Administrator - Fixed Term Contractor

Key Purpose

•  Discovery Invest is looking for a Fixed Term Contractor for 6 months to stand in for parental leave. 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
• Handle telephonic queries and escalations from policyholders, financial advisors, and franchises with professionalism and empathy
• Handle and resolve all email queries and escalations from policyholders, financial advisors, and franchises with professionalism and empathy
• Maintain a low error rate with a continuous improvement mindset and a goal of zero errors.
• 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.
• Escalation handling and Complex issue Resolutions
• Assist with testing and implementation of system updates and enhancements.

Education and Experience

• Matric
• University degree (advantageous)

Required skills and qualifications

• 2 – 3 years Investment and client service experience

Preferred skills and qualifications

• Proactive Problem Solving
• Passionate about client experience and service delivery