Financial Wellness Consultant-(Rustenburg)

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 is responsible for developing, maintaining and implementing processes required to sustain knowledge management in the organisation. The incumbent is individually accountable for achieving results through own efforts.

Induction Sessions

Representing Old Mutual during the induction sessions professionally

Clearly explain Old Mutual services to new employees

Confidential One-on-One Sessions

Obtain consent from employees to request their Credit Report

Explain the Credit report, and their financial situation

Use tools provided by Old Mutual to assist employees with their budgeting

Explain annuity options available to employees at retirement

Debt Relief Solutions

Facilitate legal support for employees with garnishee orders and with loan agreements

Assist employees with financial related queries

Financial Education

Arrange financial education workshops to improve financial literacy of employees

Contribute towards improvement of basic understanding of tax and wills

Stakeholder Management

Build relationships with senior leadership team, relevant trade unions and HR representatives

Provide support and managing relationships with key stakeholders

Producing site reports for monthly activity

Qualification:  

NQF4, RE 5 and FAIS compliant advantageous.

Performs routine administrative duties such as drafting correspondences, scheduling appointments, organising and maintaining data, as well as assisting internal and external stakeholders

ResponsibilitiesAdministration

Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.

Business Meetings/Events Arrangement

Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following instructions to ensure more senior colleagues or a senior executive make the best use of their time.

Correspondence

Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.

Document Preparation

Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.

Work Scheduling and Allocation

Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done.

Data Collection and Analysis

Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.

Insights and Reporting

Extract and combine data to generate standard reports.

Budgeting

Monitor and analyze data using budgeting systems and protocols.

Personal Capability Building

Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Operational Compliance

Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.

Procurement

Support others by carrying out simple procurement tasks. Involves following established procedures.

Skills

Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Executing Plans, Financial Acumen, Management Reporting, Numerical Aptitude, Oral Communications, Report Review

Competencies

Directs WorkDrives ResultsEnsures AccountabilityManages ComplexityOptimizes Work ProcessesPlans and AlignsTech Savvy

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Closing Date

04 April 2025 , 23:59

The 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!