Vacancy: Administrative Assistant.
Location: Bethlehem, Free State (President Boshoff Street).
Employment Type: Permanent.
Job Level: Semi-skilled (Discretionary decision-making).
Department: Administration & Operations.
Company: PSG Financial Services.
Reference Number: POS05179.
Closing Date: 05 January 2026.
Overview
PSG Financial Services is seeking a dedicated Administrative Assistant for its Bethlehem office. Our commitment to transformation and diversity drives us to build an inclusive workforce, with employment equity being a key focus. Preference will be given to candidates from designated groups, and persons with disabilities are encouraged to apply.
Job Purpose
The Administrative Assistant will be responsible for providing efficient after-sales support to clients, ensuring excellent service delivery and strengthening long-term customer relationships. The role focuses on delivering quality service, enhancing client retention, and supporting referrals in line with PSG’s Practice Service Model and procedures. Strong client relationship management and administrative skills are essential.
Key Responsibilities
Deliver effective and professional client service
Manage and respond to client queries and instructions
Administer and maintain all financial products
Research and gather relevant product and policy information
Process new applications and prepare quotations
Resolve client enquiries relating to existing business
Prepare investment review meetings and related documentation
Maintain and update the CRM system
Rebalance and manage existing investment portfolios
Compile and distribute monthly and quarterly statements
Maintain accurate administrative records and documentation
Build and sustain strong working relationships
Capture and record transaction details
Adhere to Service Level Agreement (SLA) deadlines
Ensure full FAIS compliance
Load new and existing business applications
Administer employee benefit processes
Minimum Requirements
Grade 12 / NQF Level 5 qualification
NQF Level 5 in Wealth Management
RE 5 qualification (Representatives)
Minimum of 2 years’ experience in the financial services industry
Proficiency in spoken and written English, plus at least one additional official South African language
Strong computer skills, particularly MS Office (advanced Excel proficiency)
Excellent organisational, planning, and administrative abilities
Strong verbal and written communication skills
Ability to work effectively under pressure
Competencies
Customer-focused approach
Strong communication skills
Problem-solving ability
High attention to detail
Ability to work well within a team
How to Apply
Interested candidates should apply by 05 January 2026 using the provided link or view other opportunities on the PSG Careers website:
http://bit.ly/3bD2iAk
By submitting an application, candidates consent to the storage and processing of their personal information. If no response is received within four weeks after the closing date, please consider the application unsuccessful.