Administrative Assistant – Tzaneen, Limpopo – Permanent | PSG Konsult Ltd
Job Location : Limpopo,
Deadline : February 28, 2026
About the Role
The Administrative Assistant in Tzaneen drives operational efficiency by managing high-RPM financial data and client documentation. Utilizing Oracle for financial integration and Salesforce for client lifecycle management, the assistant ensures 100% compliance with FICA and FAIS regulations. Their work minimizes operational risk through meticulous record-keeping and ensuring that administrative data is optimized for risk assessment and investment growth.
Job description:
- The Administrative Assistant is primarily responsible for performing after sales service offering 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
- Implement new business
- Prepare risk and investment quotes
- Prepare client files
- Process client queries and instructions
- Administer all products
- Coordinate prospect projects
- Maintain the CRM system
- Maintain and upload Compliance & FICA as per FSCA regulations
Minimum requirements:
- Grade 12 / NQF4 qualification
- 2 – 3 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’ preference will be Afrikaans – spoken.
- Computer literacy (MS Office)
Additional requirements:
- RE5
Competencies required:
- Resilient
- Teamwork
- Organising and planning and good reception abilities
- Client service orientation
- Attention to detail
Deadline:31st December,2025
Career Growth & Education
A degree in Business, Finance, or Public Administration provides the necessary foundation, while advancement is driven by mastering financial planning KPIs and regional engagement strategies. Career growth leads toward Office Manager or Wealth Consultant roles. Gaining expertise in digital economy leadership and obtaining professional certifications through specialized workshops can facilitate global mobility and senior leadership opportunities.
Salary & Financial Insight
Estimated monthly salaries range from R12,500 to R22,500, reflecting the technical and analytical nature of modern financial administration. Professionals should prioritize building a robust investment portfolio that includes exchange-traded funds and tax-efficient savings accounts.
Interested and Qualified candidates should Click here to Apply Now
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