Retirement Funds Admin & Compliance Specialist

Old Mutual South Africa; Cape Town; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking a meticulous administrator to manage retirement fund beneficiary allocations under Section 37C. The role demands regulatory knowledge, accurate case handling, and commitment to service standards in a processing environment.

Responsibilities include processing complex admin tasks, ensuring quality, and collaborating with internal staff to resolve issues for deceased members’ families. Matric and related admin experience are preferred.

Qualifications

• Matric (essential) and a post-matric qualification in administration, finance or related field (advantageous).
• Experience in retirement fund administration (1–2 years preferred).
• Understanding of Pension Funds Act, especially Section 37C processes (advantageous).
• Knowledge of Old Mutual products and admin processes (e.g., Greenlight, Max Income, Max Investment).

Responsibilities

• Perform complex administrative tasks in line with SLA parameters in a processing environment.
• Follow standardised processes and provide services to deceased members’ families.
• Make outbound and handle inbound calls; resolve client queries with professional communication.
• Ensure accuracy through quality checks and adherence to governance and record-keeping standards.

Skills

Action Planning

Client Management

Computer Literacy

Database Administration

Office Systems

Education

Matric

Administration Diploma

Tools

AWD

BANCS

BIZAGI

EMS

OMUNET

Job description

Old Mutual South Africa is seeking a meticulous administrator to manage retirement fund beneficiary allocations under Section 37C. The role demands regulatory knowledge, accurate case handling, and commitment to service standards in a processing environment.

Responsibilities include processing complex admin tasks, ensuring quality, and collaborating with internal staff to resolve issues for deceased members’ families. Matric and related admin experience are preferred.