Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
na
This role utilises expert knowledge in the specific fields of administration / product / process to resolve technical and complex problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving results through own efforts.
The role includes the following responsibilities:
Administration Delivery
- This role functions as a subject matter expert in a specific field of administration / product / process / compliance / regulation.
- Often acts as a point of escalation and liaise with internal stakeholders to ensure resolution..
- Ensures first time resolution of all CRM queries received.
- Daily process and clear workflow queues.
- Processing of all client instructions pertaining to Individuals, Trusts and Corporates.
- Perform Client Risk Assessments in line with AML and FATCA regulations.
- Perform client identification and verification on the Financial Intermediary relationships, including individuals, entities, and trusts from a wide range of jurisdictions.
- Perform Client Due diligence in line with FICA requirements.
- Remediate client information upon trigger events.
- Utilise problem solving skills to resolve complex queries.
- Communicate in a professional manner with all stakeholders including clients and Financial Advisers.
Quality Assurance
- Adheres to service and quality standards.
- Performs quality checks on own work
- Strong attention to detail and organisational skills
- Continually looks for ways to improve the Adviser/Client Experience by streamlining processes.
Personal Effectiveness
- Accepts and lives the company values.
- Accountable for service delivery through own efforts.
- Collaborates effectively with others to achieve personal results.
- Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
- Makes increased contributions by broadening individual skills.
These responsibilities offer an overview of the role and are not confined or restricted solely to what is listed.
Qualifications and Experience required
- Matric essential.
- Tertiary qualification advantageous.
- Strong understanding of AML/Compliance Program.
- Minimum 2 years’ experience in financial services in a client engagement and technical processing/administration role.
- Highly structured individual, and is able to plan appropriately for short-, mid- and long-term activities.
- Agile in being able to prioritise multiple and meet critical deadlines.
- Individual that has an innate pattern-spotting ability to look for and identify anomalies, resolves them and determines immediate and long-term steps to rectify the instance, the data and the process.
- An individual who is determined to drive things through to completion in a deliberate manner.
- Thorough knowledge and understanding of the various entity structures and their requirements.
- Excellent communication skills.
- The ideal candidate must have an advanced working knowledge of Excel and Word.
- Ability to work independently.
- Strong attention to detail and organisational skills.
Skills
Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Digital Literacy, Executing Plans, Management Reporting, Numerical Aptitude, Oral Communications, Report Review
Competencies
Decision Quality
Directs Work
Ensures Accountability
Manages Complexity
Optimizes Work Processes
Plans and Aligns
Tech Savvy
Education
NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
07 May 2026 , 23:59
The 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!