Administrative Assistant – Bethlehem, Free State – Permanent | PSG Konsult Ltd
Job Location : Free State, Bethlehem
Deadline : February 28, 2026
About the Role
This role manages the technical administration of financial data and ensures 100% compliance within a high-RPM wealth management office in Bethlehem. Utilizing Salesforce for client engagement and Oracle for financial reporting, the assistant reduces operational risk by maintaining precise record-keeping. Their work is pivotal for leveraging data to enhance the client service experience and ensuring the regulatory integrity of the regional financial practice.
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
- Employee benefit administration
Minimum requirements:
- Grade 12 / NQF5 qualification
- NQF5 Wealth Management
- Successfully completed the RE 5 Examination (Representatives)
- Minimum 2 Year experience in 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) – Highly competent in Excel
- Strong technical, organisation, planning and administrative skills
- Good verbal and written communication skills
- Able to handle admin pressure
Competencies required:
- Customer Service
- Communication skills (verbal & written)
- Problem solving
- Attention to detail
- Team player
Deadline:5th January,2026
Career Growth & Education
A Grade 12 certificate and previous experience in financial services administration are required, with a Diploma in Wealth Management or Finance highly preferred. Assistants can advance to Financial Advisor or Practice Manager roles by completing regulatory examinations (RE5) and pursuing specialized bootcamps in digital finance. Participating in professional development workshops provides a pathway to senior roles in national and international finance firms.
Salary & Financial Insight
Estimated monthly salaries range from R12,500 to R22,500, plus performance incentives. Young professionals should focus on early financial literacy and starting a consistent savings habit in tax-free savings accounts to build a solid foundation.
Interested and Qualified candidates should Click here to Apply Now
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