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Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

This position is for a Senior Administrator within the Wealth Service Centre, responsible for the processing of Retirement Fund Administration.
Complete knowledge of Retirement Fund administration from receipt of the transfer request to the finalization of the transfer.

This role requires knowledge of all matters regarding the processing of a Retiral transfer (In/Out and Section 14 Transfers, Death Claims. The individual applies this knowledge, skill & experience (acquired through specialization in this field) in an operational environment through own efforts.

Responsibilities

Attending to the below duties in respect of all Retiral transfers received within the Service Centre:

• Complying to the provisions of the Pension Funds Act and the Rules of the Fund.
• Ability to understand, interpret & apply various pieces of legislation to sets of facts. 
• Probing skills & ability to interrogate information through professional interviews.
• Consistent compliant process execution through the exercise of discretion and sound judgment with regards to the administration of the transfers.
• Sound & defensible reasoning.
• Maintain high level of teamwork to achieve the KPI’s.

Qualifications and Experience required

• Matric and a minimum of 3 years working experience in the Financial Services Industry.
• Degree is advantageous.
• Computer literate - MS suite of products (Excel, Word, Schedule, E-mail, Internet).
• Knowledge and experience of processing Retirement Fund Administration and Death Claims.
• Ability to work under pressure, Initiative, Good judgement and problem-solving skills, analytical, good Interpersonal skills and positive attitude, ability to work both independently and within a team context.
• Sound consultation, collaboration & influencing skills.
• Disciplined planning / organizing skills & execution of duties.
• Sharp servicing of all claim stakeholders.
• Excellent verbal & written communication skills in this field.
• Detail focused, thorough, analytical, and diligent.
• Creative critical thinking skills.
• Empathy

 

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Skills

Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling

Competencies

Action Oriented

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Interpersonal Savvy

Manages Ambiguity

Manages Complexity

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

08 October 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.

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