SUMMARY:
Discovery Invest Administrator
POSITION INFO:
A leading Insurance Brokerage in Dunkeld West is looking to onboard a professional with Discovery Invest product experience.
Responsibilities:
Responsible for the administration and servicing of investment products, ensuring that client instructions are processed accurately and efficiently.
Processing transactions for investment products such as retirement annuities, preservation funds, endowments, and living annuities.
Handling withdrawals, transfers, retirements, and other investment servicing requests.
Responding to queries from clients, policy holders, financial advisers, and franchise partners via phone and email.
Requesting, tracking, and verifying outstanding documentation required to process transactions.
Maintaining accurate client records and ensuring compliance with company policies and financial regulations.
Managing escalated cases and resolving complex client issues.
Building and maintaining relationships with financial advisers, clients, and internal stakeholders.
Monitoring workloads and ensuring service level agreements (SLAs) and daily targets are met.
Assisting with testing and implementation of system enhancements and process improvements.
Preparing reports. maintainng statistics. and ensuring a high level of accuracy with minimal errors.
