Senior Administration Specialist at Old Mutual

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

The role includes the following 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.

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

• 03 October 2025