Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
Read more about this company
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- The position is that of a Senior Administrator whose primary role is to administer LISP & Unit Trust and Third Party Administration transactions that a client may request and assist the team in providing world-class service to all clients. The incumbent is individually accountable for achieving results through own efforts.
Key Performance indicators:
- Documentation Processing
- Personal Effectiveness
- Quality Assurance
Specific Key result Areas
- Resolution of queries and management of exceptions to business rules.
- Processing of LISP/Unit Trust/ Third Party Administration work-types via IBC, EMS and Bizagi.
- Telephonic and written communication in a clear, concise, and professional manner to stakeholders.
- Communicate problems and suggest solutions regarding existing processes.
- Help colleagues reach team and departmental targets.
- Plan work allocated to ensure compliance with applicable service standards.
- Resolution of complex queries and management expectation to business rules
- Ensure that quality principles are applied to all aspects of processing.
- Monitoring of Monthly excel statements – for both Mancos.
- Uploading of TER file to Finswitch
- Transaction file of Finswitch - We monitor these daily for (rejections)
- Management of transfers in between entities
- Management of SAP Fees – received monthly from CURO (+-60 Disinvestments)
- Management Fees for Mutual&Federal – (Monthly 2nd working day of each month by downloading data from IBC)
- Downloading of statements for Audit requirements for internal/external stakeholders
- Fund-Linking – of trades processed via Finswitch
- Drafting of Welcome letters
- Corrections – correcting of client portfolios
Qualifications and experience:
Role Requirements
- Matric with Mathematics and/or Accounting is essential.
- Post matric qualification will be advantageous.
- Processing experience on LISP/Unit Trust funds/ Third Party Administration and products essential.
- Knowledge and Processing on IBC is essential.
- Ability to Process Correspondence on AWD/Bizagi is essential.
- Previous relevant working experience within a processing environment.
- Computer literacy - Ms Excel and Outlook.
- Adaptable to rapidly changing environment.
- Excellent communication and writing skills.
- Show initiative and drive.
- Able to work under pressure and be adaptable.
- Stress Tolerance and flexibility.
- Sound understanding of the Investment industry.
- Awareness of client-care principles.
- Ability to give and receive feedback.
- Personal need for continuous learning.
- High level of attention to detail.
- Can-do positive attitude.
- Demonstrate personal integrity and accountability.
- High energy level and a passion for clients.
- Sense of urgency and a need for achievement.
- Ability to work independently and be a reliable team player.
- Own transport/reliable transport arrangements to be able to work later or come in earlier.
- The above summary is in line with Old Mutual Wealth Corporate.
More detail is provided below:
- Provides a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. Provides specialist product and service knowledge that may lead to sales generation.
Responsibilities
Product/Service Information
- Provide advanced product/service information and respond to basic customer questions about the product/service.
Customer Order Processing
- Record and process custom/special customer orders, often dealing with ambiguous delivery expectations.
Resolving Customer Issues
- Respond to basic issue escalations promptly and appropriately; provide managerial approvals as required.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Interview the customer, following a complex multilevel sales script, to clarify the customer's requirements, or assist in conducting interviews with potential customers, making detailed notes to collect client requirements.
Renewals
- Provide exceptional service to customers to encourage continued use of the organization's products/services.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Consultative 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, Upselling
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Interpersonal Savvy
- Manages Ambiguity
- Manages Complexity
Education
- NQF Level 3 & NQF Level 2 - Below school leaving
Closing Date
go to method of application »
Job Description
Job Requirements:
- Matric
- Regulatory Examination (RE)
- Minimum NQF Level 4 Short Term Insurance
- 2 - 3 years' Call Center Experience
- Provides a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. Provides specialist product and service knowledge that may lead to sales generation.
Responsibilities
Product/Service Information
- Provide advanced product/service information and respond to basic customer questions about the product/service.
Customer Order Processing
- Record and process custom/special customer orders, often dealing with ambiguous delivery expectations.
