Designation: Wealth Investment Administrator | Kimberley, Northern Cape | Permanent
Category: Administration and Operations
Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by: PSG Financial Services
Posted on: 17 Jul 2025
Reference Number: POS39738
Closing date: 31-Jul-2025
Position Type: Permanent
Location: Kimberley Du Toitspan Road

Overview:

VACANCY | WEALTH INVESTMENT ADMINISTRATOR | KIMBERLEY, NORTHERN 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.

Responsibilities:

• Assist and support Wealth Adviser by dealing with client queries telephonically or by written correspondence as required.

• Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner.

• Work closely with Wealth Adviser

• Provide ongoing feedback to clients.

• Preparing and implementing investment proposals.

• Processing of new business applications (capturing and quality checking).

• Follow up on applications and instructions

• Assist clients with completing forms, check forms for correctness, updating of client information, obtain all FICA related information from client.

• Ensure all electronic documents are loaded on the internal system.

• Responsible for client’s portfolio switches, rebalances, withdrawals, investment allocation, local and offshore share portfolios

Minimum requirements:

• Matric

• At least 3 years relevant work experience in Financial Services industry

• BCom qualification ( Advantageous )

• Proficient in both spoken and written English and at least one other of the official South African languages

• Computer literacy (MS Office)

Competencies required:

• Analytical skills

• Planning and Organising skills

• Prioritization

• Problem-solving skills

• Time management / Deadline driven

• Innovative and creative thinking.

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 31 July 2025. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.