Old Mutual Listings

Role overview

This role provides response to administrative requirements in accordance with SLA parameters in a processing environment, under supervision. The incumbent is individually accountable for achieving results through their own efforts with support, coaching and direct supervision efforts.

Key Result Areas

SPECIFIC KEY RESULT AREAS:

• Follows only those standardized process that have been trained / coached in to provide administrative support.
• Provides an indirect service to customers and intermediaries.
• Delivers on daily production standards as determined by team leader / coach.
• Responds to immediate requirements within procedure.
• Uses standard administrative techniques to coordinate own work.
• Learner to Moderate level of technical knowledge.
• Limited multi skilling across product and process relevant to the business area.

GENERIC KEY RESULT AREAS:

• Co-ordinates own work using standard administrative techniques trained in.Need to be fully multi-skilled across
• Delivers on daily production standards as determined by team leader / coach.
• Follows only those standardized process that have been trained / coached in to provide administrative support.
• Provides an indirect service to customers and intermediaries under direct supervision of a team leader / trainer / coach.
• Responds to administrative requirements within procedure(s).

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.

Quality Assurance

• Adheres to service and quality standards

Requirements: Skills, Qualifications and Experience required

• Matric or equivalent NQF qualification
• Proof of current registration with a recognized Tertiary Institution
• Computer literacy with knowledge of MS Office: Word, Excel and Outlook
• Ability to prioritize work
• Ability to work
• Strong communication and interpersonal skills, both written and verbal
• Work effectively with colleagues and clients to accomplish team goals
• Additional Requirements 
  Candidates should be available to work the following shifts:
  9AM-2PM, Monday to Friday or 4:30PM-7PM Monday to Friday and 8AM-1PM on Saturdays.
  

Competencies

• Information Monitoring
• Initiating Action
• Ownership
• Planning & Organising
• Team Orientation
• Technical Knowledge

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 17 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.

We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.

The position is that of an Administrator whose primary role is to administer LISP & Unit Trust and Third Party Administration transactions that a client may request and assist the team in providing world-class service to all clients. The incumbent is individually accountable for achieving results through own efforts

Documentation Processing

· Follows standardised processes and provides administrative support in line with normal business functioning.

·      Provides an indirect service to customers and intermediaries.

·         Responds to immediate administrative requirements within procedure.

·         Follows standardised processes and provides administrative support in line with normal business functioning.

·         Delivers on daily production standards.

Personal Effectiveness

·         Accountable for service delivery through own efforts.

·         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.

·         Collaborates effectively with others to achieve personal results.

·         Accepts and lives the company values.

Quality Assurance

·         Performs quality checks on own work.

·         Adheres to service and quality standards.

Specific Key result Areas

·         Resolution of queries and management of exceptions to business rules.

·         Processing of LISP/Unit Trust/ Third Party Administration work-types via Silica, Fund Express, EMS and Bizagi

·         Telephonic and written communication in a clear, concise and professional manner to stakeholders.

·         Communicate problems and suggest solutions regarding existing processes.

·         Help colleagues reach team and departmental targets.

·         Plan work allocated to ensure compliance with applicable service standards.

·         Ensure that quality principles are applied to all aspects of processing.

·         Matric with Mathematics and/or Accounting is essential.

·         Post matric qualification will be advantageous.

·         Processing experience on LISP/Unit Trust funds/ Third Party Administration and products essential.

·         Knowledge and Processing on Silica is essential.

·         Ability to Process Correspondence on AWD/Bizagi is essential.

·         Previous relevant working experience within a processing environment.

·         Computer literacy - Ms Excel and Outlook.

·         Adaptable to rapidly changing environment.

·         Excellent communication and writing skills.

·         Show initiative and drive.

·         Able to work under pressure and be adaptable.

·         Stress Tolerance and flexibility.

·         Sound understanding of the Investment industry.

·         Awareness of client-care principles.

·         Ability to give and receive feedback.

·         Personal need for continuous learning.

·         High level of attention to detail.

·         Can-do positive attitude.

·         Demonstrate personal integrity and accountability.

·         High energy level and a passion for clients.

·         Sense of urgency and a need for achievement.

·         Ability to work independently and be a reliable team player.

·         Own transport/reliable transport arrangements to be able to work later or come in earlier

NB:  The successful candidate may be required to work additional hours from time to time depending on the pricing sensitive nature of the investment business.

Competencies

·         Information Monitoring

·         Initiating Action

·         Ownership

·         Planning & Organising

·         Team Orientation

·         Technical Knowledge