Wealth Administrator

VACANCY | WEALTH ADMINISTRATOR | DURBANVILLE, WESTERN CAPE | PERMANENT 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 Wealth Adviser Assistant will provide broad administrative support to the practice, with a focus on ensuring that client servicing, business processing and administration are handled efficiently and consistently. The role is intended to support efficient business processes, accurate documentation preparation and timely follow-up across the client service process, contributing to an efficient, well-organised and client-focused practice. The position requires flexibility and the ability to support a range of practice needs. Responsibilities: Gathering and processing of information Compiling reports Obtaining quotes and compiling applications Assisting clients with general administrative queries Managing adviser diaries Assisting with the review preparation and implementation Recording, maintaining and updating record-keeping systems Preparing and distributing of client communication Building and maintaining relationships with important stakeholders Maintaining service level agreements Managing risk in terms of compliance requirements Maintaining efficient operational and administrative processes Minimum Requirements: Matric Relevant financial degree/ NQF5 in Wealth Management (Advantageous) 3-5 years administration relevant working experience within the financial services industry Additional Requirements: Computer literacy (Microsoft Suite) Must have own reliable transport Skillset Required: Professional client communication skills (verbal and written) Time management and prioritisation Organisation and planning ability Presentation and client-service orientation Attention to detail and accuracy Engage confidently with clients and various stakeholders Problem solving skills Energetic, collaborative and team-orientated approach How to apply: Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAk by no later than 22 August 2026. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.