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Johannesburg: Administrator – Investments

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Job Description

About the Role

We are seeking an experienced Administrator to join our team in Johannesburg, supporting the Investment department of a brokerage firm. The ideal candidate will have prior experience as an insurance generalist and knowledge of Discovery Invest, with a strong focus on client relations and administrative tasks.

Key Responsibilities

  • Liaise with clients: Distribution of investment proposals to clients.
  • 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.

Requirements

  • Strong knowledge of insurance and investments
  • Prior experience as an insurance generalist
  • Experience with Discovery Invest is beneficial

Qualifications

  • Formal education/certifications (if applicable)

Salary & Benefits

  • Salary range will be discussed during the interview process.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

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About Sales Jobs in Gauteng

The sales industry in Gauteng, South Africa is a dynamic and competitive field, with various sectors driving demand for skilled professionals. Generally, the job market trend in this region indicates a steady growth in sales-related positions, driven by the increasing importance of businesses in South Africa’s economy.

Typically, sales roles in Gauteng offer a broad salary range, which can vary widely depending on factors such as level of experience, company size, and industry sector. For example, entry-level sales positions may start at around R200 000 to R400 000 per annum, while senior sales professionals or those working in large corporations can earn upwards of R800 000 to R1 500 000 per year. However, it’s essential to note that these figures are general estimates and actual salaries can differ significantly depending on individual circumstances.

Common skills required for a successful sales career in Gauteng include excellent communication and interpersonal skills, the ability to build strong relationships with customers and colleagues, negotiation and closing techniques, product knowledge and industry insights, and proficiency in CRM software and other sales tools. Additionally, many sales professionals in this region possess a degree or diploma in business, marketing, or related fields.

Sales roles can be found across various industry sectors, including financial services sector, technology industry, manufacturing sector, and more. These industries often require sales professionals to have a deep understanding of their respective markets and customers, as well as the ability to adapt to changing market conditions.

For those looking to pursue a career in sales, there are typically several opportunities for professional development and growth. Many companies offer training programs, mentorship schemes, and performance-based bonuses, which can help sales professionals advance their careers and increase their earning potential. Additionally, certifications such as the Certified Sales Professional (CSP) or the Advanced Sales Certification (ASC) can demonstrate a commitment to excellence and enhance job prospects.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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