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.
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**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!**_