Career Opportunities at Old Mutual South Africa

Job Description

This role provides executive secretarial and administrative support to the General Manager: Employee Benefits Solutions Old Mutual Corporate and one other Senior manager.

• Diary Management
• Event Management
• Minute taking, collating of information and development of reports and presentations.
• Budget management
• Completing tasks of a personal nature on behalf of the manager.
• Manages queries on behalf of manager and performs delegated tasks.

Job Requirements: Skills, Qualifications and Experience:

• Matric + 
• Secretarial / PA qualification is advantageous. 
• 5-10 years Executive PA experience required
• Excellent admin and secretarial skills 
• MS Office
• Attention to detail 
• Excellent written and verbal communication skills 
• Excellent planning, organising and time management skills 
• Excellent interpersonal skills 
• Proactive and shows initiative 
• Self starter, team player and able to work under pressure 
• High degree of responsibility and personal accountability for deliverables 
• Positive attitude, demonstrating strong customer and service ethic 
• Ability to deal confidently with all levels of management and customers 
• Shows professional integrity and respect of confidentiality

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Job Description

To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts

Meets monthly sales targets in terms of lending and other products. Meets collections and arrears targets in terms of lending products. Educates clients on responsible use of credit and effective money management. Establishes a new business pipeline through marketing, lead generation and tracking. Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk. Facilitates intra branch referrals by building mutually beneficial relationships with other business units. Provides excellent face to face and telephonic service to customers. Builds sustainable relationships that enhances the brand. Delivers on daily production standards and adheres to service and quality standards

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Job Description

• This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

What is a financial adviser?

• The role of a financial adviser is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial adviser commands the respect and trust of those customers who are entrusting their and their families financial futures to them.
• The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.
• As an accredited financial adviser with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.

What is required of you?

• Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.
• Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
• As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management. Importantly, the financial adviser profession requires continuous personal development through the attendance and completion of accredited courses and programmes.
• Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer’s personal and financial circumstances – and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.

What do we need from you?

• A Grade 12 (Matric) certificate
• FAIS compliance
• RE5 an advantage
• A valid Driver’s licence and your own car
• A clear criminal and credit check
• A minimum of 3 years working experience (preferably in sales)
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)

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Job Description

Responsible for implementing Governance, Compliance and Risk management plans, policies, processes and monitoring to ensure the organization complies with laws, regulations, statutory and supervisory requirements. Develop and implement processes to ensure that monitoring of all risks that affect the organization are maintained.

Responsible for implementing Governance, Compliance and Risk management plans, policies, processes and monitoring.

• Develop and monitor key risk indicators that are mapped to various risks to determine elevations in risk and proactively implement risk mitigation measures.
• Responsible for developing, implementing and monitoring a risk-based program to identify asses and mitigate any risks from inadequate or failed internal processes.
• Regularly evaluate the adequacy and effectiveness of policies, procedures, processes, systems and internal controls.
• Develop regular operational risk performance reports for senior management and risk committees, including trend analysis, recommended strategies and updates on implemented actions to mitigate identified risks.
• Develop and implement policies and procedures designed to mitigate exposure and enhance compliance activities.
• Conduct risk analysis, modelling and scenario stress testing to assess the effectiveness of existing controls given current and future legislative, regulatory and/or statutory amendments.
• Monitor compliance with applicable regulatory requirements relevant to the organization and its products and/or services.
• Identify potential areas of compliance vulnerability and risk; develop and implement corrective action plans for resolution of problematic issues.
• Provide general guidance around new product and marketing developments from a compliance point of view.
• Provide reports on a regular basis to keep respective governance structures informed of the operation and progress of compliance efforts.
• Define and implement processes and procedures to ensure that all regulatory and compliance risks are identifies,
• Develop and maintain a system/tool(s) that support the ease of data collection, consolidation and submission for audit purposes.
• Act as an independent review and evaluation body to ensure that compliance issues/concerns within the organization are being appropriately evaluated, investigated and resolved.

Continuous improvement to ensure effective service

• Ensure statutory and legislative knowledge is always current in order to resolve customer complaints, to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements.
• Ensure adherence to organisational policies, practices, guides, mandates and procedures.
• Identify solutions to enhance cost effectiveness and increase operational efficiency.

Service delivery to ensure customer satisfaction

• Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures and standards.
• Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
• Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals.
• Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.

Cost control and governance adherence

• Proactively ensure use of time, of resources, money, materials or equipment is in line with policies and procedures.
• Comply with corporate governance policies, procedures and standards.
• Operate within agreed mandates.
• Contribute to the development and implementation of fit for purpose budgets.

Manage quality people practices

• Align own behaviour with the organisation culture and values.
• Share and transfer product, process and systems knowledge to colleagues and team members.
• Collaborate and work with the business to deliver required service levels.

Actively share information with other team members regarding successes, issues, trends and ideas.

• Bachelor’s degree in risk management, LLB or Relevant law related degree or qualification.
• 3 – 5 years’ experience in a Compliance & Risk management role within the Insurance industry.