Quick Summary
Overview
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
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OtherAdministrator
Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
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.
Requirements
~1 min read- Makes outbound calls in accordance with predetermined schedules and gathers relevant information.
- Receives inbound calls
- Finalises call 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
- 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
Adheres to service and quality standards
- 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
- 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
Action Planning, Client Management, Computer Literacy, Database Administration, Desktop Publishing (DTP), Executing Plans, Management Reporting, Network Administration, Numerical Aptitude, Office Systems, Oral Communications, Policies & Procedures, Report Review, Resource Scheduling
Collaborates
Communicates Effectively
Drives Results
Ensures Accountability
Plans and Aligns
Tech Savvy
Matriculation Certificate (Matric)
14 October 2026 , 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!
Location & Eligibility
Where is the job
Pinelands
On-site at the office
Who can apply
Same as job location
About this job
- Posted
- 8 days ago
Listing Details
- Posted
- October 7, 2026
- First seen
- October 8, 2026
- Last seen
- October 14, 2026
Posting Health
- Days active
- 7
- Repost count
- 0
- Trust Level
- 28%
- Scored at
- October 15, 2026
Signal breakdown
freshnesssource trustcontent trustemployer trust
External application
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