Lets Write Africa's Story Together!

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

Job Description

The main aim and purpose of the role is to ensure that there is delivery on daily production through taking personal responsibility for work allocated as well as collaborating effectively with other team members. Production should be within service delivery standards set by the standardized operating procedures. This role also responds to administrative queries per the set timelines. This role is responsible for building and maintaining relationships with other departments that its dependent on.

KEY TASKS AND RESPONSIBILITIES

Operational Efficiency

Manage time, tasks, and outputs to meet predetermined requirements, task cycle times and/or work deadlines.Follows standardised operating procedures, provides administrative support, delivers on daily production standards, and adheres to service and quality standards.Onboard new customers on administrative data system following laid down guidelines as: KYC, AML & Screening Process (Done at BSO Stage), Sanction screening, PEP due diligence, Customer Risk Rating, Ultimate Beneficial Owners Identification.Requirements as per the checklist on new business formIndependent verification of the National ID card through IPRS

Data Management - Protection and Privacy – Ensure only clean data is introduced into the system and ensure privacy of client data is maintained as aligned to the Data Protection Act of 2019. Ensure alignment and conforming to BU Data Governance Frameworks.

Customer Service

Communication to customers once account is opened (Email/SMS)PIN verificationResponse to general account opening queries

Behavioural skills/competencies

Ability to flexible, agile and adaptable to change.Time management and ability to prioritize.Ability to communicate and work well within a team.Ethics & Integrity

Risk & Compliance Management, Control Environment, and Internal Governance

Escalate risks/control breaks to management when identified.  Assist in management of those risk/control breaks.Assist in audit management process as required by manager.Compliance to all regulatory requirements and internal policies

Financial Management

Personal input in management of unit’s budget by avoiding wastage of resources and expenses.

 SKILLS AND COMPETENCIES

Good communication skills (written & oral)Positive attitude to work.Good assessment, analytical and problem-solving skillsAbility to interact at all levels. /Stakeholder managementFinancial management & report writing skills.Proven planning, co-ordination, and time management skillsBusiness Awareness – Financial marketsKeen - attentive to detail

KNOWLEDGE & EXPERIENCE

At least 2 years’ relevant experienceKnowledge of financial service operations and financial marketsTechnical Knowledge – product, process, and KYC/AML compliance requirements knowledge.Customer Care

QUALIFICATIONS

Business related Degree

 ANTI-MONEY LAUNDERING (AML) EXPECTATION

The incumbent will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, maintaining data quality. Additionally, the role involves escalating any potential AML, Sanctions, or Compliance breaches and unusual activities to the Line Manager and or Risk and Compliance Office for further action.

Skills

Competencies

Education

Closing Date

13 August 2025 , 23:59

The Old Mutual Story!