Old Mutual
Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionThis role utilises expert knowledge in the specific fields of administration / product / process to resolve technical problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving results through own efforts. Proactiveness and a willingness to take responsibility are rewarded through remuneration and career progression.ResponsibilitiesThis role functions as a subject matter expert in a specific field of administration / product / process.Often acts as a point of escalation for matters with higher level of complexity than those handled by Administrators.Resolves technical and complex problems, especially in support of administrative queries / issues.Applies specialist knowledge in a focused role working with relatively complex information.Operational in nature.Deals with all client instructions, queries and complaints timeously and accurately.Responsible for all administrative functions relating to client onboarding and client disbursements.Responsible for checking data captured on the CRM system to ensure accuracy and completenessResponsible for ensuring that service delivery to clients/intermediaries remains within business practice.To render an effective and efficient administrative service to clients (statements; queries; transfers; terminations).Work closely with Compliance, Risk and Operations to ensure delivery and execution of remediation activities (AML/FATCA/CRS).Strict adherence to regulatory requirements (FICA, FAIS).Uses knowledge of products to secure an end-to-end finalisation of client instructions, queries or complaints.Assist in other areas of the business as and when required.Qualifications and Experience requiredNational Diploma and/or Advanced CertificateMinimum 3 years' administrative experience within the financial services industryProven experience in stockbroking and investments is essentialIntermediate proficiency in MS Excel, MS Word and MS OutlookDemonstrates exceptional attention to detail and a high degree of accuracyExcellent verbal and written communication skillsStrong team playerProactive and able to demonstrate initiativeHighly effective administrative, servicing, coordination, support, relationship management and innovation skillsExcellent problem-solving and analytical skillsGood understanding of administration systemsSound operational business knowledge naSkillsAccounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Executing Plans, Financial Acumen, Management Reporting, Numerical Aptitude, Oral Communications, Report ReviewCompetenciesDirects WorkDrives ResultsEnsures AccountabilityManages ComplexityOptimizes Work ProcessesPlans and AlignsTech SavvyEducationNQF Level 5 - Higher, Advance or Occupational Certificate or equivalentClosing Date23 September 2026 , 23:59The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.The Old Mutual Story!