Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
This role applies expert knowledge in the administration of retail retirement funds, specifically in relation to Section 37C of the Pension Funds Act, which governs the distribution of death benefits. The incumbent leverages in-depth understanding of legislation, regulatory requirements, and retail retirement fund products to manage and resolve complex beneficiary allocation cases. Responsibilities include interpreting legal provisions, ensuring compliance, and addressing technical challenges of an operational nature. The role is individually accountable for delivering accurate and timely outcomes through own efforts.Documentation Processing
• Perform complex administrative tasks in accordance with SLA parameters, in a processing environment
• Follows standardised processes in line with normal business functioning
• Provides a service to our deceased members family
• Responds to immediate administrative requirements
• Delivers on daily production standards
Quality Assurance
• Performs quality checks on own work
• Adhere to service and quality standards
• Working as part of a team and assisting others when required
Relationship Building
• Build strong partnerships with internal staff in order to provide good service
• Ensure all issues are proactively and smoothly resolved, keeping customers informed and providing good service
• Collaborates and networks effectively with others and achieve results
Client Service Delivery
- Makes outbound calls in accordance with predetermined schedules and gathers relevant information.
- Receives inbound calls
- Finalises call at point of contact where possible
- Deals with clients queries via telephone in adherence with productivity standards
- Effective Communication Skills
- Professional Written and Verbal Communication
- Information Processing and Responsiveness
Compliance
Adheres to service and quality standards
Requirements: Skills, Qualifications and Experience
- Matric (essential)
- Post-matric qualification in administration, finance, or related field (advantageous)
- Experience in retirement fund administration (preferably 1–2 years)
- Basic understanding of the Pension Funds Act, with exposure to Section 37C processes (advantageous)
- Knowledge of Old Mutual products and administrative processes (e.g., Greenlight, Max Income, Max Investment, Mass Foundation Market and others)
- Familiarity with Old Mutual systems (AWD, BANCS, BIZAGI, EMS, OMUNET, etc.)
- Computer literacy (MS Office) with accurate typing and document handling skills
Core Competencies
- Excellent verbal and written communication skills – able to respond to queries promptly and professionally
- Ability to work under pressure and adapt to a changing environment
- High attention to detail and accuracy
- Good judgment and problem-solving skills
- Team-oriented with strong interpersonal skills
- Deadline-driven and results-focused
- Ability to process information and provide clear, structured feedback
Additional Role-Specific Competencies
- Working knowledge of Section 37C and related legislation (Divorce Act, Maintenance Act, POPIA, TCF)
- Ability to identify beneficiaries and verify supporting documentation
- Basic case analysis and drafting skills for allocation recommendations
- Strong governance and record-keeping discipline
- Ability to handle sensitive information ethically and confidentially
- Numeracy skills for benefit calculations and reconciliations
Skills
Action Planning, Client Management, Computer Literacy, Database Administration, Desktop Publishing (DTP), Executing Plans, Management Reporting, Network Administration, Numerical Aptitude, Office Systems, Oral Communications, Policies & Procedures, Report Review, Resource SchedulingCompetencies
CollaboratesCommunicates EffectivelyDrives ResultsEnsures AccountabilityPlans and AlignsTech SavvyEducation
Matriculation Certificate (Matric)Closing Date
14 October 2026 , 23:59The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
Skills Required
- Matriculation Certificate (Matric)
- Experience in retirement fund administration, preferably 1–2 years
- Computer literacy, including Microsoft Office, accurate typing, and document handling
- Excellent verbal and written communication skills
- Ability to work under pressure and adapt to a changing environment
- High attention to detail and accuracy
- Good judgment and problem-solving skills
- Team-oriented interpersonal skills
- Deadline-driven and results-focused approach
- Numeracy skills for benefit calculations and reconciliations
- Post-matric qualification in administration, finance, or a related field
- Basic understanding of the Pension Funds Act and exposure to Section 37C processes
- Knowledge of Old Mutual products and administrative processes
- Familiarity with Old Mutual systems, including AWD, BANCS, BIZAGI, EMS, and OMUNET
- Working knowledge of Section 37C and related legislation, including the Divorce Act, Maintenance Act, POPIA, and TCF
- Ability to identify beneficiaries and verify supporting documentation
- Basic case analysis and drafting skills for allocation recommendations
- Strong governance and record-keeping discipline
- Ability to handle sensitive information ethically and confidentially
What We Do
Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people. Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica
