Job Opportunties at Old Mutual South Africa

Brief Description
This Cape Town Based Role Is Responsible For
Establishing and monitoring the Fixed Asset Register residing on Oracle. The person will be responsible for accurately and timeously capturing and maintaining requests by the business. Reconcile and investigate open items on the fixed asset balance sheet accounts. Assist with systems testing, requests and maintenance of the Oracle module.

KRA's
Account Processing

• Maintaining the fixed assets register.
• Processing of monthly journals
• Prepare monthly balance sheet reconciliations
• Closing the Oracle Fixed Assets module on a monthly basis
• Assists Audit teams with audits.
• Resolving customer queries/requests.
• System enhancement testing.
• Engage with Oracle support team on a daily basis.
• Providing ad-hoc support to team and larger team
• Engage with stakeholders

Financial Reporting

• Providing business with monthly reports.
• Establishing and monitoring financial reporting systems.
• Providing information on organization or company management and financial systems for financial reporting purposes.
   

Job Requirements

• B.com Tertiary finance qualification or similar
• 2+ years finance experience.
• Matric with good numeric skills.
• Oracle Financials experience advantageous
• Ability to work under tight time pressures
• Delivery and quality focused
• Willing to work extra hours during peak periods if required
• Ability to work independently as well as part of a team

Personal Effectiveness

• Accepts and lives the company values.
• Individually accountable for managing own time, tasks and output quality over periods of 1 day to a maximum of three months.
• Makes increased contributions by broadening individual skills.
• Collaborates effectively with others to achieve personal goals
• Accepts and lives the company values

Technical Competencies

• Transactional Accounting
• Cost Management
• Business Planning, Forecasting and Budgeting
• Financial and Variance Analysis
• Management Reporting
• Internal Control & Risk Management

Core Competencies

• Customer First
• Execution
• Collaboration (Relating)
• Innovation (Perspective)
• Leading with Influence
• Personal Mastery (Learning)
• Strategic

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Brief Description

Old Mutual Finance was established in 2008 to provide unsecured lending products and services to the SA market. The business started with a staff compliment of 34 and has since grown to over 3000 staff with more than 300 branches nationally. Within our branches we offer insurance, transactional banking and lending products and servicing.

Old Mutual Finance is a licensed financial services and registered credit provider.

The role of OMF Branch Manager is to support and motivates the consultant team in the branch, to drive sales and service of insurance and lending products, as well as referrals and collections and effectively communicating and setting clear expectations on targets and required outcomes. The incumbent is individually accountable for achieving results through own efforts.

KRA's

Key Responsibilities Will Include Amongst Others The Following

Compliance

• Conducts manager reviews and ensures policies, procedures and company values are adhered to in all branch operations, and that there is a compliance of processes for audit purposes and deal proactively with any non-compliance.
   

Quality/Retention

• Achieves superior customer service and client centric behaviour through resolving client queries and complaints promptly, professionally and effectively.
   

Relationship Building

• Maintains relationships with internal & external stakeholders (RMM, i-Wyze, Octogen,PFA, etc.) and to effectively manage the referral process between business units.
• To proactively identify new business or sales opportunities and actively and effectively market the products and services to ensure business growth.
• Effectively handles all client queries professional
   

Sales/Productivity

• Supports and motivates the consultant team in the branch to drive sales and service of insurance and lending products, as well as referrals and collections and effectively communicating and setting clear expectations on targets and required outcomes.
• Manages the branch as a profit centre, ensuring the appropriate balance of products sold, service and expenses.
• Ensures that consultants are properly trained and internal capabilities are developed through the identification of talent, ongoing informal and formal coaching and mentoring and the structuring of effective development plans focused on both sales and soft skills.
• Plans and monitors daily and future activities and progress to identify any impact on targets and productivity and ensure all operations run smoothly and efficiently.
• Maintains branch operations through effective expense and cost management in support of branch profitability.
   

Team Effectiveness

• Manages a team of financial- and customer relations consultants ensuring team sales targets and other team objectives are achieved.
• Individually accountable for others' time, tasks and output quality, over periods of up to three months.
• Balances own priorities with directing and motivating others.
• Creates a climate for optimal performance and guides and directs staff to achieve operational excellence.
• Manages individual and team performance.
   

Job Requirements

• Grade 12
• Tertiary qualification
• Progress toward FAIS Accreditation advantageous
• 2-3 yrs. relevant experience
• Minimum 2 years' people management experience
• Aligning Performance For Success
• Building Relationships
• Client Focus
• Decision Making
• Initiating Action
• Planning & Organizing
• Technical Knowledge
   

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Brief Description
The incumbent will have the opportunity to develop into a fully-fledged investment support professional. This role is geared to transition and integrate functions and activities performed centrally into the OMSFIN business and hence includes near term and longer-term deliverables.

Over and above the achievement of daily work assignments and targets, the incumbent will initially be part of a greater team which supports all OMIG’s boutiques, internal Old Mutual clients and external clients. Client centricity and team spirit are key characteristics required of the incumbent. The incumbent is expected to support our biggest client, the Old Mutual Life Assurance Company “OMLAC”, and ensure that client centricity is always upheld throughout all that the incumbent performs. Regular feedback will be provided to the incumbent, upon receipt of which, the incumbent will be required to respond accordingly and improve on their respective skills set.

