Wealth Management Administration Specialist

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

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