Multi-Skilled Servicing Consultant at Old Mutual

Job Description

• This position is for a Senior Administrator within the Wealth Service Centre, responsible for the processing of Retirement Fund Administration.
• Complete knowledge of Retirement Fund administration from receipt of the transfer request to the finalization of the transfer. 
• This role requires knowledge of all matters regarding the processing of a Retiral transfer (In/Out and Section 14 Transfers, Death Claims.
• The individual applies this knowledge, skill & experience (acquired through specialization in this field) in an operational environment through own efforts.

Responsibilities

The role includes the following responsibilities:

• Attending to the below duties in respect of all Retiral transfers received within the Service Centre
• Complying to the provisions of the Pension Funds Act and the Rules of the Fund.
• Ability to understand, interpret & apply various pieces of legislation to sets of facts. 
• Probing skills & ability to interrogate information through professional interviews.
• Consistent compliant process execution through the exercise of discretion and sound judgment with regards to the administration of the transfers.
• Sound & defensible reasoning.
• Maintain high level of teamwork to achieve the KPI’s.

Qualifications, Skills and Experience required

• Matric and a minimum of 3 years working experience in the Financial Services Industry.
• Degree is advantageous.
• Computer literate – MS suite of products (Excel, Word, Schedule, E-mail, Internet).
• Knowledge and experience of processing Retirement Fund Administration and Death claims.
• Ability to work under pressure, Initiative, Good judgement and problem-solving skills, analytical, good Interpersonal skills and positive attitude, ability to work both independently and within a team context.
• Sound consultation, collaboration & influencing skills.
• Disciplined planning / organizing skills & execution of duties.
• Sharp servicing of all claim stakeholders.
• Excellent verbal & written communication skills in this field.
• Detail focused, thorough, analytical, and diligent.
• Creative critical thinking skills.
• Empathy

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 4 – Grade 12, School leaving Certificate,  National or Occupational Certificate or equivalent

Closing Date

• 21 October 2025