Administrative Assistant: Port Elizabeth

PSG is a leading independent financial services group with an extensive national footprint and a strong presence in Namibia. Since 1998, we have provided value-orientated financial solutions, ranging from asset and wealth management to insurance. We are currently looking for a professional and organized Administrative Assistant to join our team in Port Elizabeth.

Job Overview

• Job Type: Full Time
• Qualification: Matric (Grade 12)
• Experience: 1 – 2 years
• Location: Port Elizabeth, Eastern Cape
• Category: Administration / Secretarial

The Role

The purpose of this position is to provide reliable office support. You will handle general administration, manage the reception desk and switchboard, and assist with client-related documentation to ensure the office runs efficiently.

Key Responsibilities

Office Administration

• Order and manage general office supplies.
• Organize and coordinate courier services.
• Follow up with clients regarding seminars and event attendance.
• Manage and update Adviser diaries.

Reception Duties

• Answer and redirect incoming calls and take accurate messages.
• Manage reservations for boardroom meetings.
• Greet and assist all clients and visitors arriving at the office.
• Schedule appointments with clients and prospects on behalf of Advisers.

Client Administration

• Maintain up-to-date knowledge of product provider websites and contact details.
• Upload and update client information on the company system.
• Prepare investment statements, tax certificates, and correspondence.
• Set up and maintain physical and electronic client files (MyPractice).
• Submit and monitor new applications or account changes.

Minimum Requirements

• Grade 12 (Matric).
• 1 to 2 years of administration experience, preferably within the financial services industry.
• Proficiency in Microsoft Office, specifically Excel and Word.
• Fluent in written and spoken English and at least one other official South African language.

Required Competencies

• Excellent time management and organizational skills.
• A strong team player who can also work independently.
• Professional and presentable appearance.
• Strong orientation toward client service.
• High level of attention to detail.

Closing Date: 20 February 2026

How to Apply

If you meet the requirements and are interested in this position, please submit your application through the PSG Konsult recruitment portal.