Administrative Assistant – PSG Wealth Financial Planning (Pty) Ltd

By | February 7, 2020

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 offering to customers, thereby contributing to the ongoing customer relationship. The role needs excellent client relationship management and office administrative skills.


  • Gather Policy information
  • Compile a summary of information
  • Research product information
  • Handle and solve client enquiries
  • Diary management
  • Report new business statistics
  • Prepare investment review appointments
  • Maintain CRM system

Minimum requirements:

  • Minimum entry level qualification equivalent to Grade 12 / NQF4 qualification
  • 2 years relevant work experience within the financial services industry
  • Proficient in both spoken and written English and at least one other of the official South African languages
  • Computer literacy (MS Office)
  • Own reliable transport


  • Organising and planning
  • Client Service
  • Attention to detail

Job title: Administrative Assistant

Career level: Junior

Qualification Grade 12

Location: Tzaneen

Company industry: Financial Services

Employment status: Full Time

Years of experience: 2 years

Apply by sending your CV to this Email


Candidates interested must forward their CV with the vacancy title and location (Administrative Assistant – Tzaneen) in the subject line to [email protected] . If you are not contacted within 2 weeks of your application, please accept that your application was not successful.

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