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