Administrator

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Discovery Life

Discovery Life is an ever growing fast-paced and dynamic environment that provides innovative risk assurance to individual clients.  This environment thrives on customer engagement and customer experience as well as mutually beneficial relationships with our brokers and other stakeholders.  It is important for our employees to provide world class service to our internal and external clients, thereby ensuring long and sustainable relationships.

About Discovery Wills and Trusts team

The Discovery wills and trust team is made up of dynamic and a passionate group of young individuals, dedicated to guiding clients through one of the most important decisions of their lives – drafting their wills and protecting their legacies. With our unique indemnity product, we go beyond the traditional – offering clients a safeguard that speaks to our commitment to excellence and innovation.

Role Description

The Administrator plays a vital support role within the sales department of a financial services organization. This individual is responsible for ensuring the smooth operation of administrative processes, enabling the sales team to focus on client engagement and sales. The Administrator will handle a wide range of tasks including document management, data processing, compliance monitoring, and providing general operational support to both the sales team and management.

Key Outputs / Job Responsibilities

Administrative Support:

• Prepare, process, and manage all client-related documentation and compliance paperwork.
• Ensure that all documentation complies with legal, regulatory, and company requirements.

Sales Team Assistance:

• This will include the follow up of documents from clients and brokers but will not be limited to this only and is subject to change when required

Reporting & Data Management:

• Manage and maintain databases to ensure data integrity and accuracy.

Process Coordination:

• Act as a liaison between the sales team, internal departments, and external stakeholders.
• Streamline workflows to reduce administrative burdens on Testamentary specialists.

Compliance & Quality Control:

• Ensure all documents are complete, accurate, and meet compliance requirements before submission.
• Keep up to date with regulatory changes impacting legal and financial documentation.

 Job / Role Requirements

EMPLOYMENT EQUITY   
                             
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.