Administrator

2 weeks ago


Sandton, South Africa Discovery Ltd. Full time

**Business Unit**:Discovery Invest**Function**:Administration and Office Support**Date**:18-Apr-2023- Discovery - Invest- Administrator (Transfers)- 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
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
The administration of all Discovery Invest products and the processing of Normal transfers (Withdrawal and Retirement) including Section 14 & Section 37 transfers (Directive 135) handling telephonic or other queries from policyholders, financial advisors, franchises and other companies.- Areas of responsibility may include but not limited to
- Administration of and Specialising in Retirement funds such as Preservation Provident, Preservation Pension, Retirement Annuities, Living Annuities
- Processing of various types of transfers
- Requesting and following up on all outstanding documents with external companies, financial advisors, franchises and client’s
- Dealing with escalations
- Relationship building with financial advisors and internal and external colleagues/clients
- Dealing with walk-in clients, you should be able to assist and then also to be able to answer them regarding any and all their questions
- Monitoring of the task list to ensure all cases are assign to you that should be within the agreed Service Level Agreement
- Assisting with testing and system implementations
- Personal Attributes and Skills
- Drives Results
- Values Driven
- Optimistic
- Learns on the Fly
- Resilient
- Instils Trust
- People Savvy
- Problem Solver
- Manages Complexity
- Balances Stakeholders
- Ability to handle pressure and tight deadlines
- Good communication skills
- Customer service orientation
- Education and Experience
- Matric
- 3 - 5 years experience do you have as an administration within the LISP Industry
- Knowledge and understanding of Long-Term Insurance Act and Retirement Products
- Knowledge and experience in the processing of Section 14 and Section 37 transfers (Directive 135)
- Experience using the following systems is an added advantage (required):

- Frontline
- Computer literacy with Microsoft Office suite
- 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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