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Administrator

Business Unit:  Discovery Invest
Function:  Administration and Office Support
Date:  4 Feb 2026

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 in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

 

About Invest

Launched in 2007, Discovery Invest offers the full range of investment products for any client need, providing access to our top performing range of Discovery funds as well as a wide selection of leading local and international fund managers. Recently, Discovery Invest launched a unique offshore offering to enable South African investors unparalleled ease in accessing international investment opportunities. Discovery Invest is seeking to leverage the shared-value model to promote financial health and freedom for millions of South Africans. Through unique behavioural incentives and benefits, we reward clients for positive investment behaviour with extra investment returns. Discovery Invest is the only shared value investment platform in the country maximizing client outcomes before and after retirement. It is important for our employees to provide world class service to our internal and external clients, thereby ensuring long and sustainable relationships.

 

Key Purpose

 The main purpose of this role is the administration of all Discovery Invest products, including but not limited to payments and handling telephonic queries from policyholders, financial advisors and franchises.

 

 

Responsibilities

  • Administration of all Discovery Invest products
  • Handle telephonic queries and escalations from policyholders, financial advisors, and franchises with professionalism and empathy
  • Handle and resolve all email queries and escalations from policyholders, financial advisors, and franchises with professionalism and empathy
  • Maintain a low error rate with a continuous improvement mindset and a goal of zero errors.
  • Liaise with clients and franchises to obtain outstanding documentation and resolve issues efficiently.
  • Foster strong relationships with financial advisors, internal teams, and external stakeholders to enhance collaboration and service delivery.
  • Monitor and report on workload statistics to ensure daily targets are met (TWT – Today’s work Today).
  • Ensure all activities align with standard operating procedures and business rules.
  • Escalation handling and Complex issue Resolutions
  • Assist with testing and implementation of system updates and enhancements.

Education and Experience

  • Matric
  • University degree  
  • Investment and client service experience advantageous

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.

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