Job Opportunities at Old Mutual South Africa

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.

Education

• Bachelors Degree (B), High School (Grade 12)  (Required)
   

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Job Description

• Old Mutual Real Estate Holding Company (“OMREHC”) owns R24bn of gross property assets and internally manages a unique quality portfolio of superior real estate assets which have strong defensive attributes given their dominance in the respective catchment areas.

This Cape Town based role delivers secretarial and legal support services as per legislative requirements. 

• The Company Secretary provides advice and support to Boards on governance matters and ensuring compliance with statutory and regulatory requirements.
• Responsible for providing efficient and effective Company Secretarial services to the Board/Trustees and if so required, Committees as assigned. 
• Implement agreed advice/guidance to directors both collectively and individually on their statutory and fiduciary duties, responsibilities and powers. 
• Responsible for administration relating to Board meetings, filing of documents and preparing Board Charters and Terms of Reference. 
• Implement in line with agreed interpretation of the Companies Act and best practice corporate governance (including adherence to regulatory governance requirements) to all directors and members of management, aligned to Group Governance Framework (GGF) implementation and annual assessment. 
• Ensures compliance with the Companies Act and any other applicable legislation in assigned entities and trusts. 
• Implement in line with agreed interpretation of Company Secretarial processes through Agendas, Board composition, number of meetings held to address compliance matters, aligned to GGF implementation and annual assessment. 
• Organizes and administers the smooth running of meetings, producing accurate minutes and resolutions. 
• Provides general support - maintenance of databases of information on directors and subsidiary companies, signing powers, etc. 
• Delivers secretarial services as per legislative requirements. 
• Manages remuneration of directors (if required). 
• Sets up new subsidiary companies and trusts. 

Legal, Risk & Compliance Services  

• Advises the Board with interpretation, advice and application of legal and regulatory requirements across assigned entities and trusts. 
• Assists the Board with the interaction/ communication with regulatory bodies, with respect to matters affecting the Board, such as governance requirements. 
• Ensure that all compliance matters are managed, addressed and presented and tabled at subsidiary Board’s in accordance with the compliance calendar applicable to subsidiaries. 
• Provides legal transactional governance advice to assigned entities and trusts. 
• Draft, review and vet various property related contracts.
• Manage property related litigation.
• Provide general commercial advice to the business.
• Plan for, implement and take accountability for the development and adoption of a first line risk and compliance function for the business.
• Provide risk identification, assessments and monitoring to the business.
• Communicate updates, monitor and report on the risk to second line risk and compliance.
• Provide technical risk and compliance inputs and provide support in business projects.
• Reporting on the effectiveness of company policy, standards, processes and procedures in Risk and Compliance Reports.
• Establish and manage relationships and enhance engagement with 2nd and 3rd line of defense assurance functions (Risk, Compliance Internal Audit and Governance.
• Identify and communicate training requirements and encourage awareness

Corporate Governance advice & monitoring 

• Ensures that the Board implements best practice corporate governance requirements in line with the Group Governance Framework (GGF), when making decisions. 
• Implementation of the GGF, to ensure efficiencies and drive down the overall cost of Corporate Governance. 
• Provide input into all corporate governance initiatives, to ensure alignment with the Group. 
• Accountable for GGF assessment/attestation, application and reporting across assigned entities and trusts. 
• Provides oversight and monitoring of corporate governance and escalates Group wide issues. 
• Assists in driving governance initiatives to underpin the vision of Old Mutual being a responsible business. 
• Administers the Group’s subsidiary companies' statutory records, registers and the lodgment of necessary returns in compliance with statutory requirements. 
• Keeps Company registers up to date. 

Stakeholder relations 

• Facilitates communication with stakeholders and acts as point of consultation between external defined stakeholders and the organization, pertaining to relevant matters. 
• Building professional relationships with key stakeholders within the business.  
• Responsible for AGM administration across assigned entities. 

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Job Description

This role provides advice on a specific range of products to a specific market segment and is individually accountable for achieving results through their own efforts.
Responsible for the procurement of new business.

• Highlights advantages or benefits of products or services to individuals and the organisation.
• Adjusts sales technique depending on the nature of the prospect or customer.
• Determines customers' needs and interests.
• Persuades customers to purchase products or services that are intangible (e.g. information services or consulting services).
• Suggests next logical step in the sales cycle (e.g. sales demonstration, presentation to decision-makers).
• Expand sales of products and services with existing customers.
• Works mainly on own leads

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Job Description

• This role functions as a subject matter expert in a specific field of administration / product / process.
• Often acts as a point of escalation for matters with higher level of complexity than those handled by Administration Specialists.
• Often acts as a consultant w.r.t decision making of operational and or tactical importance (typically deliverables are part of level three plans).
• 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.
• Often consulted for system enhancements.
• Could be accountable for major administration processes and the project management thereoff (usually with an extended timeline in excess of a month).
• May be required to control a small number of staff (1-2).
• Strong support role to the BU Exec.

Key Result Areas:

Documentation Processing:

• Functions as a subject matter expert in the field of administration/product/process
• Often acts as a consultant wrt decision-making of operational and/or tactical importance
• Often acts as a point of escalation for matters with high level of complexity
• Could be accountable for maintaining and improvement of Standard Operating Procedures. 
• Recommends system and process enhancements
• Could be accountable for testing enhancements to systems
• Coaches specialist staff
• Could act as an expert on major projects

Operational Delivery:

• Manages daily operational (client service and or administrative) delivery within specific functional area and service levels.
• Accountable for technical decision making within a specific functional area.
• Could take accountability for the implementation of a strand of an operational project.
• Liaises with customers and advisors on complex compliance matters, both telephonically and via email.
• Work across teams where resources are required.

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

Quality Assurance:

• Adheres to service and quality standards
• Performs quality checks on own work
• Could be accountable for peer review/quality checks on the work of others

Requirements:

• Matric or equivalent NQF Level 4 qualification
• Undergraduate degree with some coursework in law; law degree or paralegal certificate or Compliance Certification
• Completed or partly studied towards a Degree or Diploma that included mercantile/company law (advantageous)
• Minimum 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

Skills

• Accountable, Administration, Communication Skills, computer skills, Critical thinker, Decision Making, Deliverables Management, Excel, Excellent organizational, planning and prioritizing skills, Foreign Account Tax Compliance Act (FATCA), Good knowledge in Powerpoint, Leadership, MS Office Skills, Operational Delivery, Process Improvements, Quality Control (QC), Quality Standards, Standard Operating Procedures (SOPs), System Improvements

Education

• Baccalaureus Artium: Law Subjects (Required), Matriculation Certificate (Matric)  (Required)