications

• 3–5 years of administration experience in financial services.
• Matric and a relevant financial planning or investment management qualification.
• Excellent communication, organisational and time-management skills.

Responsibilities

• Provide professional and efficient administrative support to Wealth Advisers.
• Build and maintain positive client relationships and deliver high-quality service.
• Process client instructions, applications, and investment transactions accurately and timely.
• Administer a range of wealth and investment products and services.
• Respond to client queries and resolve administrative matters effectively.
• Maintain accurate client records and documentation within the CRM system.
• Prepare and distribute tax certificates, monthly and quarterly client statements.
• Ensure records comply with company and regulatory requirements.
• Collaborate with internal stakeholders to support business objectives.
• Demonstrate reliability, professionalism and initiative.

Skills

Attention to detail

Client service

Time management

Verbal & written communication

Reliability

Initiative

Education

Matric Certificate

Financial Planning / Investment Management qualification

Tools

Microsoft Office Suite

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: 16 Oct 2026

Reference Number: POS41415

Closing date: 29-Oct-2026

Position Type: Permanent

Location: Port Elizabeth 146 Cape Road

Overview:

VACANCY| WEALTH INVESTMENT ADMINISTRATOR | PORT ELIZABETH, EASTERN 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.

We are seeking a detail-oriented and client-focused Wealth Investment Administrator to join our team in Gqeberha. The successful candidate will play a key role in supporting wealth managers through the efficient administration of wealth and investment business, processing of new applications, and ongoing maintenance of client investment portfolios.

This position offers an excellent opportunity for an individual with wealth and investment administration experience who enjoys building strong client relationships and delivering exceptional administrative support in a fast-paced environment.

Responsibilities

• Provide professional and efficient administrative support to Wealth Advisers
• Build and maintain positive relationships with clients while delivering a high standard of client service.
• Process client instructions, applications, and investment transactions accurately and timeously
• Administer a range of wealth and investment products and services
• Respond to client queries and resolve administrative matters effectively.
• Maintain accurate client records and documentation within the CRM system.
• Prepare and distribute tax certificates, as well as monthly and quarterly client statements
• Ensure all client and investment administration records are maintained in accordance with company and regulatory requirements
• Collaborate effectively with internal stakeholders to support business objectives.
• Matric Certificate
• Relevant qualification in Financial Planning, Investment Management, or a related field
• 3 to 5 years experience in administration within a financial services institution such as wealth management, investment management, or a brokerage environment
• Advanced proficiency in Microsoft Office Suite.
• Strong attention to detail and accuracy.
• Excellent verbal and written communication skills.
• Strong organisational and time management skills.
• The ability to perform well under pressure and meet deadlines.
• Reliability, accountability, and professionalism.
• A willingness to learn, take initiative, and follow through on instructions.
• Confidence in engaging with clients and providing exceptional service.