Business Unit: Discovery Central Services
Function: Administration and Office Support
Date: 27 Aug 2024
Discovery – Mass Market DistributionLearnership: Wealth ManagementAbout DiscoveryDiscovery'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.
Key Purpose The Sales & Distribution team will have a total Sales Manager complement of 12 in various regions and the role of the Office Administrator would be to provide support to the sales team as well as manage operations and admin functions within each branch or office for the division.
Key Purpose of the role This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry.
Areas of responsibility may include but not limited to: Wealth Management:To QA all submitted businessTo assist with the capturing of new business and claims, follow up on outstanding requirements with SLATo compile and action work based on the daily, weekly and monthly reportsTo assist the Sales ManagerCollaborate with all business areasMonitor office efficienciesService financial advisers and serve as a conduit between the manager and businessCompile and present monthly team reportsEnsure all on-boarding occurs within set SLAsReceive and service walk-in clientsServe as a liaison to DiscoveryTo answer the phone and manage office functions, serving as a frontline administrator and receptionist for walk-in clientsTo assist the Sales Manager with insights and trend analysesPersonal Attributes and Skills Innovative/critical thinking and problem-solving skillsGood attention to detail and levels of accuracySets high standards for quality and quantity and works in a systematic, methodical and orderly manner.Time management and planning skillsAbility to effectively prioritize and execute tasks in a high-pressure environmentAbility to work independently and in a team-oriented environmentService driven, a sense of urgency, and a team player.Adapts to changing circumstances and handles criticism well and learns from it.Speaks fluently and writes in a well-structured and logical manner.Education and Experience 2nd language (Minimum Level 4 – 50%)May have an incomplete tertiary (financial) qualification (advantage)Specific Requirements: Not be engaged in post Matric studies or formal employment;Not have completed any previous Learnership.Be between the ages of 18 and 30 years;Have effective communication skills in the written & verbal English language;Possess basic computer skills mainly MS Excel, MS Outlook & PowerPoint PresentationsOnly South African candidates by birth will be considered.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.
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