The incumbent may be required to complete further studies where necessary to ensure the incumbent is able to support client deliverables to the best of their ability.

Preference will be given to appropriately qualified, previously disadvantaged candidates, in accordance with OMSFIN’s commitment to employment equity. Suitably qualified candidates are invited to apply giving full details of qualifications and working experience.

KRA's
Near Term Deliverables

• Day-to-day administration function of non-conventional assets (unlisted and OTC investments) and other structured products in both the local and international markets,
• The preparation/ review of accurate, complete and timeous information,

external and internal reports (cyclical and regulatory reporting; audit certificates, , OMU shareholder transactions and reporting etc) while ensuring adherence to strict reporting deadlines,

• Prepare, review and administer contractual arrangements where required,
• Perform all pre and post trade security management from lifecycle management (internal coupon and loan repayments) to instrument Tagging and classification (CIC tagging and classification according to sector trees for reporting),
• Prepare and disseminate cost allocation split for 3 rd party expenses across various teams within the business including resolution of pre and post dissemination queries,
• Perform an oversight role with the review of the monthly accounting submissions (RSA Actuarial Return Report) and the monthly tax report (Tax Executive summary),
• Manage all OMLAC queries and resolve all related issues timeously while building and maintaining good relationships with OMLAC Clients (Accounting, Tax, Fair Value Hierarchy),
• Manage the integrity of the unitised structures within OMLAC and play a pivotal role as the gatekeeper for any new requests or, changes to the structures,
• Facilitate all inward coming changes in service requests from OMLAC,
• Liaise with other internal stakeholders required to perform functions or address queries (Performance research, accounting and management accounting)
• Adhoc administrative duties,
• Achieve certain deliverables through others,

Medium Term Deliverables
Change, Execution and Enablement

• Partners with OMSFIN Operations team members on new initiatives including the assessment/ coordination of and the implementation of the operational investment impact of new and complex investments and structures, new and amendments to mandates and follow through on successful implementation,
• Actively assessing/questioning the relevance of current processes and drives improvements of processes in the operations team and across the business where required (including exploring new solutions and technology initiatives),
• Works closely with Enterprise Risk Management by maintaining Risk Control Self-Assessments and informing enhancement to operational processes to mitigate risks,
• Defines small to medium sized operational projects by establishing the project scope, approach, work plan, timelines, staffing requirements, associated cost and drives implementation,
• Operationalize project deliverables, coordinate deployment of operational initiatives, including user training, implementation and post implementation briefing,
• Assist staff through change by co-ordinating and facilitating operational business process changes through various stakeholders,
• Contribution to short- and medium-term organisational planning which includes initiatives geared for operational excellence,

Relationship Management And Service Delivery

• Networks across the business and within the group - gives and receives feedback on service received and provided,
• Works collectively with Operations area team member/s in supervising the outsourced administration support for all OMSFIN teams including trade, settlement, issue escalation and resolution and operational change management,
• Acts as the central point of contact for the outsourced administration and the various functions of the business with regards to investment administration and portfolio reporting,
• Production and review of client reports, broad mandate compliance and oversight and all SLA reporting and management,
• Reviews and proactively updates agreements (when necessary), monitors KPI reports, monitors SLA delivery and attends regular internal and external Operational meetings where required,
• Relationship management of strategic internal and external service providers (brokers, custodians, banks, dealers) including the outsourced investment administration service provider,

Regulatory And Industry Developments

• Keep abreast of industry best practice standards for operational processes and controls,
• Researches emerging industry trends and best practices,
• Unpacks regulatory changes with internal and support areas (Legal and Compliance) and assesses business impact and response requirements

Job Requirements

• Commerce degree or diploma and commitment to enhance technical investment administrative and market skills through further formal studies in appropriate courses, where deemed necessary
• Between 5-8 years relevant working experience within operational administrative support or similar environment
• Computer literacy (Excel, PowerPoint & Word)
• Articles experience would be a distinct advantage
• A broad understanding of alternative assets, i.e. private equity, structured finance deals and other OTC instruments
• Understanding of structured finance deals and the operational processes as well as by other Service Providers and Market Participants
• Broad understanding of OMIG and OMU’s business
• A broad understanding of financial markets and participants
• Collaborates effectively with others to achieve personal and team results
• Capacity to learn quickly and deal with evolving job requirements
• Change agile
• Ability to interact effectively with management and external contacts to resolve problems, propose new business practices, build strong partnerships, and influence across organisational boundaries

Additional Details

• Good analytical, reasoning and numerical aptitude
• Excellence / continuous improvement
• Professionalism
• Client Centric
• Good communication skills, both written and verbal
• Able to work independently and as part of a team
• Good interpersonal skills
• Attention to detail
• Dynamic, flexible and able to work in a fluid environment
• High stress tolerance and delivery on strict deadlines
• Self-starter
• Good project management skills
• High work standard

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Brief Description
Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 17 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.

We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.