Resolving Customer Issues
- Respond to basic issue escalations promptly and appropriately; provide managerial approvals as required.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Interview the customer, following a complex multilevel sales script, to clarify the customer's requirements, or assist in conducting interviews with potential customers, making detailed notes to collect client requirements.
Renewals
- Provide exceptional service to customers to encourage continued use of the organization's products/services.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Consultative 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, Upselling
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Interpersonal Savvy
- Manages Ambiguity
- Manages Complexity
Education
- NQF Level 3 & NQF Level 2 - Below school leaving
Closing Date
go to method of application »
Job Description
- African Infrastructure Investment Managers (Pty) Ltd was established in 2000 and has established itself as a leading niche private equity fund manager, specialising in infrastructure equity investments in the African market. AIIM actively manages investments in North, East, West and Southern Africa and has assets under management of USD 2.9 billion with a track record extending across eight African infrastructure funds.
Role Overview
- AIIM is seeking a Senior Administration Specialist to support the Operations team with operations and facilities management, events, and administrative support to two functional areas within AIIM.
Responsibilities
- This role provides immediate response to complex administrative requirements in accordance with SLA parameters, in a processing environment. The incumbent is individually accountable for achieving results through their own efforts.
The successful candidate will be responsible for but not limited to:
- Processing of Ops/Finance/Investment team staff claims, DocuSign’s, vendor invoices, etc
- Processing of Shared Services staff claims, vendor invoices, etc
- Filing and organizing records, invoices, and other important documentation
- Participate actively in planning and execution of company events and team functions
- Assist with Office maintenance and installations
- Assist and liaise with vendors and service providers
- Travel booking for Operations, Finance & Investment Team (ATAF)
- Diary management for Operations, Finance & Investment Team (ATAF)
- Administration for Operations, Finance & Investment Team (ATAF)
- DocuSign processing for Finance departments
- Management of Access control system
- Assist with administration of the Subscriptions database/renewals/ applications for the company
- Vendor onboarding
- Assist with Staff onboarding
- Asset management (administration/audits/updates)
- Insurance administration (Renewals, claims, processing)
- Health & Safety compliance
Skills, Qualifications and Experience required:
- Matric, with relevant tertiary qualification/courses
- 3 to 5 years relevant experience, preferably in Financial Services
- Advanced MS office skills
- Knowledge of DocuSign, Expense point and Travel IT (not essential but highly preferred)
- Able to work comfortably in an open, fast paced environment
- Leaning agility essential especially with new systems or ideas
- Fully multi-skilled across systems and processes
- Office management experience
Personality Attributes and Competencies:
- Excellent written and verbal communication skills
- Time-management skills
- Ability to build rapport and engage at an executive level
- Excellent intellectual & conceptual abilities
- Flexible & dynamic – self-motivated, can work independently, results driven, ability to deal with change
- High energy level, strong sense of teamwork and a 'can do ' attitude
- Strong execution – ability to close off effectively on tasks and projects
- Ability to pay attention to detail
- Follow-through - the motivation to ensure the highest standards of quality and productivity are consistently maintained (must pay attention to detail and ensure accuracy
- Organization skills
- Ability to multitask
- Interpersonal skills
- Forward thinking and innovative
- Performs routine administrative duties such as drafting correspondences, scheduling appointments, organising and maintaining data, as well as assisting internal and external stakeholders
Responsibilities
Administration
- Produce, update, and provide best practice support on complex Microsoft documents, databases, and other departmental systems, advising colleagues as needed and using expertise to help improve processes.
Correspondence
- Prepare tailored letters, emails, and more complex reports and agendas and minutes of meetings for approval by a board-level executive.
Data Collection and Analysis
- Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Insights and Reporting
- Contribute to the preparation of various data and analytics reports.
Document Preparation
- Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports.
Business Meetings/Events Arrangement
- Arrange venues, equipment, catering, accommodations, and travel for participants arriving from various locations to ensure the smooth running of medium-scale events.
Work Scheduling and Allocation
- Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines.
Operational Compliance
- Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.
Procurement
- Achieve specific procurement goals or provide support to others while following established procurement systems and protocols.
