Job Title

Let''s Write Africa''s Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.The purpose of the role is to provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers/brokers to the correct channel in adherence to procedural, productivity and quality standards.Role Description:This role functions as a consultant in a specific field of administration / authorizing.Resolving customer/broker issues, attend to escalations and complaintsApply knowledge in multiple systems as needed.Collaborate with internal teams to ensure success in the journeyTransaction Processing/Authorizing & Technical ExecutionExecute on all disinvestment requests across PF, MFC and SNI.Navigate and process requests across systems: Bizagi, BaNCS, CMoS, EMS, AWD, OMUNTE, CraftEnsure compliance with SOPs, fund rules, and regulatory requirements (e.g., PF Act, POPI, Income Tax Act, AML).Perform AVS checks and validate documentation (e.g., mandates, ID, proof of banking).Operational Support & SME ContributionAct as a subject matter expert (SME) for Disinvestments.Support testing of system enhancements and provide feedback for improvement.Provide recommendations on improving SOPs and process documentation.Participate in special projects and operational initiatives.Manages daily operational (client service and or administrative) delivery within specified time standardsQuality Assurance & Risk ManagementConduct quality checks on own work and peer reviews.Identify and escalate risks or non-compliance issues.Ensure adherence to control libraries and audit requirements.Support root cause analysis and process improvement efforts.Personal EffectivenessDemonstrate maturity, accountability, and ownership in task execution.Manage own workload effectively and meet service level agreements (SLAs).Uphold company values and contribute to a collaborative team environment.Collaborates effectively with others to achieve personal results.Makes increased contributions by broadening individual skills.Individually accountable for managing own time, tasks and output quality.RequirementsRequirements: Skills, Qualifications and Experience requiredPost Matric qualificationMinimum of 1-3 years working experience in Financial Services.Analytical skills and attention to detail.Excellent communication (verbal & written) interactive skills.Strong delivery focus.Ability and desire to understand and apply company documentation, involving extensive reading and interpretation of legal documents.Ability to work in a team and independently (manager of self)Good working knowledge of MS Office: Excel, Word, PowerPoint and Email Systems.Must display sound planning & organising skills.Ability to work under pressure.CompetenciesRules drivenAccuracy in processing /authorizingDecision MakingGaining CommitmentInformation MonitoringInitiating ActionOwnershipTeam OrientationTechnical proficiencyContinuous LearningSkillsConsultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, UpsellingCompetenciesAction OrientedCommunicates EffectivelyCustomer FocusDecision QualityEnsures AccountabilityInstills TrustInterpersonal SavvyNimble LearningEducationNQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalentClosing Date08 January 2026 , 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