Job Description

Business Unit:

Discovery Invest

Function:

Administration and Office Support

Date:

1 Aug 2025

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
Administer all Discovery Invest products with precision and adherence to business rules. Accurately and timeously process all Retirement Claims, ensuring compliance and quality standards. Maintain a low error rate with a continuous improvement mindset and a goal of zero errors. Handle telephonic queries and escalations from policyholders, financial advisors, and franchises with professionalism and empathy. 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. Assist with testing and implementation of system updates and enhancements. Investigate and resolve tax-related errors with accuracy and attention to detail.

Education and Experience

Matric University degree (advantageous)

Required skills and qualifications

Retirement funds experience and tax directive application knowledge will be 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.