Administration Delivery

• Act as a subject matter expert in a specific administration, product, process, compliance, or regulatory field.

• Serve as an escalation point for complex administrative and client queries.

• Liaise with internal stakeholders to resolve technical and administrative issues.

• Contribute to major projects and support project delivery within the business unit.

• Coach Specialist staff where required.

• Provide input into system enhancements and testing.

• Ensure first-time resolution of client queries.

• Process daily workflow queues and maintain clear processes.

• Process client instructions relating to individuals, trusts, and corporate entities.

• Conduct Client Risk Assessments in accordance with AML and FATCA requirements.

• Perform client identification and verification for Financial Intermediary relationships.

• Conduct Client Due Diligence in line with FICA requirements.

• Remediate client information following trigger events.

• Investigate and resolve complex queries using strong problem-solving skills.

• Communicate professionally with clients, Financial Advisers, and internal stakeholders.

Quality Assurance

• Adhere to service and quality standards.

• Conduct quality checks on completed work.

• Maintain high levels of accuracy and attention to detail.

• Identify opportunities to streamline processes and improve the Adviser and Client Experience.

Personal Effectiveness

• Demonstrate and uphold Old Mutual's company values.

• Take accountability for service delivery and work quality.

• Collaborate effectively with colleagues and stakeholders.

• Manage time, tasks, and outputs effectively.

• Continue developing skills and contributing additional value to the organisation.

• Identify anomalies, determine their causes, and implement appropriate corrective actions.

• Drive tasks and projects through to completion.

Tip (Important Conditions): This position requires strong analytical and problem-solving abilities because the successful candidate will deal with complex administration, compliance, client verification, and technical processing matters. Candidates should also be comfortable identifying anomalies and taking ownership of issues through to resolution.