Job Description

Business Unit:

Sales & Distribution

Function:

Administration and Office Support

Date:

3 Nov 2025

Discovery

Sales & Distribution

Personal Assistant

DFC Rand Central

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

Duties not limited to the below:

Reception & Office Operations

Manage front desk and switchboard duties.

Oversee daily office logistics, cleanliness, and maintenance.

Procure office supplies, equipment, and manage courier services.

Maintain a tidy and professional office environment, including managing the cleaner and utilities (e.g., electricity).

IT & Equipment Support

Log and track IT support tickets (laptops, printers, email, Teams, etc.).

Coordinate laptop orders, returns, and swop-outs.

Assist with system access and troubleshooting for staff and advisors.

Advisor & PA Support

Facilitate onboarding/offboarding of Advisors and PAs.

Register advisors on CMS and track progress.

Manage PA onboarding on Smart People and team chat access.

Provide general support to PAs and advisors, including document printing, business card orders, and calendar updates.

Business & Reporting Support

Track and submit new business and servicing cases (Life, Invest).

Consolidate and distribute production figures and pipeline reports.

Maintain and update various business tracking lists (e.g., Life submissions, Bank case monitor, Invest non-remediated).

Follow up on outstanding PMAs and coordinate with doctors and finance.

Administrative & Compliance

Maintain filing systems, supervision files, and meeting attendance registers.

Capture and scan tax slips for returns.

Manage complaints register and assist with audit readiness.

Support recognition initiatives and update internal boards.

Additional Duties

Organize Vitality Days for advisors.

Assist with training logistics and general admin tasks as needed.

Personal Attributes and Skills

Logical, analytical problem-solving ability. Excellent interpersonal skills. Excellent verbal and written communication skills. Ability to work independently. Time Management. Ability to take accountability, responsibility, and ownership. Able to take initiative and exercise sound judgment and decision making. Ability to work in a highly pressurized, target oriented environment. Ability to deal positively with change and uncertainty. Good organizational skills. Proactive, self-motivated. Attention to detail. Ability to meet deadlines timeously. Honest and ethical.

Education and Experience

Qualifications

Matric 3 years working experience in the Financial Industry RE5 (advantageous) Knowledge of MS Office Suite Excellent Communication skills (verbal and written) Tertiary qualification (advantageous) Relevant financial services industry experience is 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.