Your time is now to be your exceptional best at Old Mutual!

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

Key responsibilities will include amongst others the following:

Client Engagement 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 and external stakeholders to ensure resolution.
• 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 system enhancements.
• Advises on system enhancements and testing.
• Ensures first time resolution of all client/advisers/adviser assistants queries received.
• Communicate with client/advisers/adviser assistants on instructions pertaining to Individuals, Trusts and Corporates.
• Have an understanding of Client Risk Assessments in line with AML and FATCA regulations.
• Perform Client Due diligence in line with FICA requirements.
• Remediate client information upon trigger events.
• Perform Security calls (if required).
• Utilise problem solving skills to resolve complex queries.
• Engage with our stakeholders in a professional personalised manner representing the OMI brand in the market.

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.

Qualifications, Skills and Experience required:

• Matric essential.
• Tertiary qualification advantageous.
• At least 2 years’ experience in financial services in a client engagement and technical processing/administration role.
• International Business and offshore investments knowledge.
• The successful candidate is agile in being able to prioritise multiple tasks and meet critical deadlines.
• The successful candidate is 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.

Skills

Education

Closing Date

24 August 2023

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.