Assistant Client Relationship Manager

Old Mutual South Africa; Johannesburg; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual South Africa is seeking an experienced Administrator in Johannesburg to provide expert support across administration, product and process functions. You will manage client onboarding and disbursements, handle CRM data accuracy, and collaborate with Compliance, Risk and Operations to support remediation activities.

Role focuses on delivering timely, accurate service to clients and intermediaries, leveraging MS Excel/Word and strong communication skills.

Qualifications

• 3+ years' administrative experience in financial services
• Proven experience in stockbroking and investments is essential
• Excellent verbal and written communication skills, attention to detail

Responsibilities

• Serves as SME in administration/product/process fields
• Acts as escalation point for complex matters beyond Administrators
• Resolves technical and complex administrative queries/issues
• Applies specialist knowledge to working with complex information
• Ensures client onboarding and disbursement administration is accurate and timely
• Checks CRM data for accuracy and completeness
• Delivers service to clients/intermediaries within business standards
• Collaborates with Compliance, Risk and Operations on remediation activities (AML/FATCA/CRS)
• Adheres to regulatory requirements (FICA, FAIS)
• Uses product knowledge to finalise client instructions and queries
• Supports other areas of the business when required

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

Education

National Diploma

Advanced Certificate

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

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

23 September 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. The Old Mutual Story!