Administrative Assistant (POS40486)
Job Details
-
Job Title: Administrative Assistant
-
Company: PSG Financial Services
-
Location: Bloemfontein (Preller Walk Centre, Genl Hertzog Drive)
-
Reference Number: POS40486
-
Position Type: Permanent
-
Category: Administration and Operations
-
Job Level: Skilled / Junior Management / Supervisory
-
Posted On: 18 March 2026
-
Closing Date: 29 March 2026
Overview
The Administrative Assistant role focuses on delivering after-intermediary services to clients, helping maintain strong and ongoing customer relationships.
The position requires excellent administrative ability and client service skills to ensure quality service delivery, improve client retention, and support the overall Practice Service model.
Job Description
The Administrative Assistant is responsible for supporting office operations and assisting clients with administrative and policy-related matters.
The role involves managing client interactions, handling documentation, supporting advisers, and ensuring efficient workflow within the office.
Key Responsibilities
Administration
-
Filing, scanning, and typing correspondence
-
General office administration
-
Preparing and maintaining client files
Client Service
-
Answering telephone calls and assisting walk-in clients
-
Managing and resolving client queries
-
Providing support on policies and procedures
Operational Support
-
Preparing renewals and following up on claims
-
Scheduling appointments and managing adviser diaries
-
Maintaining CRM systems and asset registers
-
Proactive planning for upcoming tasks and deadlines
Minimum Requirements
-
Grade 12 (Matric)
-
2–3 years’ experience in Short-Term Insurance within financial services
-
Proficient in English and at least one other official South African language
-
Computer literacy (MS Office)
Advantageous:
-
RE5 certification
-
NQF4/5 in Short-Term Insurance
Key Competencies
-
Strong organising and planning skills
-
Attention to detail
-
Client service orientation
-
Teamwork and collaboration