Retirement Funds Admin & Beneficiary Specialist

Old Mutual Life Assurance Company (SA) Ltd; Cape Town; On-site; ZAR 260,000 - 380,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking an administrator focused on retail retirement fund administration, with emphasis on Section 37C processes. The role involves complex beneficiary allocation, regulatory compliance, and timely outcomes through individual contribution.

Responsibilities include documentation processing, quality assurance, relationship building, and managing client service delivery with strong communication.

Qualifications

• Matric essential.
• Post-matric qualification in administration, finance, or related field advantageous.
• Experience in retirement fund administration (1–2 years).
• Basic understanding of Pension Funds Act, exposure to Section 37C processes.

Responsibilities

• Perform complex administrative tasks in accordance with SLA parameters.
• Follows standardised processes in line with normal business functioning.
• Provide service to deceased members' families; respond to administrative requirements.
• Deliver on daily production standards.
• Build strong partnerships with internal staff to provide good service.
• Handle outbound/inbound client calls and inquiries within productivity standards.
• Maintain professional written and verbal communication at all times.
• Adhere to governance, record-keeping, and compliance requirements.

Skills

Verbal and written communication

Teamwork

Attention to detail

Problem solving

Customer service

Education

Matric (essential)

Post-matric qualification in administration/finance (advantageous)

Tools

AWD

BANCS

BIZAGI

EMS

OMUNET

MS Office

Job description

Old Mutual Life Assurance Company (SA) Ltd is seeking an administrator focused on retail retirement fund administration, with emphasis on Section 37C processes. The role involves complex beneficiary allocation, regulatory compliance, and timely outcomes through individual contribution.

Responsibilities include documentation processing, quality assurance, relationship building, and managing client service delivery with strong communication.