Administrator - Investments

Insurance generalist prior experience and knowledge of Discovery Invest will be beneficial. Strong focus on Investment department of the brokerage: Will assist with the following in role: Liaise with clients: Distribution of investment proposals to clients. Once go ahead is received: Collect outstanding information from clients: Collection of FICA documents, risk profile analyser completion, client details etc. Invest new business: · Preparing documents on e-signing portal for client signature. · Submission to franchise once signed paperwork is received. · Tracking of case to ensure activation, accuracy and finalisation. · Confirmation to client of new business activation. · Saving all correspondence to the atWORK system. · If paperwork has been manually signed, send clients copies and upload to CRM system. Invest servicing interactions: · Submission of and tracking of servicing interactions on client investments. · Processing functions and paperwork: for example: Premium holidays, re-...