Senior Investment Service Administrator

2 weeks ago

Pinelands, Western Cape, South Africa Old Mutual South Africa Full time R90 000 - R120 000 per year

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
na

The position is that of an Investment Service Centre Consultant within the Wealth Service Centre, responsible for processing client requests and instructions.

Responsibilities
The role includes the following responsibilities:

  • Market the corporate image of Old Mutual by developing a positive relationship with Customers and to build trust and understanding.
  • Identify process improvements to deliver improved Customer care and communicate these to the relevant Service Centre Managers.
  • Effectively manage any non-conformances.
  • Investigate and resolve technical cases.
  • Investigate the nature of problems, identify and eliminate the root causes.
  • Discuss and report on processes where positive or negative trends have been identified and recommend corrective action to management.
  • Make decisions firmly and timeously improving transaction time and perception of service.
  • Summarise major issues and take action, which will benefit both the client and the business.
  • Identify and escalate complaints.
  • Maintain high level of teamwork to achieve the KPI's.
  • Always be professional and treat Customers with respect and that they feel special after every interaction.
  • Stay informed of developments in the Financial Services Industry.

Qualifications And Experience Required

  • Matric qualification and a minimum of 1 year working experience in the Financial Services Industry (i.e. banking, insurance, investments).
  • Wealth product and systems knowledge are essential
  • Computer literate - MS suite of products (Excel, Word, Schedule, E-mail, Internet), with specific knowledge of IBC, Bizagi, ITAX/EB, MS.
  • Excellent Verbal and written communication skills.
  • Ability to work under pressure.
  • High sense of Customer Care.
  • Initiative.
  • Good judgement and problem-solving skills.
  • Analytical.
  • Good interpersonal skills and positive attitude.
  • Conflict handling.
  • Self-motivated and always willing to learn.
  • High attention to detail.
  • Ability to operate in a repetitive process-based environment.
  • Work flexible hours between 08h00 & 18h00 including Saturdays.

The successful candidate may need to work overtime/longer hours and have own transport or very reliable transport network.
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
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date
17 October 2025 , 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

  • Investment Head: With-Profit Funds

    2 weeks ago

    Pinelands, Western Cape, South Africa Old Mutual Full time R6 000 000 - R8 000 000 per year

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionnaThis is a leadership role at the heart of one of South Africa's most significant investment mandates, with strategic oversight of R300 billion in multi-asset portfolios underpinning Old Mutual's with-profit...

  • Group Credit Investment: Portfolio Manager

    2 weeks ago

    Pinelands, Western Cape, South Africa Old Mutual South Africa Full time R1 200 000 - R2 400 000 per year

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionThe Group Credit Investment ("GCI") Portfolio Manager will be responsible for the management and monitoring of credit portfolios within the scope of the GCI team. Underlying credit within scope includes investment...

  • Group Credit Investment: Credit Analyst

    1 week ago

    Pinelands, Western Cape, South Africa Old Mutual South Africa Full time R400 000 - R800 000 per year

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionThe Group Credit Investment ("GCI") Credit Analyst will be responsible for assessing and monitoring the creditworthiness of the assets within scope of the GCI investment credit portfolio. The Credit Analyst will play...

  • Senior Specialist Fund Administrator

    5 days ago

    Pinelands, Western Cape, South Africa Old Mutual Full time R240 000 - R480 000 per year

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionnaPerform administrative duties for Old Mutual Unit Trust and Strategic Investment Services, including maintaining accounting records, preparing related financial reports for various funds, managing fund...

  • Service Delivery Manager

    4 days ago

    Pinelands, Western Cape, South Africa Old Mutual South Africa Full time R1 200 000 - R2 400 000 per year

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionManages the delivery of IT services to clients or internal stakeholders. Responsible for negotiating, developing, monitoring, and managing service level agreements relating to IT services and ensuring that these are...

  • Senior Product Marketing Specialist

    2 days ago

    Pinelands, Western Cape, South Africa Old Mutual South Africa Full time US$60 000 - US$180 000 per year

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionnaSymmetry is a business in build mode, evolving, growing, and redefining what investment solutions should look like.We're looking for a Senior Product Marketing Specialist to market Symmetry's product set to clients...

  • Senior Product Marketing Specialist

    1 day ago

    Pinelands, Western Cape, South Africa Old Mutual Full time R600 000 - R1 200 000 per year

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionnaSymmetry is a business in build mode, evolving, growing, and redefining what investment solutions should look like. We're looking for a Senior Product Marketing Specialist to market Symmetry's product set to...

  • Senior Administrator

    1 day ago

    Pinelands, Western Cape, South Africa Old Mutual Full time R2 200 000 - R4 200 000 per year

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionThis role is accountable for monitoring and reviewing daily dashboard updates, performing data extraction, identifying anomalies within the rejections and exploratory data analysis. It supports turning data into...

  • Insurance Administrators

    2 weeks ago

    Pinelands, Western Cape, South Africa Meerkatᵀᴹ Full time R120 000 - R180 000 per year

    Meerkat are looking for Insurance Administrators to join their energetic team. This is a fantastic opportunity to become part of a fast-paced, high-growth growth and professional financial services company.The Insurance Administrator is responsible for providing administrative support to the Insurance Team; managing policy documentation, processing claims...

  • Head - Learning & Development

    1 week ago

    Pinelands, Western Cape, South Africa Western Cape Blood Service Full time R900 000 - R1 200 000 per year

    The Western Cape Blood Service is a non-profit organisation whose mission is to collect, process and distribute blood and blood products throughout the Western Cape.A permanent vacancy exists for a Head – Learning & Development - based at the Service's HQ (Paterson Grade D3).Reporting to the Chief Executive Officer/Medical Director, the successful...