Multi-Skilled Servicing Consultant

Old Mutual; Wes-Kaap; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in South Africa is seeking an experienced administrative professional to support various operational tasks. The candidate should possess strong skills in Microsoft Office and have a minimum of 3 years’ experience in the Financial Services Industry. Key responsibilities include scheduling, correspondence preparation, data analysis, and client query resolution. The ideal candidate should demonstrate effective communication skills and the ability to work under pressure. This role offers growth opportunities within a reputable organization.

Qualifications

• Matric and a minimum of 3 years working experience in the Financial Services Industry.
• Degree is advantageous.
• Computer literate - MS suite of products (Excel, Word, Schedule, E-mail, Internet).
• Knowledge and experience of processing.
• Ability to work under pressure, Initiative, Good judgement and problem-solving skills.
• Excellent verbal & written communication skills.

Responsibilities

• Perform routine administrative duties, including drafting correspondences, scheduling appointments.
• Prepare routine letters, email, minutes of meetings, and reports.
• Design own monthly schedule and assign work to others.
• Produce accurate reports by collecting data from various sources.
• Monitor and analyze data using budgeting systems.
• Handle inbound/outbound calls, guide clients, and resolve queries.

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

NQF Level 5 or equivalent

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

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Performs routine administrative duties such as drafting correspondences, scheduling appointments, organising and maintaining data, as well as assisting internal and external stakeholders Responsibilities Administration

Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.

Business Meetings/Events Arrangement

Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following instructions to ensure more senior colleagues or a senior executive make the best use of their time.

Correspondence

Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.

Document Preparation

Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.

Work Scheduling and Allocation

Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done.

Data Collection and Analysis

Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.

Insights and Reporting

Extract and combine data to generate standard reports.

Budgeting

Monitor and analyze data using budgeting systems and protocols.

Personal Capability Building

Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Operational Compliance

Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.

Procurement

Support others by carrying out simple procurement tasks. Involves following established procedures.

Additional Information

Client Service Delivery

• Handle inbound/outbound calls, guide clients, and resolve queries using strong numerical and investment knowledge.

Personal Effectiveness

• Demonstrate company values, manage own tasks and time, and collaborate effectively.

Documentation Processing

• Follow standardized processes to meet daily admin and production standards.

Quality Assurance

• Ensure adherence to service and quality standards through checks on own work.

Continuous Improvement

• Broaden skills to enhance contribution and support business needs.

Qualifications, Skills and Experience required

• Matric and a minimum of 3 years working experience in the Financial Services Industry.

• Degree is advantageous.

• Computer literate - MS suite of products (Excel, Word, Schedule, E-mail, Internet).

• Knowledge and experience of processing.

• Ability to work under pressure, Initiative, Good judgement and problem-solving skills, analytical, good Interpersonal skills and positive attitude, ability to work both independently and within a team context.

• Sound consultation, collaboration & influencing skills.

• Disciplined planning / organizing skills & execution of duties.

• Sharp servicing of all claim stakeholders.

• Excellent verbal & written communication skills in this field.

• Detail focused, thorough, analytical, and diligent.

• Creative critical thinking skills.

• Empathy

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

29 December 2025 , 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!