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Cape Town, Western Cape, South Africa • On-site
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The role involves administering retail retirement funds and managing complex beneficiary allocation cases in compliance with Section 37C of the Pension Funds Act. The incumbent will also support the payments team by resolving queries, maintaining audit-ready case files, and ensuring operational service standards are met.
Candidates must possess a Matric certificate, with a post-matric qualification in administration or finance being advantageous. Applicants should have 1–2 years of relevant administration experience and proficiency in financial systems and payment reconciliation processes.
Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
To support the Payments Team in resolving outstanding payment-related queries efficiently and accurately and improve client turnaround times. The incumbents will integrate quickly through focused payments process training and will contribute to benefit follow-ups as required.
Manages daily operational (customer service and administrative) delivery within specified time standards.
Liaises with customers, advisors and external third-party providers both telephonically and via email.
Accepts and lives the company values.
Accountable for service delivery through own efforts and efforts of others.
Collaborates effectively with others to achieve personal results.
Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
Makes increased contributions by broadening individual skills.
Adheres to service and quality standards.
Performs quality checks on own work.
Process and resolve payment-related queries end-to-end within service levels (SLA), including intake, triage, investigation, reconciliation, and closure.
Clear ageing cases and maintain audit-ready case files, with consistent, accurate case notes and evidence.
Engage stakeholders (internal teams, external providers, clients) professionally to obtain information and resolve blockers.
Update and manage workflow systems (AWD, BIZAGI, BANCS, CMOS, EMS, Omunet, Outlook) with disciplined task management.
Apply production practices using current Production Sheets; track throughput and escalate exceptions timeously.
Adhere to quality controls: use the Quality Tool and ensure no correspondence is sent without authorization.
Support follow-ups.
Comply with governance: POPIA, data accuracy, records management, and readiness for audit and compliance checks.
Matric (essential).
Post-matric qualification in administration, finance, or related field (advantageous).
1–2 years administration experience (retirement fund or financial services advantageous; Old Mutual experience beneficial).
Working knowledge of payments processes and reconciliations (advantageous).
Knowledge of Old Mutual products and administrative processes (e.g., Greenlight, Max Income, Max Investment) (advantageous).
Familiarity with Old Mutual systems: AWD, BANCS, BIZAGI, CMOS, EMS, Omunet, Outlook.
Computer literacy (MS Office) with accurate typing and disciplined document handling.
Excellent verbal and written communication – read, interpret, and respond to queries promptly and professionally.
Ability to work under pressure and adapt to a changing environment.
High attention to detail and accuracy.
Good judgment and proactive problem-solving.
Team-oriented with strong interpersonal skills.
Deadline-driven and results-focused.
Ability to process information and provide clear, structured feedback.
Numerical accuracy and reconciliation skills (allocations, variances, and balancing).
Critical thinking and anticipation – question assumptions, identify next steps, and pre-empt issues.
SLA discipline and throughput management – prioritize effectively in high-volume environments.
Case management excellence – clean case notes, evidence trails, and audit-ready documentation.
Stakeholder engagement – professional, empathetic, and clear communication.
Quality assurance compliance – use of Quality Tool and authorization protocols, “first-time-right” mindset.
Governance and confidentiality – strict adherence to POPIA and internal controls.
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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!
Old Mutual Limited is a premium pan-African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries. We have been helping our customers achieve their lifetime financial goals for over 170 years by investing their funds in ways that create positive futures for them, their families, their communities and broader society. In this way, we significantly contribute to improving the lives of our customers and their communities while ensuring a sustainable future for our business. We employ more than 30 000 people and operate in 14 countries across two regions Africa (South Africa, Namibia, Botswana, Zimbabwe, Kenya, Malawi, Tanzania, Nigeria, Ghana, Uganda, Rwanda, South Sudan and eSwatini) as well as Asia (China) So why work here? We believe you can shape the future with us – a future where we build a better Africa together. That’s why we’re committed to creating opportunities that will give you an edge on the rest. Once you’re part of our team, you will have access to the best breed of advice, tools and frameworks that will equip you to be your exceptional best. #MomentsThatMatter
Offices: 107 Rivonia Road, Sandton, Gauteng 2196, ZA · Jan Smuts Drive, Pinelands, Cape Town, Western Cape 7405, ZA
There are currently 555 open customer service & support positions in Cape Town, South Africa listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Marriott International Hotels, Inc., Old Mutual South Africa, EXL, WNS, Accor, among others. Browse the listings above to see every active employer.
Yes — 118 of the 555 open customer service & support positions offer remote or hybrid work (43 remote, 75 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
