Senior Administration Specialist

old mutual life assurance

📍 pinelands south africa🕐 9d ago🔗 workday

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 role utilises expert knowledge in the specific fields of administration / product / process to resolve technical and complex problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving results through own efforts. Responsibilities **Administration Delivery** * This role functions as a subject matter expert in a specific field of administration / product / process / compliance / regulation. * Often acts as a point of escalation and liaise with internal stakeholders to ensure resolution. * Could act as an expert resource on major projects or could be accountable for the delivery of projects within the division or BU.   * May act as a coach for Specialist staff (if required). * Often consulted for system enhancements.   * Advises on system enhancements and testing. * Ensures first time resolution of all client queries received. * Daily process and clear workflow queues. * Processing of all client instructions pertaining to Individuals, Trusts and Corporates. * Perform Client Risk Assessments in line with AML and FATCA regulations. * Perform client identification and verification on the Financial Intermediary relationships, including individuals, entities, and trusts from a wide range of jurisdictions. * Perform Client Due diligence in line with FICA requirements. * Remediate client information upon trigger events. * Utilise problem solving skills to resolve complex queries. * Communicate in a professional manner with all stakeholders including clients and Financial Advisers. **Quality Assurance** * Adheres to service and quality standards. * Performs quality checks on own work * Strong attention to detail and organisational skills * Continually looks for ways to improve the Adviser/Client Experience by streamlining processes. **Personal Effectiveness** * Accepts and lives the company values. * Accountable for service delivery through own efforts. * Collaborates effectively with others to achieve personal results. * Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months. * Makes increased contributions by broadening individual skills. **_These responsibilities offer an overview of the role and are not confined or restricted solely to what is listed._** **Qualifications and Experience required** * Matric essential. * Tertiary qualification advantageous. * Strong understanding of Offshore Investments AML/Compliance Program. * At least 5 years’ experience in financial services in a client engagement and technical processing/administration role. * Highly structured individual, and is able to plan appropriately for short-, mid- and long-term activities. * Agile in being able to prioritise multiple and meet critical deadlines. * Individual that has an innate pattern-spotting ability to look for and identify anomalies, resolves them and determines immediate and long-term steps to rectify the instance, the data and the process. * An individual who is determined to drive things through to completion in a deliberate manner. * Sound Old Mutual International Product knowledge. * Thorough knowledge and understanding of the various entity structures and their requirements. * Excellent communication skills. * The ideal candidate must have an advanced working knowledge of Excel and Word. * Ability to work independently. * Strong attention to detail and organisational skills. na **Skills** Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Digital Literacy, Executing Plans, Management Reporting, Numerical Aptitude, Oral Communications, Report Review **Competencies** Decision Quality Directs Work Ensures Accountability Manages Complexity Optimizes Work Processes Plans and Aligns Tech Savvy **Education** NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent **Closing Date** 01 September 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!**_
Senior Administration Specialist at old mutual life assurance | MergeJobs