Multi Skilled Servicing Consultant (6-Month Fixed Term Contract)

Old Mutual Life Assurance Company (SA) Ltd; Cape Town; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking a Senior Administrator in the Wealth Service Centre to oversee the processing of Retirement Fund Administration. The role requires full knowledge of the transfer process (In/Out and Section 14 Transfers, Death Claims) and strong interpretation of relevant Pension Funds Act provisions.

The candidate will handle complex transfers, ensure compliant execution, and collaborate with stakeholders to meet KPI targets, while maintaining high

Qualifications

• Matric and a minimum of 3 years working experience in the Financial Services Industry.
• Degree is advantageous.
• Computer literate – MS Office (Excel, Word, Schedule, Email, Internet).
• Knowledge and experience of processing Retirement Fund Administration and Death Claims.
• Ability to work under pressure, initiative and problem-solving skills, analytical, interpersonal skills and positive attitude.

Responsibilities

• Complying to the provisions of the Pension Funds Act and the Rules of the Fund.
• Interpret and apply various pieces of legislation to sets of facts.
• Probing skills and ability to interrogate information through professional interviews.
• Consistent compliant process execution through the exercise of discretion and sound judgment with regards to the administration of the transfers.
• Maintain high level of teamwork to achieve the KPI’s.
• Sound consultation, collaboration and influencing skills.

Skills

Verbal communication

Written communication

Analytical thinking

Problem solving

Teamwork

Interpersonal skills

Education

Grade 12 / Matric

Bachelor's degree advantageous

Tools

MS Office

Excel

Schedule

E-mail

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 position is for a Senior Administrator within the Wealth Service Centre, responsible for the processing of Retirement Fund Administration. Complete knowledge of Retirement Fund administration from receipt of the transfer request to the finalization of the transfer. This role requires knowledge of all matters regarding the processing of a Retiral transfer (In/Out and Section 14 Transfers, Death Claims.

Responsibilities

• Complying to the provisions of the Pension Funds Act and the Rules of the Fund.
• Ability to understand, interpret & apply various pieces of legislation to sets of facts.
• Probing skills & ability to interrogate information through professional interviews.
• Consistent compliant process execution through the exercise of discretion and sound judgment with regards to the administration of the transfers.
• Sound & defensible reasoning.
• Maintain high level of teamwork to achieve the KPI’s.

Qualifications 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 Retirement Fund Administration and Death Claims.

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 na Skills Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling Competencies Action Oriented Communicates Effectively Customer Focus Decision Quality Ensures Accountability Interpersonal Savvy Manages Ambiguity Manages Complexity

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

08 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.

The 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.