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Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
This role applies expert knowledge in the administration of retail retirement funds, specifically in relation to Section 37C of the Pension Funds Act, which governs the distribution of death benefits. The incumbent leverages in-depth understanding of legislation, regulatory requirements, and retail retirement fund products to manage and resolve complex beneficiary allocation cases. Responsibilities include interpreting legal provisions, ensuring compliance, and addressing technical challenges of an operational nature. The role is individually accountable for delivering accurate and timely outcomes through own efforts.
Documentation Processing
• Perform complex administrative tasks in accordance with SLA parameters, in a processing environment
• Follows standardised processes in line with normal business functioning
• Provides a service to our deceased members family
• Responds to immediate administrative requirements
• Delivers on daily production standards
Quality Assurance
• Performs quality checks on own work
• Adhere to service and quality standards
• Working as part of a team and assisting others when required
Relationship Building
• Build strong partnerships with internal staff in order to provide good service
• Ensure all issues are proactively and smoothly resolved, keeping customers informed and providing good service
• Collaborates and networks effectively with others and achieve results
Client Service Delivery
- Makes outbound calls in accordance with predetermined schedules and gathers relevant information.
- Receives inbound calls
- Finalises call at point of contact where possible
- Deals with clients queries via telephone in adherence with productivity standards
- Effective Communication Skills
- Professional Written and Verbal Communication
- Information Processing and Responsiveness
Compliance
Adheres to service and quality standards
Requirements: Skills, Qualifications and Experience
- Matric (essential)
- Post-matric qualification in administration, finance, or related field (advantageous)
- Experience in retirement fund administration (preferably 1–2 years)
- Basic understanding of the Pension Funds Act, with exposure to Section 37C processes (advantageous)
- Knowledge of Old Mutual products and administrative processes (e.g., Greenlight, Max Income, Max Investment, Mass Foundation Market and others)
- Familiarity with Old Mutual systems (AWD, BANCS, BIZAGI, EMS, OMUNET, etc.)
- Computer literacy (MS Office) with accurate typing and document handling skills
Core Competencies
- Excellent verbal and written communication skills – able to respond to queries promptly and professionally
- Ability to work under pressure and adapt to a changing environment
- High attention to detail and accuracy
- Good judgment and problem-solving skills
- Team-oriented with strong interpersonal skills
- Deadline-driven and results-focused
- Ability to process information and provide clear, structured feedback
Additional Role-Specific Competencies
- Working knowledge of Section 37C and related legislation (Divorce Act, Maintenance Act, POPIA, TCF)
- Ability to identify beneficiaries and verify supporting documentation
- Basic case analysis and drafting skills for allocation recommendations
- Strong governance and record-keeping discipline
- Ability to handle sensitive information ethically and confidentially
- Numeracy skills for benefit calculations and reconciliations
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Skills
Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Executing Plans, Financial Acumen, Management Reporting, Numerical Aptitude, Oral Communications, Report Review
Competencies
Directs Work
Drives Results
Ensures Accountability
Manages Complexity
Optimizes Work Processes
Plans and Aligns
Tech Savvy
Education
Matriculation Certificate (Matric)
Closing Date
14 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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