Job Description

Business Unit:

Discovery Invest

Function:

Administration and Office Support

Date:

18 Dec 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 Administration of transfers i.e. Section 14 & Section 50 transfers from Discovery's platform to other Insurers/Companies

Objectives of this role

Processing of transfers out (Section 50, Section 14 ) from Discovery's platform to other Insurers/ Companies within the set SLA's and in accordance to legislation.

Handling telephonic and email queries from policy holders, financial advisors, franchises and other Insures/Companies

Responsibilities

Processing of Section 14 and Section 50 transfers out. Requesting and following up on all outstanding documents with external companies, financial advisors, franchises and client's Dealing with queries via email and taking of inbound calls with a possibility of outbound calls also. Dealing with escalations and ensuring that recovery on service failures are resolved timeously. Relationship building with financial advisors and internal and external colleagues. Monitoring of the task list to ensure all cases are within the agreed Service Level Agreements. Assisting with testing and system implementations Ensure that quality standards are met at all times.

Competencies

Quality orientation/attention to detail Customer service orientation Coping and dealing with pressure Good communication skills (verbal and written) Relationship building skills Results orientation Time management skills

Education and Experience

Matric with minimum 2 years Linked Investment Service Provider (LISP) experience. Knowledge and understanding of Long-Term Insurance Act and Pension Fund Act on Section 50 and Section 14 transfers. Knowledge and understanding of Retirement Products LISP (Linked Investment Service Provider) administration experience.


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.