Investment Administrator

Investment Administrator Finance

LMP RECRUIT

Johannesburg , South Africa Until 2026/07/17 Job description

Expérience

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:

Formation / Diplômes

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-instatements, change of contributions, switches, offshore withdrawals (manual process).

• Confirmations of finalisations confirmation of premium changes, switch finalisations, ACI removals, welcome packs, activations.

• Removing ACIs on capped RAs. Reverifications: AML requirements, request from clients, submit to Head Office. Free. No credit card required. ¿Te interesa este puesto? Sign up to continue Free. No credit card required.

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