Jobs Companies Old Mutual Portfolio Manager: Administration

About this Portfolio Manager: Administration role at Old Mutual

Old Mutual · Onsite · Windhoek

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Job Description

The Role

Old Mutual is a leading financial services provider and requires the services of a Portfolio Manager: Fund Administration. This role requires taking responsibility for managing a team of portfolio fund administrators to ensure daily retirement fund administration operational deliverables within our Corporate Segment. It further requires maintaining and enhancing service/work standards and work quality.

Responsibilities

• Management and performance of daily retirement fund administration operational deliveries;
• Management and review of death claims for submission to the board of trustees;
• Management and review of all withdrawal, retirement, and risk claim payments;
• Accountable for technical administration decision-making;
• Individually accountable to provide service to board of trustees / participating employers/ members / intermediaries;
• Daily performance management and tracking of portfolio fund administrators and responsible for day-to-day, monthly, quarterly and annual feedback on performance;
• Plans and assigns work;
• Balances own priorities whilst directing and motivating others;
• Delivers, maintains and enhances service / work standards and work quality within a retirement fund administration process;
• Ensures daily processing complies with all appropriate legislative provisions, rules, products and other relevant requirements;
• Develops and maintains procedural documentation;

• Guides and directs portfolio fund administrators to achieve operational excellence standards;
• Creates a climate for optimal performance whilst coaching and mentoring retirement fund administrators;
• Accountability for the implementation of various operational projects;
• Build, manage and maintain positive working relationships with internal and external stakeholders and;
• Maintain strategic focus in a busy and high-performance environment.

Minimum requirements:


• Namibian Citizenship;
• NQF level 7 qualification (preferably in Commerce or Administration);
• At least 3 - 5 years' financial services experience;
• Strong analytical skills;
• Advanced Microsoft Office skills;
• Experience in people management, leading and directing team members;
• An assertive self-starter with excellent organizing skills;
• Proven ability to pay attention to detail and continue to meet and exceed tough
business targets on a consistent basis;
• Ability to work under pressure whilst remaining professional;
• A passion for customer service and relationship building;
• Good communication and presentation skills;
• Excellent conflict handling skills;
• Experience and/or understanding of Group Life Assurance products;

 

Skills

Building Trust, Client Management, Client Needs Assessments, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Customer Value Proposition Development, Direct Selling, Identifying Sales Opportunities, Sales Closing Techniques, Sales Data Management, Sales Software, Strengthening Customer Relationships

Competencies

Builds Networks

Business Insight

Communicates Effectively

Customer Focus

Directs Work

Drives Results

Interpersonal Savvy

Manages Complexity

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

22 September 2026 , 23:59

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About Old Mutual

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.

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