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Job Description

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This role uses expert knowledge in the field of retail retirement fund administration – specifically in respect of exit events in terms of the Pension Funds Act (e.g. section 37C death claims, section 14 transfers, retirements and withdrawals). The role operates in a project environment where data enrichment, campaign design, internal and external tracing and resolution of these exits are reached via payment or classification as unpaid/unclaimed benefits. It uses specific experience of legislation and retail and occupational retirement fund products to resolve technical and complex challenges of an operational nature. The incumbent is individually accountable for achieving results through own efforts and efforts of others.

Role Description:

This role functions as a subject matter expert in a specific field of administration, product, process and systems linked to retail and occupational retirement funds.Often acts as a point of escalation for matters with higher level of complexity than those handled by Administration Specialists.Will act as an expert resource on major projects and will be accountable for the delivery of projects within the division or BU.Will be accountable for maintaining and improvement of Standard Operating Procedures (SOP’s). Will act as a coach for Specialist Staff.Often consulted for process and system enhancements.

Operational Delivery:

Manages daily operational (customer service and or administrative) delivery within specified time standards.Accountable for technical decision making within a specific functional area.Will take accountability for the implementation of an operational project.Responsible for daily / monthly workflow and productivity planning, monitoring and reporting.Liaises with customers, advisors and external third-party providers on complex compliance matters, both telephonically and via email.

Personal Effectiveness:

Accepts and lives the company values.Accountable for service delivery through own efforts and efforts of others.Collaborates effectively with others to achieve personal and project 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.Will be accountable for quality checks on the work of others.

Role Requirements:

 Skills, Qualifications and Experience required

Matric or equivalent NQF Level 4 qualification.Minimum of 5 years working experience with retail and/or occupational retirement funds, specifically exit events in terms of the Pension Funds Act.Analytical skills and attention to detail.Excellent communication (verbal and written) interactive skills.Strong delivery focus.Ability and desire to understand and practically apply legislation and SOP’s.Ability to work in a team and independently.Computer literate with good working knowledge of MS Office: Excel, Word, PowerPoint and Email Systems.Knowledge of OM retail and/or occupational retirement fund administration and workflow systems an advantage.Must display excellent planning and organising skills.Ability to work under pressure.

Competencies

Decision MakingPlanningGaining CommitmentInformation MonitoringInitiating ActionOwnershipTeam OrientationTechnical Knowledge

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 QualityDirects WorkEnsures AccountabilityManages ComplexityOptimizes Work ProcessesPlans and AlignsTech Savvy

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

16 September 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.

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