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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 valuable 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
Finalisescall 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
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
Matriculation Certificate (Matric)
Closing Date
14 October **** , 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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📌 Senior Administrator- Payment (Toowoomba)
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