Lets Write Africa's Story Together!

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

Job Description

This role sets to ensure efficient and accurate execution of operational activities within the investment operations function, including transaction processing, fund reconciliations, compliance, and client servicing. The role involves overseeing day-to-day operations, maintaining accurate records, managing relationships with clients and agents

• Compliance and Risk Management

• Ensuring adherence to regulatory requirements, internal policies, and operational guidelines. 

• Client Relationship Management through onboarding, deposits and Redemptions.
• Interacting with internal and external clients to address queries, resolve issues, and provide support. 
• Record Keeping and Documentation:
• Maintaining accurate records of transactions, investment data, and other relevant documents. 
• Process Optimization, Identifying opportunities to streamline workflows, enhance efficiency, and improve technology utilization.
• Updating the operations system, identification of gaps and areas of improvement and system related reconciliations.
• Any other duties as assigned

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, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.

SKILLS AND COMPETENCIES.

• Organisational skills
• Prioritization skills
• Time management
• Good communication and interpersonal skills
• Record management

Qualifications:  Bachelor’s degree in business related field.

Experience: 3 years experience

Performs simple clerical duties by applying office procedures including answering calls, managing basic financial transactions and recording, typing or word processing, filing, and other ad-hoc activities to increase efficiency.

Responsibilities

Administration

Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, entering budgetary information, and recording time and expenses.

Document Management

Create, organize, and maintain files containing the correspondence and records of a senior colleague.

Document Preparation

Prepare routine letters, memoranda, reports, and similar documents following detailed instruction. This is likely to involve using the full range of functions within standard office software.

Work Scheduling and Allocation

Organize own work schedule in order to get the job done, coordinating with support services and assigning short-term tasks to others if necessary.

Operations Management

Carry out operational tasks by following established processes. This will involve adjusting multiple settings or parameters to meet performance standards.

Internal Client Relationship Management

Help manage internal client relationships by supporting others to build effective working relations.

Operational Compliance

Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.

Data Collection and Analysis

Extract relevant data from information provided by others, and input it into spreadsheets or standard formats.

Personal Capability Building

Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Skills

Action Planning, Action Planning, Answering Telephones, Business, Client Management, Client Relations, Client Relationship Management, Codes of Conduct, Computer Literacy, Computer Work, Customer Due Diligence (CDD), Database Administration, Databasing, Desktop Publishing (DTP), Due Diligence, Enhanced Due Diligence, Ensure Compliance, Executing Plans, External Clients, File Maintenance, Internal Client Relationships, Investment Operations, Investments, Know Your Customer (KYC), Management Reporting {+ 18 more}

Competencies

Collaborates

Communicates Effectively

Drives Results

Ensures Accountability

Plans and Aligns

Tech Savvy

Education

Bachelors Degree (B): Business Administration (Required)

Closing Date

20 January 2026 , 23:59

The Old Mutual Story!