Jobs at Discovery Limited

Job Purpose

• The New Accounts Consultant assists with the opening of new accounts (with specific focus on FICA or KYC), as well as captures and/or maintains account information ensuring data integrity. The incumbent will prompt, request and resolve/remediate any required information that is outstanding or incorrect, with various stakeholders. Further, report on/act on errors within the account origination KYC process and/or other manual remediation tasks.

Areas of responsibility may include but not limited to

• Ensures completeness and quality of New Business remediation and updating client information within agreed SLAs
• Accurately classifies, registers, routes and indexes documentation either manually or on the system
• Takes action on incomplete information, in order to adhere to requirements with clients, third parties or any stakeholders (e.g., Brokers, Corporate BPs, etc.)
• Achieves specified production targets, turn-around-times, handle times, etc.
• Supports internal stakeholders with remediation activities
• Engages with clients with regards to soliciting documents and/or information, queries and FICA requirements
• Keeps abreast with legislative and industry changes (FIC Act, FAIS, POPI, etc.)

Personal Attributes and Skills

Values Driven:

• Committed to integrity and ethics in business
• Behaves consistently with Discovery Values

Optimistic:

• Motivated by a positive future
• Energised by challenges

Learns on the Fly:

• Embraces the unfamiliar
• Experiments to find solutions

Resilient:

• Recovers quickly from setbacks
• Grows from negative experiences

Instils trust:

• Follows through on commitments

People Savvy:

• High EQ with low ego

Drives Results:

• Energises self and others to achieve
• Consistently exceeds goals

Problem Solver:

• Looks beyond the obvious
• Finds sustainable solutions

Education and Experience

Relevant degree

• At least 1 year’s working experience in data capturing, servicing, operations or administrative environments is required
• At least 1 year’s working experience in a new business or client acquisition role within Financial Services is preferred
• The role might require shift work
• Computer literacy with Excel as a requirement

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Key Purpose

• Is a servant-leader for the Scrum Team that does anything possible to help the team perform at their highest level.
• Help form a self-managed team that is motivated, predictable, transparent and consistently delivers quality work and continually inspects and adapts in order to improve and maximize throughput whilst upholding the Agile values, principles and practices.
• Facilitates the removal of impediments teams face when developing solutions.
• Implements agile best practices within a team.
• Helps the development team, business and management develop a culture of collaboration - Act as a change agent to the team and organization.
• Supports the team to be self-organizing and function as an accountable, high performance team.
• Focused and goal driven and helps to achieve the Sprint goals.

Be a master facilitator.

• Areas of responsibility may include but not limited to:
• Act as Scrum master for 2 scrum teams with a focus on guiding the teams towards improving the way they work.
• Facilitate Scrum Events ensure that they are focused and productive (Daily Stand-ups, Sprint Planning, Sprint Reviews, Retrospectives and Backlog Grooming).
• Help facilitate Product Planning Workshops and Release Planning Sessions.
• Assist the Product Owner in prioritization and scheduling of work, to meet delivery time frames.
• Ensure backlog is in good standing by having regular re-occurring weekly backlog grooming sessions.
• Ensure that all the team members understand their role and fulfil them to the best of their ability.
• Guide/coach/mentor the development team to take on the responsibilities of the process and ownership of the product – lead the team to a self-organized state.
• Build a high performing team, focusing on improving team dynamics and performance, help the team manage interpersonal conflicts, challenges and opportunities for growth.
• Protect the team from interruptions and distractions to maximize productivity and create flow of work.
• Identify and facilitate the resolution of identified impediments.
• Help the team make achievable sprint commitments with the use of velocity data and team availability.
• Help the team members communicate, co-ordinate and meet their delivery goals.
• Ensure the team / stakeholders adhere to Definition of Ready (DoR) / Definition of Done (DoD).
• Highlight risks and dysfunctions where the DoR / DoD is not met.
• Ensure the team uses the standardized reference story for estimating.
• Ensure understanding of the Agile principles and Scrum process, across teams and stakeholders.
• Ensure adherence to the Agile principles and Scrum process and help resolve any deviations.
• Raise issues that are putting delivery at risk as soon as they arise.
• Help facilitate delivery solutions and manage expectations.
• Responsible to produce the following artefacts (Weekly Sprint Reports, Release projection / Burndown) to create visibility and transparency of the progress and status of the systems delivery.
• Continually grow and share Agile knowledge. 

Personal skills and attributes:

• Optimistic
• Learns on the Fly
• Resilient
• Instils Trust
• People Savvy
• Drives Results
• Problem Solver

Education and Experience:

• Tertiary degree (B. Engineer, B.Com, BSC).
• Certified scrum master/scrum practitioner.
• Knowledge and/or experience of Kanban.
• Knowledge of the software development life cycle.
• Proficient with Jira / Confluence.
• Excellent communication skills in English in written and spoken form.
• At least 2-4 years experience working in a Scrum Master role.
• At least 2 years experience working in an agile environment, preferably in a variety of situations.

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Key Purpose of the role

• The position is responsible for the day-to-day administration of Umbrella Fund Operations, within the Retirement Funds business unit. This is a core administration function and the incumbent would be required to holistically manage and control a portfolio of different Retirement Fund disciplines, for example monthly contribution, claim, investment option, individual transfer in, section 14, section 28 processes. The incumbent must ensure that processes and procedures are implemented, maintained and improved. The incumbent needs to ensure operational activity is conducted within regulatory frameworks, accurately, effectively and efficiently. The incumbent must ensure that he/she has the knowledge, skills, tools and competencies required to perform the required job within service level agreements. The incumbent must have an appetite to be part of a growing new business unit, continuous improvement, able to adapt to change easily and play a role in change management within the team, challenge the status quo, inspire and motivate others. The incumbent will continually review existing processes and procedures in order to ensure the delivery of committed services to the Umbrella Funds Clients.

Areas of responsibility may include but not limited to
The successful applicant will be responsible for but not limited to the following broad job functions:

• Processing of all daily and monthly transactional activity within agree service levels.
• Performing QA function for document verification where necessary.
• Ensure that day to day administration is accurate, compliant and abreast with regulatory frameworks such as, Pension Funds Act, Tax Act, Rules of the Discovery Life Umbrella Pension and Provident Funds, Participating employer special rules. Ensures delivery of key operational attributes such as data completeness and data quality.
• Dealing with queries from internal stakeholders, communicate effectively with clients to resolve queries and escalations, ensure client expectations are met.
• Prepare management and client reports for submission to superior
• Develop and maintain excellent business relations with internal and external parties.

Personal Attributes and Skills     
The successful candidate must demonstrate the following competencies:

• Communication Skills: able to communicate clearly both verbally and in writing.
• Reporting Skills: ability to consolidate information and compile reports reflecting the necessary relevant information
•  Ability to communicate logically and objectively is essential components of this role.
• Attention to detail
• Very organised
• Expresses opinions, information, and key points of an argument clearly.
• Probes for further information or greater understanding of a problem.
• Relates well to people at all levels.

Education and Experience

• Matric – essential
• NQF level 6 or similar is advantageous
• 2 – 3 years Employee Benefits, Retirement Funds, Umbrella Fund experience – Essential
• Relevant Industry Qualifications – Wealth Management, Introduction to Retirement Funds – Advantageous
• MS Office – Advanced Excel Skills, Retirement Fund and Umbrella Fund operations, Accounting, Investments,