Senior Administrator- Payment

Old Mutual Limited; Cape Town; Sur place; ZAR 300 000 - 460 000; Plein temps

Résumé du poste

Old Mutual Limited is seeking an administrator to manage retirement fund administration, focusing on Section 37C cases and death-benefit allocations. You will interpret regulatory provisions, ensure compliance, and resolve complex beneficiary allocations in a timely, accurate manner.

The role involves processing documentation, quality checks, building relationships with internal staff, and delivering excellent client service via calls and correspondence while complying with Pension Funds Act

Qualifications

• Matric is essential.
• Post-matric qualification in administration, finance, or related field advantageous.
• 1–2 years’ experience in retirement fund administration.
• Basic understanding of the Pension Funds Act with exposure to Section 37C processes advantageous.
• Knowledge of Old Mutual products and administrative processes.
• Familiarity with Old Mutual systems: AWD, BANCS, BIZAGI, EMS, OMUNET.
• Computer literacy (MS Office) with accurate typing and document handling skills.

Responsabilités

• Perform complex administrative tasks per SLA in a processing environment.
• Follow standardised processes in line with normal business functioning.
• Provide a service to our deceased members' family.
• Respond to immediate administrative requirements.
• Deliver on daily production standards.
• Perform quality checks on own work.
• Adhere to service and quality standards.
• Build strong partnerships with internal staff to provide good service.
• Ensure issues are proactively resolved, keeping customers informed and providing good service.
• Make outbound and inbound calls, gather relevant information and resolve queries.
• Communicate clearly and professionally, both verbally and in writing.
• Ensure compliance with Pension Funds Act requirements.

Connaissances

Accounting

Data Analysis

Computer Literacy

Data Interpretations

Financial Acumen

Management Reporting

Numerical Aptitude

Oral Communications

Report Review

Formation

Matric

Post-matric qualification in administration or finance

Outils

AWD

BANCS

BIZAGI

EMS

OMUNET

Description du poste

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 role applies expert knowledge in the administration of retail retirement funds, specifically in relation to Section 37C of the Pension Funds Act, which governs the distribution of death benefits. The incumbent leverages in-depth understanding of legislation, regulatory requirements, and retail retirement fund products to manage and resolve complex beneficiary allocation cases. Responsibilities include interpreting legal provisions, ensuring compliance, and addressing technical challenges of an operational nature. The role is individually accountable for delivering accurate and timely outcomes through own efforts.

Documentation Processing

• Perform complex administrative tasks in accordance with SLA parameters, in a processing environment
• Follows standardised processes in line with normal business functioning
• Provides a service to our deceased members family
• Responds to immediate administrative requirements
• Delivers on daily production standards

Quality Assurance

• Performs quality checks on own work
• Adhere to service and quality standards
• Working as part of a team and assisting others when required

Relationship Building

• Build strong partnerships with internal staff in order to provide good service
• Ensure all issues are proactively and smoothly resolved, keeping customers informed and providing good service
• Collaborates and networks effectively with others and achieve results

Client Service Delivery

• Makes outbound calls in accordance with predetermined schedules and gathers relevant information.
• Receives inbound calls
• Finalisescall at point of contact where possible
• Deals with clients queries via telephone in adherence with productivity standards
• Effective Communication Skills
• Professional Written and Verbal Communication
• Information Processing and Responsiveness

Compliance

Adheres to service and quality standards

Requirements: Skills, Qualifications and Experience

• Matric (essential)
• Post-matric qualification in administration, finance, or related field (advantageous)
• Experience in retirement fund administration (preferably 1–2 years)
• Basic understanding of the Pension Funds Act , with exposure to Section 37C processes (advantageous)
• Knowledge of Old Mutual products and administrative processes (e.g., Greenlight, Max Income, Max Investment, Mass Foundation Market and others)
• Familiarity with Old Mutual systems (AWD, BANCS, BIZAGI, EMS, OMUNET, etc.)
• Computer literacy (MS Office) with accurate typing and document handling skills

Core Competencies

• Excellent verbal and written communication skills – able to respond to queries promptly and professionally
• Ability to work under pressure and adapt to a changing environment
• High attention to detail and accuracy
• Good judgment and problem-solving skills
• Team-oriented with strong interpersonal skills
• Deadline-driven and results-focused
• Ability to process information and provide clear, structured feedback

Additional Role-Specific Competencies

• Working knowledge of Section 37C and related legislation (Divorce Act, Maintenance Act, POPIA, TCF)
• Ability to identify beneficiaries and verify supporting documentation
• Basic case analysis and drafting skills for allocation recommendations
• Strong governance and record-keeping discipline
• Ability to handle sensitive information ethically and confidentially
• Numeracy skills for benefit calculations and reconciliations

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

Matriculation Certificate (Matric)

Closing Date

14 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! _