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

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:

Client Engagement Delivery

This role functions as a subject matter expert in a specific field of client services / administration / product / process.Responsible to support and enable the Offshore Sales Specialist function to grow and retain market share; to enhance the customer experience; to retain the customer.Often acts as a point of escalation and liaises with internal stakeholders for resolution and to completion.Could act as an expert resource on major projects or could be accountable for the delivery of projects within the division or BU. May act as a coach for Specialist staff (if required).Often consulted for and advises on system enhancements and testing. Ensures first time resolution of all client queries received.Deals with all client instructions, queries or complaints timeously and accurately.Responsible for all administration functions around client onboarding and client disbursements.Responsible for ensuring that service delivery to clients/intermediaries remains within business practice.Facilitates problem solution across organisational boundaries.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.

Quality Assurance

Adheres to service and quality standards.Performs quality checks on own workStrong attention to detail and organisational skillsContinually 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.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.Old Mutual International product and process knowledge advantageous.At least 3 years’ experience in financial services in a client engagement and technical processing/administration role.International Business and offshore investments knowledge advantageous.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.Determined to drive things through to completion in a deliberate manner.Thorough knowledge and understanding of the various entity structures and their requirements.

Performs routine administrative duties such as drafting correspondences, scheduling appointments, organising and maintaining data, as well as assisting internal and external stakeholders

ResponsibilitiesAdministration

Produce, update, and provide best practice support on complex Microsoft documents, databases, and other departmental systems, advising colleagues as needed and using expertise to help improve processes.

Correspondence

Prepare tailored letters, emails, and more complex reports and agendas and minutes of meetings for approval by a board-level executive.

Data Collection and Analysis

Collate and analyze data using preset tools, methods, and formats. Involves working independently.

Insights and Reporting

Contribute to the preparation of various data and analytics reports.

Document Preparation

Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports.

Business Meetings/Events Arrangement

Arrange venues, equipment, catering, accommodations, and travel for participants arriving from various locations to ensure the smooth running of medium-scale events.

Work Scheduling and Allocation

Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines.

Operational Compliance

Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.

Procurement

Achieve specific procurement goals or provide support to others while following established procurement systems and protocols.

Budgeting

Track budgets and report variances to more senior colleagues.

Personal Capability Building

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

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

Closing Date

17 January 2025 , 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.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

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