Position: Administrator
Business Unit: Discovery Invest
Function: Administration & Office Support
Date Posted: 1 August 2025
About Discovery
At Discovery, our core purpose is to make people healthier and enhance and protect their lives. We invest in exceptional individuals whose values align with ours.
In our fast-paced and dynamic environment, self-driven and innovative people thrive. As global thought leaders, we aim not only for financial success but also to create meaningful positive change in society.
About Discovery Invest
Since its launch in 2007, Discovery Invest has been providing a wide range of investment products tailored to client needs. We offer access to top-performing Discovery funds and a broad selection of leading local and international fund managers.
Recently, we introduced a unique offshore offering that makes it easier for South Africans to access global investment opportunities.
Through our shared-value model, we aim to promote financial health and freedom for millions of South Africans by rewarding positive investment behaviour with extra returns.
As the only shared-value investment platform in the country, we focus on maximizing client outcomes before and after retirement.
Role Purpose
To administer Discovery Invest products with precision and efficiency. This includes managing payments and addressing telephonic queries from policyholders, financial advisors, and franchises.
Key Responsibilities
Administer all Discovery Invest products in line with business rules.
Process Retirement Claims accurately and within set timeframes, ensuring compliance with quality standards.
Maintain a low error rate with a goal of continuous improvement.
Handle telephonic queries and escalations professionally from policyholders, advisors, and franchises.
Liaise with clients and franchises to obtain outstanding documentation and resolve issues.
Build strong relationships with financial advisors, internal teams, and external stakeholders.
Monitor and report daily workload statistics to meet targets (TWT – Today’s Work Today).
Ensure all activities comply with standard operating procedures.
Assist with system updates and enhancements testing and implementation.
Investigate and resolve tax-related errors accurately.
Qualifications & Experience
Matric (required).
University degree (advantageous).
Experience in retirement funds and tax directive applications will be beneficial.
Employment Equity
Discovery is committed to its Employment Equity Plan and Targets as part of the recruitment process. We are an Equal Opportunities Employer and actively encourage applications from people with disabilities.