PSG Wealth Financial Planning: Administrative Assistant

  • Post author:
  • Post published:Aug 12, 2021
  • Post category:Jobs

Job description:

The candidate will be responsible for rendering an all-inclusive administrative management service to the business/practice.


  • Coordinate all administrative processes in the practice
  • Diary management and travel arrangements
  • Monthly & weekly reporting
  • Relationship management for internal and external clients
  • Maintain CRM (Client Relationship Management) and the integrated electronic and paper-based filing systems
  • Coordinate all office communication
  • Attend to all client related queries
  • Evaluate systems for improvement
  • Contact all relevant service providers
  • General maintenance of office
  • Ad-hoc & special projects

Minimum requirements:

  • Minimum entry level qualification equivalent to Grade 12 / NQF4 qualification
  • 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)

Recommended requirements:

  • Secretarial qualification

Competencies required:

  • Time management skills
  • Organising and planning
  • Ability to work under pressure

Candidates interested must forward their CV with the vacancy title and location (Administrative Assistant – Grahamstown) in the subject line to [email protected] by no later than 16 August 2021. If you are not contacted within 2 weeks of your application, please accept that your application was not successful.