Administrative Assistant

Langebaan, Western Cape R800000 - R1200000 Y PSG Konsult

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Job Description

We are looking for an experienced Administrative Assistant who will be responsible for managing the admin to assist the Wealth Adviser. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs excellent client relationship management and office administrative skills. This role will include Receptionist duties and will require a professional demeanour and interpersonal skills to interact with walk-in clients.

Please note: The successful candidate will be required to be in office 5 days a week

Responsibilities:

  • General administrative duties
  • Provide comprehensive administrative support to a Wealth Advisor
  • Handle and manage all administrative duties around wealth, risk, medical aid and group scheme benefit policies and clients (Including updates, changes, etc.)
  • Prepare client files
  • Process client queries and instructions
  • Able to navigate and assist clients on CRM systems (Such as MyPractice)
  • Liaise with product providers and track applications
  • General receptionist duties including handling queries from walk-in clients

Minimum requirements:

  • Grade 12 qualification
  • Minimum 5 years administrative experience, preferably within the financial services, legal or accounting industries
  • Own transport and valid driver's licence
  • Computer literacy (MS Office)

Competencies required:

Presentable and friendly

Ability to work independently

Eager to learn

Efficient and accurate

Hard-working

Organising and planning

Perform well under pressure

Client service orientation

Attention to detail

How to apply:

Candidates interested must apply on the PSG Careers website OR browse vacancies by no later than 9th September 2025.

By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.

Job Type: Full-time

Education:

  • High School (matric) (Required)

Experience:

  • administration in financial services, legal or accounting: 5 years (Required)

Language:

  • Afrikaans (Preferred)

Location:

  • Langebaan, Western Cape (Preferred)

Work Location: In person

This advertiser has chosen not to accept applicants from your region.

Administrative Assistant

Langebaan, Western Cape R120000 - R180000 Y PSG Wealth Menlyn

Posted today

Job Viewed

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Job Description

Designation: Administrative Assistant | Langebaan, Western Cape | Permanent

Category: Administration and Operations

Job Level: Semi-skilled and discretionary decision making

Posted by: PSG Financial Services

Posted on: 02 Sep 2025

Reference Number: POS01797

Closing date: 09-Sep-2025

Position Type: Permanent

Location: Langebaan 844 Oostewal Street

Overview
VACANCY | ADMINISTRATIVE ASSISTANT | LANGEBAAN, WESTERN CAPE | PERMANENT
PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

Job Description
We are looking for an experienced Administrative Assistant who will be responsible for managing the admin to assist the Wealth Adviser. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs excellent client relationship management and office administrative skills. This role will include Receptionist duties and will require a professional demeanour and interpersonal skills to interact with walk-in clients.

Please note: The successful candidate will be required to be in office 5 days a week

Responsibilities

  • General administrative duties
  • Provide comprehensive administrative support to a Wealth Advisor
  • Handle and manage all administrative duties around wealth, risk, medical aid and group scheme benefit policies and clients (Including updates, changes, etc.)
  • Prepare client files
  • Process client queries and instructions
  • Able to navigate and assist clients on CRM systems (Such as MyPractice)
  • Liaise with product providers, underwriters, and clients to follow up and track applications
  • General receptionist duties including handling queries from walk-in clients

*Minimum requirements: *

  • Grade 12 qualification
  • Minimum 5 years administrative experience, preferably within the financial services, legal or accounting industries
  • Own transport and valid driver's licence
  • Computer literacy (MS Office)

*Competencies required: *

  • Presentable and friendly
  • Ability to work independently
  • Eager to learn
  • Efficient and accurate
  • Hard-working
  • Organising and planning
  • Perform well under pressure
  • Client service orientation
  • Attention to detail

*How to apply: *
Candidates interested must apply here by no later than 09 September 2025 OR browse available PSG Careers vacancies .

By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 4 weeks of your application, please accept that your application was not successful. For more information about careers at PSG, visit

This advertiser has chosen not to accept applicants from your region.

Administrative Assistant

Langebaan, Western Cape R104000 - R130878 Y PSG Konsult

Posted today

Job Viewed

Tap Again To Close

Job Description

Designation:

Administrative Assistant | Langebaan, Western Cape | Permanent

Category:

Administration and Operations

Job Level:

Semi-skilled and discretionary decision making

Posted by:

PSG Financial Services

Posted on:

02 Sep 2025

Reference Number:

POS01797

Closing date:

09-Sep-2025

Position Type:

Permanent

Location:

Langebaan 844 Oostewal Street

Overview:

VACANCY | ADMINISTRATIVE ASSISTANT | LANGEBAAN, WESTERN CAPE | PERMANENT

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

Job description:

We are looking for an experienced Administrative Assistant who will be responsible for managing the admin to assist the Wealth Adviser. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs excellent client relationship management and office administrative skills. This role will include Receptionist duties and will require a professional demeanour and interpersonal skills to interact with walk-in clients.

Please note: The successful candidate will be required to be in office 5 days a week

Responsibilities:
  • General administrative duties
  • Provide comprehensive administrative support to a Wealth Advisor
  • Handle and manage all administrative duties around wealth, risk, medical aid and group scheme benefit policies and clients (Including updates, changes, etc.)
  • Prepare client files
  • Process client queries and instructions
  • Able to navigate and assist clients on CRM systems (Such as MyPractice)
  • Liaise with product providers, underwriters, and clients to follow up and track applications
  • General receptionist duties including handling queries from walk-in clients
Minimum requirements:
  • Grade 12 qualification
  • Minimum 5 years administrative experience, preferably within the financial services, legal or accounting industries
  • Own transport and valid driver's licence
  • Computer literacy (MS Office)
Competencies required:
  • Presentable and friendly
  • Ability to work independently
  • Eager to learn
  • Efficient and accurate
  • Hard-working
  • Organising and planning
  • Perform well under pressure
  • Client service orientation
  • Attention to detail
How to apply:

Candidates interested must apply here by no later than 09 September 2025 OR browse available PSG Careers vacancies

By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 4 weeks of your application, please accept that your application was not successful. For more information about careers at PSG, visit

This advertiser has chosen not to accept applicants from your region.
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