Administrative Assistant | Umhlanga, KwaZulu-Natal | Permanent

Designation: Administrative Assistant | Umhlanga, KwaZulu-Natal | Permanent

Category: Administration and Operations

Job Level: Semi-skilled and discretionary decision making

Posted by: PSG Financial Services

Posted on: 18 Aug 2026

Reference Number: POS40856

Closing date: 01-Sept-2026

Position Type: Permanent

Location: Umhlanga Portfolio Management

Overview:

**VACANCY |**ADMINISTRATIVE ASSISTANT | UMHLANGA, KWAZULU-NATAL | 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:

The Administrative Assistant is primarily responsible for performing after sales service to customers, thereby contributing to the ongoing customer relationship. 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.

Responsibilities:

• Interact, manage and provide effective client service
• Process client queries and instructions
• Administer all products
• Research product information
• Gather Policy information
• Handle new application and quotations
• Handle and solve client enquiries (all existing business enquiries)
• Prepare investment review appointments
• Maintain CRM system
• Rebalance and maintain existing portfolios
• Prepare and distribute monthly/quarterly statements
• Manage Administrative Documentation (detailed records)
• Build and maintain good working relationships
• Record details of transactions
• Maintain Service Level agreement deadlines
• Ensure FAIS Compliance
• Load new/existing business applications

Minimum Requirements:

• Matric completed
• NQF 5 in Wealth Management or National Diploma (Advantageous)
• 5+ years of experience in the financial services industry
• Relevant experience within a financial planning, stockbroking and/or investment environment
• Computer literate (MS Outlook, Excel, Word, CRMs)
• Proficient in both spoken and written English and at least one other of the official South African languages

Competencies:

• Team player
• Attention to detail
• Professional email and phone etiquette
• Ability to work independently
• Initiative
• Adaptable and fast learner
• Strong verbal and written communication skills
• Good administration, organisation, and planning skills
• Able to handle admin pressure
• Keen for long-term growth within the business

How to apply:

Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAk by no later than 01 September 2026. 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.