Jobs at Old Mutual South Africa

Job Description
This role uses business and solution knowledge, in order to achieve client expected business results. Support clients in specific technology.

• The Consultant implements and supports modules to enhance the clients business functionality and overall performance, while maintaining a high degree of customer satisfaction.
• Design, configuration and testing in various modules
• Analyze the current business processes and scenarios of the client and develop solutions to meet the clients need
• Responsible primarily for successful implementation of solution, providing functional expertise, guidance, presentation, and instruction on products to clients.
• Carry out assignments requiring the development of new or improved procedures
• Proactively seek opportunities to enhance the effectiveness and efficiency of solutions
• Participates in implementations
• Acts as liaison with client for troubleshooting: investigate, analyze, and solve software problems and map client business requirements, processes and objectives; develop necessary product modifications to satisfy clients needs.
• Maintain a thorough knowledge of the organization and adheres to all organizational standards
• Participates in ensuring the application version is current and relevant

Responsibilities
Skills and Experience

• Minimum Of 3 Years Experience In a Similar Role

Education

• Bachelor of Information Technology (BIT), Matriculation Certificate (Matric)

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• Provides telephonic and face-to-face service to customers.
• Adheres to service and quality standards.
• Adheres to business, process and compliance rules.
• Moderate to high level of technical knowledge.
• Multi skilled across product and process relevant to the business area.

Responsibilities
Skills and Experience

• More than 2 years’ experience working in customer service.

Education

• Matriculation Certificate (Matric) (Required)

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Job Description

LEGAL ADVISOR ADVANCED

• This CPT based role is responsible for providing advanced specialist employee relations support. It also partakes in actions related to risk management and technical training.
• Required to equip and support line and human resources management to manage employees through contracts, policies, practices and processes, in the context of labour/employment legislation.
• Fostering sound employee relations within Old Mutual and its associated companies. Will also be required to litigate in external fora and manage litigation matters solely and/or in conjunction with external service providers and counsels.

KEY RESULT AREAS

• Legal Advice
• Consulting
• Employee Relationship Management
• Risk Management
• Stakeholder Management

Qualifications, Skills And Required Experience

• LLB or equivalent plus minimum 5-6 years post qualification experience.
• Must be an Admitted Attorney
• Employee Relations experience will be highly advantageous
• Great communication skills; understands how to communicate large complex changes using written, verbal and listening skills.
• Have an organized, structured and result orientated approach to work
• An effective time management skills and planning
• Adaptable and able to cope with a dynamic environment.
• Be reliable, have integrity and display a professional approach.

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Job Description

Role description:

• This role functions as a subject matter expert in the coordination, initiation and management of OMI fee runs on a weekly, monthly and quarterly schedule.
• Identify and manage exceptions during the fee review process and ensure, checks and controls are met following the OMI Fee run book.
• Ensures payment of fees to advisers and assists with managing returned payments
• Responsible to ensure FAIS compliance is met prior to fee payments and manages exceptions, and associated changes in system with the Operations team
• Initiate distribution of advisers statements and adviser correspondence
• Manage any undelivered emails and work with administration teams to update records
• Works closely with system administration staff in other business units to ensure correct and timely processing of interface files, e.g. to OMIPAY, Broker Distribution and other Corporate Firms
• Manages the process for corrections and implementation of interface files
• Assists the operational team in identifying fee and commissions errors which are systemic and resolves them with stakeholders
• Provides support to the Operations team in the management and execution of existing systems and business processes
• Will be consulted on and be responsible for identifying errors, performing calculations, making recommendations for corrections and ensuring completion thereof
• Responsible for communication to all stakeholders in the Adviser Service Value chain
• Will be responsible for maintaining impeccable records of work performed for audit trail purposes
• Could act as an expert resource on major projects or could be accountable for the delivery of projects within the division or BU.
• Often consulted for system enhancements, and will be involved in project related work where they will display their grasp of processes and technical requirements.
• Could be accountable for major administration processes and the project management thereof (usually with an extended timeline in excess of a month).
• Will engage with a number of stakeholders internally and externally and requires a solid technical understanding in data management, flow of data, payments and payment cycles, and a solid business context of adviser and commissions.
• The successful candidate is a highly structured individual, and is able to plan appropriately for short, mid and long term activities
• The successful candidate is also agile in being able to prioritize multiple and meet critical deadlines
• The successful candidate is an 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
• The successful candidate is an individual who is determined to drive things through to completion in a deliberate manner
• The successful candidate is an individual who understands the big picture, the end of end process of capturing adviser/ adviser firm/ Policy data in such a way that mistakes can be recognized and identify and implement the best solutions to remedy them.

Key Results Areas:

Documentation Processing

• Advises on system enhancements and testing
• Coaches specialist staff (if required).
• Could act as an expert resource on major projects.
• Functions as a subject matter expert in a specific field of administration / product / process.
• Often acts as a consultant w.r.t decision making of operational and or tactical importance.
• Often acts as a point of escalation for matters with higher level of complexity than those handled by Administration Specialists.
• Administer Commission queries, calculations and resolution thereof
• Administer recovery and payment of Broker commissions

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.

Experience, Qualification and Skills:

• Matric
• Tertiary Education is an advantage
• Financial Services Experience, essential
• Excellent Excel Skills, essential
• Commissions Process Knowledge, advantageous
• International Business knowledge, advantageous
• A working knowledge of data management and data flow, advantageous
• SQL skills, advantageous