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Administrator

Business:  Discovery Invest
Function:  Administration and Office Support
Date:  22-Jul-2021

Discovery – Invest | Invest Business

 

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

 

About Discovery Invest

 

Discovery Invest is an ever growing fast-paced and dynamic environment that provides innovative products. 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.

 

Key Purpose

We are looking for Administrator within the Invest New Busines  team who is client centric  with a passion for Administration and who embrace our core purpose and and values through every interaction.

 

Areas of responsibility may include but not limited to

  • Check all relevant required documents is received e.g. correct application forms, valid bank statement, signed quote
  • Ability to ensure compliance check is completed
  • Capture NB applications
  • Capture on Quality Centre any possible fix or system issues such as match the rates to NB quote
  • Request outstanding information either telephonically or email
  • Issue NB quotes
  • Follow up on outstanding requirements
  • Maintain SLA within processing pools
  • Make recommendations for improvements to the system used in the department and testing system functionality after enhancements are made to the system
  • Amend and update QA errors report when necessary
  • To capture, quality assure and activate new investments, issue the relevant policy schedules, and assist with queries relating to the process
  • Strong product knowledge
  • Monthly assessment need to meet minimum target of 90%

 

Personal Attributes and Skills

Behavioural Competencies:

  • Drives Results
  • Values Driven
  • Optimistic
  • Learns on the Fly
  • Resilient
  • Instils Trust
  • People Savvy
  • Problem Solver

 

Additional attributes

  • Quality Orientation/Attention To Detail
  • Planning and Organizing/ Work Management
  • Highly developed writing, communication and presentation skills
  • Self-managed
  • Strong delivery focus
  • Highly adaptable and resilient (Able to work under pressure and Change Readiness)
  • Customer Service Orientation
  • Conflict handling
  • Assertiveness
  • Time Management

 

Education and Experience

  • Matric
  • Related BComm Degree is advantageous
  • A minimum of 2 years working experience in an Investment Administrator role within a New Business environment within the LISP industry/platform
  • Adequate LISP administration and process knowledge
  • Knowledge and understanding of Long-Term Insurance and Pension Fund Legislation on retirement products
  • General Computer Literacy with proficiency in Excel, Word and outlook
  • Experience using the following systems is an added advantage:
    • Compass

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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