Wealth Administrator | Saxenburg Business Park (Kuils River) at PSG Konsult Ltd

Job Description :


PSG has an exciting career development opportunity for an individual interested in a career as an assistant within the investment industry. Overall, you will be responsible for supporting the Adviser with servicing the clients.


Responsibilities:


Reception
General administrative duties
Provide comprehensive administrative support to a Wealth and Risk 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)
Process and submit new business applications for life insurance, investments, retirement, and savings products
Liaise with product providers, underwriters, and clients to follow up and track applications
Prepare client review packs, portfolio/investment summaries, and compliance documents
Maintain accurate client records, FICA documents, and ensure regulatory compliance
Manage daily workflows, CRM updates, and client communications
Compile quotes from major insurers
Client engagement and service
Ensure FAIS Compliance


Minimum requirements:


Matric
5 years administration experience
Proficient in both spoken and written English and at least one other of the official South African languages
Computer literacy (MS Outlook, Excel, and Word)
Relevant previous experience in wealth systems


Competencies required:


Communication skills
Telephone etiquette
Problem-solving skills
Analytical skills
Able to work in a team
Able to work under pressure
Attention to detail


Closing date: 29-Apr-2026