Budgeting
- Track budgets and report variances to more senior colleagues.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Accountability, 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, Office Administration, Oral Communications, Planning Ability, Report Review, Time Management
Competencies
- Decision Quality
- Directs Work
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- African Infrastructure Investment Managers (Pty) Ltd was established in 2000 and has established itself as a leading niche private equity fund manager, specialising in infrastructure equity investments in the African market. AIIM actively manages investments in North, East, West and Southern Africa and has assets under management of USD 2.9 billion with a track record extending across eight African infrastructure funds.
Role Overview
- African Infrastructure Investment Managers (AIIM) is seeking a Senior Administration Specialist to support the SADC Investment teams; co-ordinate and support logistical arrangements of investor meetings, events, and forums; a variety of administrative tasks, and executive diary management, in accordance with Service Level Agreement parameters. Additionally, the incumbent will partner with a small team of administrators to deliver a variety of administration related functions and will be individually accountable for achieving results through own efforts.
Key Result Areas:
The successful candidate will be responsible for but not limited to:
- Organising and preparing for meetings, including gathering documents and attending to logistics of meetings, for internal and external stakeholders
- Diary Management for a team of Senior Investment Directors and Principals
- Coordination of agenda’s scheduling and circulation of materials for investment team, investment committee meetings, and other internal forums
- Coordination of logistics for engagements with investors, this includes but is not limited to, due diligence, site visits, meetings, and teleconferences
- Book travel for investments team
- Process team credit card recons, travel forex recons, staff claims and invoices
- Filing and organising records, invoices, and other important documentation
- Participate actively in the planning and execution of events
- Assist colleagues whenever necessary
- Manage Media profiles in conjunction with Marketing
- Manage courier services, sending and receiving of goods/documents as required
- Coordinate and arrange various internal and external meetings
- Manage schedules for seating, parking, and meeting rooms
- Building a relationship with Old Mutual facilities staff/landlords with regards to parking, meeting rooms, vendors, security, and all building/office requirements.
- Assist with office maintenance, equipment, supplies, and installations requested by Operations
- Assist with the operation of IT and facilities in the office
- Manage office purchasing and procurement.
Skills, Qualifications and Experience required:
- Matric, with relevant tertiary qualification/courses
- + 5 years relevant experience, preferably in Financial Services
- Advanced MS office skills
- Extensive experience performing diary management for multiple executives
Personality Attributes and Competencies:
- Excellent written and verbal communication skills
- Time-management skills
- Ability to build rapport and engage at an executive level
- Excellent intellectual & conceptual abilities
- Flexible & dynamic – self-motivated, can work independently, results driven, ability to deal with change
- High energy level, strong sense of teamwork and a 'can do ' attitude
- Strong execution – ability to close off effectively on tasks and projects
- Ability to pay attention to detail
- Follow-through - the motivation to ensure the highest standards of quality and productivity are consistently maintained (must pay attention to detail and ensure accuracy
- Organization skills
- Ability to multitask
- Interpersonal skills
- Forward thinking and innovative
- Performs routine administrative duties such as drafting correspondences, scheduling appointments, organising and maintaining data, as well as assisting internal and external stakeholders
Responsibilities
Administration
- Produce, update, and provide best practice support on complex Microsoft documents, databases, and other departmental systems, advising colleagues as needed and using expertise to help improve processes.
Correspondence
- Prepare tailored letters, emails, and more complex reports and agendas and minutes of meetings for approval by a board-level executive.
Data Collection and Analysis
- Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Insights and Reporting
- Contribute to the preparation of various data and analytics reports.
Document Preparation
- Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports.
Business Meetings/Events Arrangement
- Arrange venues, equipment, catering, accommodations, and travel for participants arriving from various locations to ensure the smooth running of medium-scale events.
Work Scheduling and Allocation
- Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines.
Operational Compliance
- Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.
Procurement
- Achieve specific procurement goals or provide support to others while following established procurement systems and protocols.
