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Multi Skilled Servicing Consultant (6-Month Fixed Term Contract)

Full-time Pinelands, ZA
Posted 1 week ago 53 views 0 applications

Job Description

<p style="text-align:left"><span class="emphasis-2"><b>Let&#39;s Write Africa&#39;s Story Together!</b></span></p><p style="text-align:left"><span class="emphasis-2">Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. </span></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Job Description</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>This position is for a Senior Administrator within the Wealth Service Centre, responsible for the processing of Retirement Fund Administration.<br>Complete knowledge of Retirement Fund administration from receipt of the transfer request to the finalization of the transfer. <br>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 &amp; experience (acquired through specialization in this field) in an operational environment through own efforts.<p style="text-align:inherit"></p><p style="text-align:inherit"></p><h1>Responsibilities</h1><h2></h2><h2>Attending to the below duties in respect of all Retiral transfers received within the Service Centre:</h2><br /><ul><li>Complying to the provisions of the Pension Funds Act and the Rules of the Fund.</li><li>Ability to understand, interpret &amp; apply various pieces of legislation to sets of facts. </li><li>Probing skills &amp; ability to interrogate information through professional interviews.</li><li>Consistent compliant process execution through the exercise of discretion and sound judgment with regards to the administration of the transfers.</li><li>Sound &amp; defensible reasoning.</li><li>Maintain high level of teamwork to achieve the KPI’s.</li></ul><br /><br /><p><b>Qualifications and Experience required</b></p><br /><ul><li>Matric and a minimum of 3 years working experience in the Financial Services Industry.</li><li>Degree is advantageous.</li><li>Computer literate - MS suite of products (Excel, Word, Schedule, E-mail, Internet).</li><li>Knowledge and experience of processing Retirement Fund Administration and Death Claims.</li><li>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.</li><li>Sound consultation, collaboration &amp; influencing skills.</li><li>Disciplined planning / organizing skills &amp; execution of duties.</li><li>Sharp servicing of all claim stakeholders.</li><li>Excellent verbal &amp; written communication skills in this field.</li><li>Detail focused, thorough, analytical, and diligent.</li><li>Creative critical thinking skills.</li><li>Empathy</li></ul><p> </p>na<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Skills</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>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<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Competencies</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>Action Oriented<h3></h3><h3></h3>Communicates Effectively<h3></h3><h3></h3>Customer Focus<h3></h3><h3></h3>Decision Quality<h3></h3><h3></h3>Ensures Accountability<h3></h3><h3></h3>Interpersonal Savvy<h3></h3><h3></h3>Manages Ambiguity<h3></h3><h3></h3>Manages Complexity<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Education</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Closing Date</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>08 October 2026 , 23:59<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p><i><b>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.</b></i></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><i><span class="emphasis-2"><b>The Old Mutual Story!</b></span></i></p>

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