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Job Title


Multi-Skilled Servicing Consultant


Company : Old Mutual Limited


Location : Pinelands, Australia


Created : 2026-02-02


Job Type : Full Time


Job Description

Let''s Write Africa''s Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionnaPerforms routine administrative duties such as drafting correspondences, scheduling appointments, organising and maintaining data, as well as assisting internal and external stakeholdersResponsibilitiesAdministrationProduce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.Business Meetings/Events ArrangementSchedule appointments, make arrangements for meetings and conferences, and organize travel plans, following instructions to ensure more senior colleagues or a senior executive make the best use of their time.CorrespondencePrepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.Document PreparationPrepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.Work Scheduling and AllocationDesign own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done.Data Collection and AnalysisProduce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.Insights and ReportingExtract and combine data to generate standard reports.BudgetingMonitor and analyze data using budgeting systems and protocols.Personal Capability BuildingDevelop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.Operational ComplianceDevelop working knowledge of the organization''s policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.ProcurementSupport others by carrying out simple procurement tasks. Involves following established procedures.Additional InformationClient Service DeliveryHandle inbound/outbound calls, guide clients, and resolve queries using strong numerical and investment knowledge.Personal EffectivenessDemonstrate company values, manage own tasks and time, and collaborate effectively.Documentation ProcessingFollow standardized processes to meet daily admin and production standards.Quality AssuranceEnsure adherence to service and quality standards through checks on own work.Continuous ImprovementBroaden skills to enhance contribution and support business needs.Qualifications, Skills and Experience requiredMatric and a minimum of 3 years working experience in the Financial Services Industry.Degree is advantageous.Computer literate - MS suite of products (Excel, Word, Schedule, E-mail, Internet).Knowledge and experience of processing.Ability to work under pressure, Initiative, Good judgement and problem-solving skills, analytical, good Interpersonal skills and positive attitude, ability to work both independently and within a team context.Sound consultation, collaboration & influencing skills.Disciplined planning / organizing skills & execution of duties.Sharp servicing of all claim stakeholders.Excellent verbal & written communication skills in this field.Detail focused, thorough, analytical, and diligent.Creative critical thinking skills.EmpathySkillsAccounting, 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 ReviewCompetenciesDirects WorkDrives ResultsEnsures AccountabilityManages ComplexityOptimizes Work ProcessesPlans and AlignsTech SavvyEducationNQF Level 5 - Higher, Advance or Occupational Certificate or equivalentClosing Date29 December 2025 , 23:59The 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