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
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This role utilises expert knowledge in the specific fields of client services / administration / product / process to resolve technical problems, usually in support of administrative queries/issues.The incumbent is individually accountable for achieving service delivery and results through own efforts. Individually accountable for managing own time, tasks and output. Pro-activeness and a willingness to take responsibility is rewarded through remuneration and career progression.
The role includes the following responsibilities:
- This role functions as a subject matter expert in a specific field of client services / administration / product / process.
- Responsible to support and enable the Portfolio Management function to grow and retain market share; to enhance the customer experience; to retain the customer.
- Deals with escalated client queries or complaints and resolves issues to completion.
- Often acts as a point of escalation for matters with higher level of complexity than those handled by Administrators.
- Responsible for managing reputational risk associated with complaints.
- Resolves technical and complex problems, especially in support of administrative queries / issues.
- Applies specialist knowledge in a focused role working with relatively complex information.
- 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.
- To render an effective and efficient administrative service to clients.
- 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.
- Makes increased contribution by broadening individual skills.
- Collaborates effectively with others to achieve personal results.
- Accepts and lives the company values.
Qualifications and Experience required:
- Relevant Bachelor’s degree.
- Minimum 5 years’ experience within the Asset management industry (advantageous).
- Intermediate in MS Suite (Excel, MS Word and Outlook).
- Good communication skills and are able to present ideas clearly (both written and verbal).
- Ability to work under pressure.
- A professional approach.
- Attention to detail.
- Accuracy.
- Meets deadlines.
- A team player with strong collaboration skills.
- Proactive, confident and show initiative.
- Excellent administrative, servicing, coordinating, support, relationship management and innovation skills.
- Excellent problem solving skills.
- Good understanding of Administration systems.
- Sound Operational business knowledge.
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 ReviewCompetencies
Decision QualityDirects WorkEnsures AccountabilityManages ComplexityOptimizes Work ProcessesPlans and AlignsTech SavvyEducation
NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalentClosing Date
17 July 2025 , 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.
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