Wealth Investment Administrator

VACANCY | WEALTH INVESTMENT ADMINISTRATOR | PORT ELIZABETH, EASTERN 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 Summary

We are seeking a detail-oriented and client-focused Wealth Investment Administrator to join our team in Gqeberha. The successful candidate will play a key role in supporting wealth managers through the efficient administration of wealth and investment business, processing of new applications, and ongoing maintenance of client investment portfolios. This position offers an excellent opportunity for an individual with wealth and investment administration experience who enjoys building strong client relationships and delivering exceptional administrative support in a fast-paced environment.

Key Responsibilities

• Provide professional and efficient administrative support to Wealth Advisers
• Build and maintain positive relationships with clients while delivering a high standard of client service.
• Process client instructions, applications, and investment transactions accurately and timeously
• Administer a range of wealth and investment products and services
• Respond to client queries and resolve administrative matters effectively.
• Maintain accurate client records and documentation within the CRM system.
• Prepare and distribute tax certificates, as well as monthly and quarterly client statements
• Ensure all client and investment administration records are maintained in accordance with company and regulatory requirements
• Collaborate effectively with internal stakeholders to support business objectives.

Requirements

• Matric Certificate
• Relevant qualification in Financial Planning, Investment Management, or a related field
• 3 to 5 years experience in administration within a financial services institution such as wealth management, investment management, or a brokerage environment
• Advanced proficiency in Microsoft Office Suite.

Competencies required:

• Strong attention to detail and accuracy.
• Excellent verbal and written communication skills.
• Strong organisational and time management skills.
• The ability to perform well under pressure and meet deadlines.
• Reliability, accountability, and professionalism.
• A willingness to learn, take initiative, and follow through on instructions.
• Confidence in engaging with clients and providing exceptional service.

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 29 October 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.