Assistant Client Relationship Manager

Old Mutual Life Assurance Company (SA) Ltd; George; On-site; ZAR 360,000 - 480,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd in George is seeking an experienced administrator specialist. You will function as a subject matter expert in administration/ product/process, handling complex queries, and ensuring accurate CRM data and timely client onboarding.

The role emphasizes compliance with AML/FATCA/CRS, FICA/FAIS, and close collaboration with Compliance, Risk, and Operations. Candidates should have a National Diploma, 3+ years in financial services admin, and MS Office

Qualifications

• National Diploma and/or Advanced Certificate
• Minimum 3 years' administrative experience within the financial services industry
• Proven experience in stockbroking and investments is essential
• Intermediate proficiency in MS Excel, MS Word and MS Outlook
• Demonstrates exceptional attention to detail and a high degree of accuracy
• Excellent verbal and written communication skills
• Strong team player
• Proactive and able to demonstrate initiative
• Highly effective administrative, servicing, coordination, support, relationship management and innovation skills
• Excellent problem-solving and analytical skills
• Good understanding of administration systems
• Sound operational business knowledge na

Responsibilities

• This role functions as a subject matter expert in a specific field of administration / product / process.
• Often acts as a point of escalation for matters with higher level of complexity than those handled by Administrators.
• Resolves technical and complex problems, especially in support of administrative queries / issues.
• Applies specialist knowledge in a focused role working with relatively complex information.
• Operational in nature.
• Deals with all client instructions, queries and complaints timeously and accurately.
• Responsible for all administrative functions relating to client onboarding and client disbursements.
• Responsible for checking data captured on the CRM system to ensure accuracy and completeness
• Responsible for ensuring that service delivery to clients/intermediaries remains within business practice.
• To render an effective and efficient administrative service to clients (statements; queries; transfers; terminations).
• Work closely with Compliance, Risk and Operations to ensure delivery and execution of remediation activities (AML/FATCA/CRS).
• Strict adherence to regulatory requirements (FICA, FAIS).
• Uses knowledge of products to secure an end-to-end finalisation of client instructions, queries or complaints.
• Assist in other areas of the business as and when required.

Skills

Data Analysis

Financial Acumen

Oral Communications

Report Review

Attention to Detail

Problem Solving

Data Interpretation

Database Reporting

Data Compilation

Customer Service

Education

National Diploma

NQF Level 5

Tools

MS Excel

MS Word

MS Outlook

Job description

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description This role utilises expert knowledge in the specific fields of administration / product / process to resolve technical problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving results through own efforts. Proactiveness and a willingness to take responsibility are rewarded through remuneration and career progression.

Responsibilities

• This role functions as a subject matter expert in a specific field of administration / product / process.
• Often acts as a point of escalation for matters with higher level of complexity than those handled by Administrators.
• Resolves technical and complex problems, especially in support of administrative queries / issues.
• Applies specialist knowledge in a focused role working with relatively complex information.
• Operational in nature.
• Deals with all client instructions, queries and complaints timeously and accurately.
• Responsible for all administrative functions relating to client onboarding and client disbursements.
• Responsible for checking data captured on the CRM system to ensure accuracy and completeness
• Responsible for ensuring that service delivery to clients/intermediaries remains within business practice.
• To render an effective and efficient administrative service to clients (statements; queries; transfers; terminations).
• Work closely with Compliance, Risk and Operations to ensure delivery and execution of remediation activities (AML/FATCA/CRS).
• Strict adherence to regulatory requirements (FICA, FAIS).
• Uses knowledge of products to secure an end-to-end finalisation of client instructions, queries or complaints.
• Assist in other areas of the business as and when required.

Qualifications and Experience required

• National Diploma and/or Advanced Certificate
• Minimum 3 years' administrative experience within the financial services industry
• Proven experience in stockbroking and investments is essential
• Intermediate proficiency in MS Excel, MS Word and MS Outlook
• Demonstrates exceptional attention to detail and a high degree of accuracy
• Excellent verbal and written communication skills
• Strong team player
• Proactive and able to demonstrate initiative
• Highly effective administrative, servicing, coordination, support, relationship management and innovation skills
• Excellent problem-solving and analytical skills
• Good understanding of administration systems
• Sound operational business knowledge na
• 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 NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date 20 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.

Old Mutual Story!

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.