Operations Support & Process Excellence Specialist

Old Mutual Limited; Cape Town; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual Limited invites applications for a Regional OPS Team support role focused on processing and case management for new and existing business. You will support advisers, manage documentation and ensure compliance within service level agreements.

The role emphasizes operational excellence, data validation and collaboration across multiple internal teams to drive efficient, future-ready support for clients.

Qualifications

• Accounting, data analysis and financial reporting skills.
• Strong communication and interpersonal abilities.
• Proficiency with office software and databases.

Responsibilities

• Manage new generation and existing business processing workflows per SOPs.
• Coordinate with Advisors, Trust Company and service teams to ensure timely documentation.
• Escalate and resolve case management issues with OSM and FA teams.

Job description

Old Mutual Limited invites applications for a Regional OPS Team support role focused on processing and case management for new and existing business. You will support advisers, manage documentation and ensure compliance within service level agreements.

The role emphasizes operational excellence, data validation and collaboration across multiple internal teams to drive efficient, future-ready support for clients.