Administrative Assistant.
Location: Pretoria (Boardwalk), Gauteng.
Type: Permanent.
Category: Administration & Operations.
Job Level: Semi-skilled (discretionary decision making).
Company: PSG Financial Services.
Reference: POS40139.
Closing Date: 28 November 2025.
Overview
PSG is committed to transformation and diversity, aiming to build an inclusive workforce aligned with employment equity objectives. Preference will be given to candidates from designated groups, and individuals with disabilities are encouraged to apply.
Role Purpose
The Administrative Assistant provides after-sales service to clients, supporting ongoing relationships and ensuring excellent service delivery. The role focuses on enhancing customer satisfaction, improving retention, and supporting the Practice Service model. Strong administrative ability and client relationship skills are essential.
Key Responsibilities
Process client instructions and queries
Gather policy information
Manage new applications and prepare quotations
Resolve all existing business client enquiries
Prepare for investment review meetings
Maintain and update the CRM system
Rebalance and manage existing investment portfolios
Prepare and distribute monthly/quarterly statements
Oversee office administration and management
Implement new business processes
Perform reception duties
Ensure compliance with FAIS requirements
Load new and existing business applications
Handle employee benefits administration
Manage diaries for new and existing business
Schedule and coordinate client appointments for the Wealth Adviser
Manage commission allocations and front office accounts
Prepare and implement life and investment proposals
Minimum Requirements
Grade 12
At least 1 year of experience in the financial services sector
Fluent in English and at least one other official South African language
Computer literacy with strong MS Office skills (especially Excel)
Strong organisational, administrative, and technical skills
Excellent written and verbal communication abilities
Ability to work under administrative pressure
Required Competencies
Strong Excel and basic accounting skills
Effective communication
Problem-solving ability
High attention to detail
Client-focused mindset
Good time management
How to Apply
Apply by 28 November 2025 or browse other PSG vacancies at the provided careers link.
If you do not receive feedback within four weeks, please consider your application unsuccessful. Submission indicates consent for PSG Financial Services to process your personal information.