Administrator at Discovery Invest in Jo’burg | Apply Now!

📍 Location: Sandton, Johannesburg, Gauteng
🏢 Business Unit: Discovery Invest
📃 Job Type: Permanent | Full-Time | Office-based

Website: http://www.discovery.co.za

🏢 About Discovery

Discovery is a globally recognized financial services company committed to making people healthier and enhancing and protecting their lives. Founded on innovation and driven by purpose, Discovery is home to ambitious and self-motivated professionals. As global thought leaders in health, insurance, and investments, we are dedicated to igniting positive change in society and delivering world-class solutions.

📈 About Discovery Invest

Established in 2007, Discovery Invest delivers a full range of investment products tailored to every client’s needs. From top-performing local funds to a newly launched offshore investment platform, Discovery Invest is changing how South Africans build wealth. Using our unique shared-value model, we incentivize and reward clients for healthy investment behavior—helping them maximize their financial outcomes before and after retirement.

🎯 Purpose of the Role

As an Administrator within the Discovery Invest team, you will be responsible for managing the full lifecycle of our investment products. Your focus will be on accurate processing, excellent client engagement, and maintaining high operational standards to ensure seamless customer service to both financial advisors and policyholders.

🔧 Key Responsibilities

• Process and administer all Discovery Invest products, including retirement claims, payments, and tax directives.

• Handle telephonic and email queries from clients, financial advisors, and franchises.

• Maintain exceptional accuracy and ensure today’s work is completed today (TWT).

• Work collaboratively across internal teams to ensure all documentation and issues are resolved promptly.

• Provide input on systems testing and process improvements.

• Maintain compliance with standard operating procedures and business rules.

• Investigate and correct tax-related discrepancies.

📚 Minimum Requirements

• Matric Certificate (required)

• University Degree in Business, Finance, or related field (advantageous)

• Retirement funds or tax directive experience (advantageous)

• Experience in a high-volume administration or financial services environment

• Strong communication skills—both verbal and written

• High attention to detail and a commitment to error-free work

• Competent in MS Office Suite

💼 What You’ll Bring

• Professionalism and empathy when engaging with clients and stakeholders

• Strong organizational and time-management skills

• A continuous improvement mindset

• Ability to work independently and within a dynamic team environment

• Proven ability to handle pressure and meet daily operational targets

♿ Employment Equity

Discovery is an equal opportunity employer. We are committed to transformation and employment equity and especially encourage applications from people with disabilities and candidates from designated groups in line with our EE Plan.

💡 CV Tip for This Role:

Tailor your CV to highlight retirement product experience, client support, and administrative excellence. Showcase any financial services qualifications and emphasize your accuracy in data processing and client interaction skills.

🔎 Find similar jobs at: https://careerjunctionZA.co.za

🏢 About Discovery

Discovery is a globally recognized financial services company committed to making people healthier and enhancing and protecting their lives. Founded on innovation and driven by purpose, Discovery is home to ambitious and self-motivated professionals. As global thought leaders in health, insurance, and investments, we are dedicated to igniting positive change in society and delivering world-class solutions.

📈 About Discovery Invest

Established in 2007, Discovery Invest delivers a full range of investment products tailored to every client’s needs. From top-performing local funds to a newly launched offshore investment platform, Discovery Invest is changing how South Africans build wealth. Using our unique shared-value model, we incentivize and reward clients for healthy investment behavior—helping them maximize their financial outcomes before and after retirement.

🎯 Purpose of the Role

As an Administrator within the Discovery Invest team, you will be responsible for managing the full lifecycle of our investment products. Your focus will be on accurate processing, excellent client engagement, and maintaining high operational standards to ensure seamless customer service to both financial advisors and policyholders.

🔧 Key Responsibilities

• Process and administer all Discovery Invest products, including retirement claims, payments, and tax directives.

• Handle telephonic and email queries from clients, financial advisors, and franchises.

• Maintain exceptional accuracy and ensure today’s work is completed today (TWT).

• Work collaboratively across internal teams to ensure all documentation and issues are resolved promptly.

• Provide input on systems testing and process improvements.

• Maintain compliance with standard operating procedures and business rules.

• Investigate and correct tax-related discrepancies.

📚 Minimum Requirements

• Matric Certificate (required)

• University Degree in Business, Finance, or related field (advantageous)

• Retirement funds or tax directive experience (advantageous)

• Experience in a high-volume administration or financial services environment

• Strong communication skills—both verbal and written

• High attention to detail and a commitment to error-free work

• Competent in MS Office Suite

💼 What You’ll Bring

• Professionalism and empathy when engaging with clients and stakeholders

• Strong organizational and time-management skills

• A continuous improvement mindset

• Ability to work independently and within a dynamic team environment

• Proven ability to handle pressure and meet daily operational targets

♿ Employment Equity

Discovery is an equal opportunity employer. We are committed to transformation and employment equity and especially encourage applications from people with disabilities and candidates from designated groups in line with our EE Plan.

💡 CV Tip for This Role:

Tailor your CV to highlight retirement product experience, client support, and administrative excellence. Showcase any financial services qualifications and emphasize your accuracy in data processing and client interaction skills.

🔎 Find similar jobs at: https://careerjunctionZA.co.za