Senior Administration Specialist – Old Mutual

Company: Old Mutual
Job Title: Senior Administration Specialist
Location: Pinelands, Western Cape
Job Type: Full-time
Reference Number: JR-83061
Closing Date: 28 August 2026 at 23:59

About Old Mutual

Old Mutual is a leading African financial services organisation providing a broad range of financial solutions to retail and corporate customers across key markets. The organisation focuses on creating mutually positive futures while delivering strong customer and employee experiences.

Old Mutual is currently recruiting a Senior Administration Specialist to join its team in Pinelands. This position is suited to an experienced financial services professional with strong administration, compliance, client servicing and technical processing capabilities.

Senior Administration Specialist Job Description

The Senior Administration Specialist will use expert knowledge of administration, products, processes, compliance and regulations to resolve technical and complex issues. The successful candidate will serve as a subject matter expert and escalation point while ensuring that client instructions and administrative queries are handled accurately and efficiently.

The role also involves supporting internal stakeholders, contributing to projects and system enhancements, and helping improve administrative processes and the overall Adviser and Client experience.

Key Responsibilities

Administration and Client Services

• Act as a subject matter expert in a specific administration, product, process, compliance or regulatory area.
• Resolve complex administrative and technical queries.
• Serve as an escalation point for internal stakeholders.
• Ensure first-time resolution of client queries.
• Process client instructions relating to individuals, trusts and corporates.
• Maintain daily processes and clear workflow queues.
• Communicate professionally with clients, Financial Advisers and internal stakeholders.
• Provide expert input into system enhancements and testing.
• Contribute to major projects where required.
• Coach Specialist staff when required.

Compliance and Client Due Diligence

The successful candidate will be responsible for activities relating to client risk and regulatory requirements, including:

• Conducting Client Risk Assessments in accordance with AML and FATCA regulations.
• Performing client identification and verification for Financial Intermediary relationships.
• Verifying individuals, entities and trusts across different jurisdictions.
• Conducting Client Due Diligence in accordance with FICA requirements.
• Remediating client information following relevant trigger events.
• Identifying anomalies and resolving complex client and data-related issues.

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Quality Assurance

• Follow established service and quality standards.
• Perform quality checks on completed work.
• Maintain high levels of accuracy and attention to detail.
• Identify opportunities to streamline processes.
• Contribute to improvements in the Adviser and Client experience.

Requirements

Applicants should meet the following requirements:

• Matric / Grade 12 is essential.
• A tertiary qualification will be advantageous.
• At least 5 years’ experience in financial services, particularly in client engagement and technical processing or administration.
• Strong understanding of offshore investments and AML/compliance programmes.
• Sound knowledge of Old Mutual International products.
• Thorough understanding of different entity structures and their requirements.
• Strong knowledge of AML, FATCA and FICA requirements.
• Advanced working knowledge of Microsoft Excel and Word.
• Excellent communication skills.
• Strong organisational and planning abilities.
• Ability to work independently.
• Strong attention to detail.
• Ability to manage multiple priorities and meet critical deadlines.
• Strong problem-solving and analytical abilities.
• Ability to identify patterns, anomalies and process issues.
• Ability to drive tasks through to successful completion.

Skills and Competencies

The role requires strong skills in administration, data analysis, reporting, digital literacy, database reporting, data interpretation, numerical aptitude, communication, action planning and process execution.

Key competencies include:

• Decision Quality
• Directs Work
• Ensures Accountability
• Manages Complexity
• Optimises Work Processes
• Plans and Aligns
• Tech Savvy

Education

The minimum educational requirement is NQF Level 4 / Grade 12 / School Leaving Certificate / National or Occupational Certificate or equivalent.

Employment Equity

The appointment will be made from the designated group in accordance with Old Mutual South Africa’s Employment Equity Plan and the requirements of the relevant business unit.

Closing Date

Applications for the Old Mutual Senior Administration Specialist position close on 28 August 2026 at 23:59.

Interested candidates should ensure that they meet the stated qualifications and experience requirements before submitting their application through the official Old Mutual careers platform.