Budgeting
- Track budgets and report variances to more senior colleagues.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Digital Literacy, Executing Plans, Management Reporting, Microsoft Office, Numerical Aptitude, Office Administration, Oral Communications, Report Review, Time Management
Competencies
- Decision Quality
- Directs Work
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
- Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
- Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- African Infrastructure Investment Managers (Pty) Ltd was established in 2000 and has established itself as a leading niche private equity fund manager, specialising in infrastructure equity investments in the African market. AIIM actively manages investments in North, East, West and Southern Africa and has assets under management of USD 2.9 billion with a track record extending across eight African infrastructure funds.
Role Overview
- AIIM is seeking a Receptionist to support the Operations team with general office management and administration.
Key Result Areas:
- This role provides immediate response to complex administrative requirements in
- accordance with SLA parameters, in a processing environment. The incumbent is individually accountable for achieving results through their own efforts.
The successful candidate will be responsible for but not limited to:
- Reception duties which include answering switchboard, receiving of visitors
- Manage courier services, sending and receiving of goods as required
- Assisting with day-to-day office access control
- Coordinate and arrange various internal and external meetings
- Manage schedules for seating, parking, and meeting rooms
- Filing and organizing records, invoices, and other important documentation
- Manage stock count, orders, and deliveries
- Participate actively in the planning and execution of company events and team functions/lunches/meetings
- Oversee cleaning staff
- Liaise with Landlord and building maintenance on facilities maintenance
- Facilities check, meeting rooms, printers, coffee machines, etc.
- Procurement of office related requirements, groceries, IT Equipment, stationary, etc
- Liaise with IT on maintenance/ call outs / IT related issues
Skills, Qualifications and Experience required:
- Matric, with relevant tertiary qualification/courses
- 3 to 5 years relevant experience, preferably in Financial Services
- Advanced MS office skills – Outlook, Excel, Word and Powerpoint
- Knowledge of DocuSign, Expensepoint and Travel IT (not essential but highly preferred)
- Able to work comfortably in an open, fast paced environment
- Able to effectively juggle multiple priorities
- Learning agility essential especially with new systems or ideas
- Fully multi-skilled across products and processes.
- Office management experience (not essential but highly preferred)
Personality Attributes and Competencies:
- Excellent written and verbal communication skills
- Time-management skills
- Ability to pay attention to detail
- Organization skills
- Ability to multitask
- Interpersonal skills
- Flexible & dynamic – self-motivated, can work independently, results driven, ability to deal with change
- Excellent intellectual & conceptual abilities
- High energy level, strong sense of teamwork and a 'can do ' attitude
- Strong execution – ability to close off effectively on tasks and projects
- Follow-through - the motivation to ensure the highest standards of quality and productivity are consistently maintained (must pay attention to detail and ensure accuracy)
- Forward thinking and innovative
- Performs routine administrative duties such as drafting correspondences, scheduling appointments, organising and maintaining data, as well as assisting internal and external stakeholders
Responsibilities
Administration
- Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.
Business Meetings/Events Arrangement
- Schedule 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.
Correspondence
- Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.
Document Preparation
- Prepare 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 Allocation
- Design 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 Analysis
- Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.
Insights and Reporting
- Extract and combine data to generate standard reports.
Budgeting
- Monitor and analyze data using budgeting systems and protocols.
Personal Capability Building
- Develop 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 Compliance
- Develop 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.
Procurement
- Support others by carrying out simple procurement tasks. Involves following established procedures.
Skills
- Meeting Organization, Office Administration, Organizing, Planning Ability
Competencies
- Directs Work
- Drives Results
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- To provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. Has a good understanding of products and services.
Responsibilities
Product/Service Information
- Provide advanced product/service information.
Customer Order Processing
- Record and process customer orders, selecting the most appropriate approach based on predefined options.
Resolving Customer Issues
- Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Customer Relationship Management (CRM) Data
- Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Renewals
- Provide exceptional service to customers to encourage continued use of the organization's products/services.
Operational Compliance
- Develop 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.
Personal Capability Building
- Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Skills
- Consultative 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, Upselling
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Nimble Learning
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Ability to Sell, Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy, Interpersonal Relationship Management, Numeracy, Sales
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date
go to method of application »
Job Description
- Requirements: Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
Method of Application
Use the link(s) below to apply on company website.
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