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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.Responsibilities
Administration 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 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 queries received.
Daily process and clear workflow queues.
Processing of all client instructions pertaining to Individuals, Trusts and Corporates.
Perform Client Risk Assessments in line with AML and FATCA regulations.
Perform client identification and verification on the Financial Intermediary relationships, including individuals, entities, and trusts from a wide range of jurisdictions.
Perform Client Due diligence in line with FICA requirements.
Remediate client information upon trigger events.
Utilise problem solving skills to resolve complex queries.
Communicate in a professional manner with all stakeholders including clients and Financial Advisers.
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.
These responsibilities offer an overview of the role and are not confined or restricted solely to what is listed.
Qualifications and Experience required
Matric essential.
Tertiary qualification advantageous.
Strong understanding of Offshore Investments AML/Compliance Program.
At least 5 years’ experience in financial services in a client engagement and technical processing/administration role.
Highly structured individual, and is able to plan appropriately for short-, mid- and long-term activities.
Agile in being able to prioritise multiple and meet critical deadlines.
Individual that has an innate pattern-spotting ability to look for and identify anomalies, resolves them and determines immediate and long-term steps to rectify the instance, the data and the process.
An individual who is determined to drive things through to completion in a deliberate manner.
Sound Old Mutual International Product knowledge.
Thorough knowledge and understanding of the various entity structures and their requirements.
Excellent communication skills.
The ideal candidate must have an advanced working knowledge of Excel and Word.
Ability to work independently.
Strong attention to detail and organisational skills.
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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
28 August 2026 , 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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