About this role
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 applies expert knowledge in the administration of retail retirement funds, specifically in relation to Section 37C of the Pension Funds Act, which governs the distribution of death benefits. The incumbent leverages in-depth understanding of legislation, regulatory requirements, and retail retirement fund products to manage and resolve complex beneficiary allocation cases. Responsibilities include interpreting legal provisions, ensuring compliance, and addressing technical challenges of an operational nature. The role is individually accountable for delivering accurate and timely outcomes through own efforts.Documentation Processing• Perform complex administrative tasks in accordance with SLA parameters, in a processing environment• Follows standardised processes in line with normal business functioning• Provides a service to our deceased members family• Responds to immediate administrative requirements• Delivers on daily production standardsQuality Assurance• Performs quality checks on own work• Adhere to service and quality standards• Working as part of a team and assisting others when requiredRelationship Building• Build strong partnerships with internal staff in order to provide good service • Ensure all issues are proactively and smoothly resolved, keeping customers informed and providing good service• Collaborates and networks effectively with others and achieve resultsClient Service Delivery Makes outbound calls in accordance with predetermined schedules and gathers relevant information. Receives inbound calls Finalises call at point of contact where possible Deals with clients queries via telephone in adherence with productivity standardsEffective Communication SkillsProfessional Written and Verbal CommunicationInformation Processing and ResponsivenessCompliance Adheres to service and quality standardsRequirements: Skills, Qualifications and ExperienceMatric (essential)Post-matric qualification in administration, finance, or related field (advantageous)Experience in retirement fund administration (preferably 1–2 years)Basic understanding of the Pension Funds Act, with exposure to Section 37C processes (advantageous)Knowledge of Old Mutual products and administrative processes (e.g., Greenlight, Max Income, Max Investment, Mass Foundation Market and others)Familiarity with Old Mutual systems (AWD, BANCS, BIZAGI, EMS, OMUNET, etc.)Computer literacy (MS Office) with accurate typing and document handling skillsCore CompetenciesExcellent verbal and written communication skills – able to respond to queries promptly and professionallyAbility to work under pressure and adapt to a changing environmentHigh attention to detail and accuracyGood judgment and problem-solving skillsTeam-oriented with strong interpersonal skillsDeadline-driven and results-focusedAbility to process information and provide clear, structured feedbackAdditional Role-Specific CompetenciesWorking knowledge of Section 37C and related legislation (Divorce Act, Maintenance Act, POPIA, TCF)Ability to identify beneficiaries and verify supporting documentationBasic case analysis and drafting skills for allocation recommendationsStrong governance and record-keeping disciplineAbility to handle sensitive information ethically and confidentiallyNumeracy skills for benefit calculations and reconciliations 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 SavvyEducationMatriculation Certificate (Matric)Closing Date14 October 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!
- LOCATION
- Pinelands
- WORK MODE
- On-site
- JOB TYPE
- Not specified
- POSTED
- 06 Oct 2026
Source: Old Mutual Careers