Job Description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Performs simple clerical duties by applying office procedures including answering calls, managing basic financial transactions and recording, typing or word processing, filing, and other ad-hoc activities to increase efficiency.

Responsibilities:

Administration
Tasks may include processing Max LSI requests, maintaining accurate records, entering relevant information, and supporting the administration of Lumpsum Investments, Transfer In/Out instructions, Disinvestments, Profit and Loss reporting, and ROT01 transactions.

Work Scheduling and Allocation

Organize own work schedule to ensure service level agreements and turnaround times are met across processes. Coordinate with support teams and assign short-term tasks where necessary to ensure operational efficiency.

Operations Management

Carry out operational tasks by following established processes and controls within MAX LSI.

This will involve reviewing information, validating requirements, updating multiple systems, and ensuring transactions meet quality and performance standards.

Operational Compliance

Develop and maintain a working knowledge of organizational policies, procedures, regulatory requirements, and industry standards applicable to investment administration and MAX LSI processes. Adhere to mandatory controls, governance requirements, and compliance standards to ensure all work is completed accurately and within required guidelines.

Personal Capability Building

Develop and maintain excellent operational, technical, and process knowledge through training, coaching, assessments, and development activities. Continuously build expertise across MAX LSI processes, operational systems, and related business procedures.

Additional Job Description

Follows standardized processes and provides administrative and operational support in line with normal business functioning within the MAX LSI environment.

Delivers on daily production standards, turnaround times, service levels, and quality requirements across transaction types.

Provides an indirect service to customers, intermediaries, and internal stakeholders by ensuring accurate and timely transaction processing.

Responds to immediate operational requirements within established procedures and controls.

Uses standard administrative and operational techniques to coordinate and prioritize own work effectively.

Supports the administration and processing of:

Product and process knowledge across investment administration functions may differ, but core operational and administrative skills remain consistent.

Moderate (intermediate) to high level of technical and systems knowledge required.

Partially multi-skilled across MAX LSI products, processes, and operational systems relevant to the business area.

Requirements:

Matric (Post Matric will be Advantageous)

Advantageous: Working knowledge or exposure to Omunet, Bizagi, Chorus, EMS, CMoS, and Bancs; understanding of MAX Investments, OM Investments, and Savings & Investments (S&I); ability to effectively use EMS; understanding of distribution channels; and previous experience in servicing customers and financial advisers.

Follows standardised processes and provides administrative support in line with normal business functioning.
Delivers on daily production standards and adheres to service and quality standards.
Provides an indirect service to customers and intermediates.
Responds to immediate requirements within procedure.
Uses standard administrative techniques to co ordinate own work.
Product and process knowledge in different areas may differ but basic skills remain the same.
Moderate (intermediate) to high level of technical knowledge.
Partially multi skilled across product and process relevant to the business area.

Skills

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

Competencies

CollaboratesCommunicates EffectivelyDrives ResultsEnsures AccountabilityPlans and AlignsTech Savvy

Education

Matriculation Certificate (Matric)

Closing Date

03 September 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!