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Senior Administration Specialist

Senior Administration Specialist

Old MutualZA
17 hours ago
Job description

Job title : Senior Administration Specialist

Job Location : Western Cape,

Deadline : September 29, 2026

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Job Description

  • This role utilises expert knowledge in the specific fields of administration / product / process to resolve technical and complex problems, usually in support of administrative queries / issues. The incumbent is individually accountable for achieving results through own efforts.

    • Responsibilities

    The role includes the following responsibilities :

    Administration Delivery

  • This role functions as a subject matter expert in a specific field of administration / product / process / compliance / regulation.
  • Often acts as a point of escalation and liaise with internal stakeholders to ensure resolution.
  • 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 (if required).
  • Often consulted for system enhancements.
  • Advises on system enhancements and testing.
  • Ensures first time resolution of all client queries received.
  • Daily process and clear workflow queues.
  • Processing of all client instructions pertaining to Individuals, Trusts and Corporates.
  • Perform Client Risk Assessments in line with AML and FATCA regulations.
  • Perform client identification and verification on the Financial Intermediary relationships, including individuals, entities, and trusts from a wide range of jurisdictions.
  • Perform Client Due diligence in line with FICA requirements.
  • Remediate client information upon trigger events.
  • Utilise problem solving skills to resolve complex queries.
  • Communicate in a professional manner with all stakeholders including clients and Financial Advisers.

    • Quality Assurance

  • Adheres to service and quality standards.
  • Performs quality checks on own work
  • Strong attention to detail and organisational skills
  • Continually looks for ways to improve the Adviser / Client Experience by streamlining processes.

    • 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.
  • These responsibilities offer an overview of the role and are not confined or restricted solely to what is listed.

    • Qualifications and Experience required

  • Matric essential.
  • Tertiary qualification advantageous.
  • Strong understanding of Offshore Investments AML / Compliance Program.
  • At least 5 years’ experience in financial services in a client engagement and technical processing / administration role.
  • Highly structured individual, and is able to plan appropriately for short-, mid- and long-term activities.
  • Agile in being able to prioritise multiple and meet critical deadlines.
  • 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.
  • An individual who is determined to drive things through to completion in a deliberate manner.
  • Sound Old Mutual International Product knowledge.
  • Thorough knowledge and understanding of the various entity structures and their requirements.
  • Excellent communication skills.
  • The ideal candidate must have an advanced working knowledge of Excel and Word.
  • Ability to work independently.
  • Strong attention to detail and organisational skills.

    • Skills

  • 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, Oral Communications, Report Review

    • Competencies

  • Decision Quality
  • Directs Work
  • Ensures Accountability
  • Manages Complexity
  • Optimizes Work Processes
  • Plans and Aligns
  • Tech Savvy

    • Education

  • NQF Level 4 - Grade 12, School leaving Certificate,  National or Occupational Certificate or equivalent

    • Closing Date

  • 03 October 2025
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