Senior Investment Service Administrator at Old Mutual

Job Description

• 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