The purpose of the Incident Management process is to restore a normal service operation as quickly as possible to minimise the impact on business operations, thus ensuring that the best possible levels of service quality and availability are maintained. The Incident Manager shall monitor and manage the IT Incident Process, thereby ensuring the overall delivery of service is of a quality standard. The Incident Manager shall be re sponsible for planning and coordinating all the activities required to perform, monitor, and report on the Incident Management Process.

The Incident Manager will own and facilitate the resolution of complex IT incidents related to the Old Mutual Protect environment, which consist of the Retail Proposition Platform and supporting IT Enabler systems.The Incident Manager shall co-ordinate action plans, ETA’s and follow-ups required to accelerate the recovery of IT services. The Incident Manager shall also document all actions and their status and is responsible for the communication of information surrounding an incident to the relevant stakeholders and to ensure that communication aligns to stakeholder expectations.

KRA's

• Responsible for the development, maintenance and education/training of the IT Service Management (ITSM) Incident Management process, standards and procedures.
• Incident Manager is the single point of contact for one or more incidents.
• Oversee, manage and drive the resolution of major outages through both Old Mutual Support Teams and Service Providers.
• Ensure that Incident tickets are being work-flowed, according to standard process, procedures and policies.
• Coordinating Action Centers to determine root causes and action plans to resolve major incidents.
• Manages escalations of incidents until final resolution.
• Identify process, people and technology improvements.
• Produce Standard and Summary Incident Management Reports.
• Audits the process to identify new areas for maturing of Incident Management.
• Working with all IT Support teams, Service Management and external stakeholders like customer and 3rd parties.
   

Job Requirements

• Matric qualification.
• An IT technical qualification or certification.
• ITIL V3 Foundation certification (additional modules beneficial).
• Preferred minimum of 3 years’ experience in IT Operations.
• Relevant tertiary qualification/recognition of prior learning. 7 years of IS working experience. Working knowledge of Financial & Project management.
• A good understanding of all/most (proof of experience beneficial): Maintenance and Support functions, Testing, Data Trending, Incident, Request, Problem, Change, Service Level Management, Customer Relationship Management, Service Catalogue
   

Competencies

• Strategic
• Change as a Way of Executing
• Leading with influence
• Collaboration (Diversity & Inclusion)
• Agile Innovation
• Customer First
• Personal Mastery (Lifelong Learning)

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Brief Description
Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 17 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.

We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
Old Mutual Finance was established in 2008 to provide unsecured lending products and services to the SA market. The business started with a staff compliment of 34 and has since grown to over 3000 staff with more than 300 branches nationally. Within our branches we offer insurance, transactional banking and lending products and servicing.

Old Mutual Finance is a licensed financial services and registered credit provider.
The role of OMF Financial Consultant is to deliver on daily production standards and adheres to service and quality standards.

Key Responsibilities Will Include Amongst Others The Following

KRA's

Marketing

• To establish a new business pipeline through marketing, lead generation and tracking.

Operational Efficiency

• Meets monthly sales targets in terms of lending and other products.
• Meets collections and arrears targets in terms of lending products.
• Educates clients on responsible use of credit and effective money management.
• Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.

Personal Effectiveness

• Accountable for individual sales targets, branch operations and service delivery through own efforts.
• Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3months.
• Continuously broadens individual skills.
• Collaborates effectively with others to achieve personal results.
• Accepts and lives the company values.

Relationship Building

• Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
• Provides excellent client service and build sustainable relationships that enhances the OMF and OM brand

Job Requirements

• Grade 12.
• Min. 2 yrs. sales and/or lending experience with individual sales targets
• Min. 2 yrs. client service experience
• Client Focus
• Gaining Commitment
• Initiating Action
• Ownership
• Sales Ability
• Technical Knowledge

go to method of application »

Brief Description
Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 17 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.

We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
Old Mutual Finance was established in 2008 to provide unsecured lending products and services to the SA market. The business started with a staff compliment of 34 and has since grown to over 3000 staff with more than 300 branches nationally. Within our branches we offer insurance, transactional banking and lending products and servicing.

Old Mutual Finance is a licensed financial services and registered credit provider.
The role of OMF Financial Consultant is to deliver on daily production standards and adheres to service and quality standards.

Key Responsibilities Will Include Amongst Others The Following

KRA's

Marketing

• To establish a new business pipeline through marketing, lead generation and tracking.

Operational Efficiency

• Meets monthly sales targets in terms of lending and other products.
• Meets collections and arrears targets in terms of lending products.
• Educates clients on responsible use of credit and effective money management.
• Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.

Personal Effectiveness

• Accountable for individual sales targets, branch operations and service delivery through own efforts.
• Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3months.
• Continuously broadens individual skills.
• Collaborates effectively with others to achieve personal results.
• Accepts and lives the company values.

Relationship Building

• Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
• Provides excellent client service and build sustainable relationships that enhances the OMF and OM brand

Job Requirements

• Grade 12.
• Min. 2 yrs. sales and/or lending experience with individual sales targets
• Min. 2 yrs. client service experience
• Client Focus
• Gaining Commitment
• Initiating Action
• Ownership
• Sales Ability
• Technical Knowledge