Investment Administrator

SUMMARY:
Investment Administrator

POSITION INFO:

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

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

· Removing ACI’s on capped RA’s.

Reverifications: AML requirements, request from clients, submit to Head Office.