Customer Documents Administrator Jobs at Old Mutual

Customer Documents Administrator Jobs at Old Mutual offer a great opportunity for individuals interested in administration, customer support, and office operations within the financial services sector. Customer Documents Administrator Jobs are best suited for candidates who have strong organisational skills, excellent communication abilities, and the capability to handle administrative tasks and customer queries in a professional environment. Customer Documents Administrator Jobs also provide valuable exposure to document management, CRM systems, and operational support within one of South Africa’s leading financial institutions. Successful applicants will be based at the Pinelands branch and will assist with customer assistance, data capturing, document administration, CRM record updates, compliance processes, and general office support while ensuring high-quality customer service standards are maintained.

Position Details

• Job Title: Customer Documents Administrator (Talent Pool)
• Company: Old Mutual
• Employment Type: Full-Time
• Work Model: Hybrid
• Location: Pinelands, Western Cape
• Industry: Financial Services
• Closing Date: 30 May 2026

Minimum Requirements

To qualify for Customer Documents Administrator Jobs, applicants must meet the following requirements:

• Matric / Grade 12 qualification
• 1–3 years relevant work experience
• Strong communication and interpersonal skills
• Computer literacy and administrative knowledge
• Customer service experience will be beneficial
• Ability to work professionally with customers and confidential documents
• Good planning and organisational abilities
• Ability to work accurately in a fast-paced environment

Skills Required

Candidates applying for Customer Documents Administrator Jobs should possess the following skills and competencies:

• Customer service skills
• Data capturing and administrative skills
• Communication skills
• CRM system knowledge
• Attention to detail
• Relationship management abilities
• Time management skills
• Problem-solving abilities
• Call handling skills
• Teamwork and interpersonal skills

Key Duties And Responsibilities

Customer Documents Administrator Jobs duties include the following:

• Capture and maintain customer information within CRM systems
• Provide administrative and customer support services
• Assist customers with product and service queries
• Prepare, organise, and manage documents using company templates
• Perform filing, photocopying, and document collation duties
• Professionally receive and assist visitors
• Assist with arranging meetings and business-related events
• Ensure compliance with company procedures and standards
• Build and maintain strong customer relationships
• Participate in training and development programmes

Why Apply

Customer Documents Administrator Jobs at Old Mutual provide valuable experience within the administration and financial services sector.

Benefits Include:

• Opportunity to work for a leading financial services company
• Hybrid working environment
• Professional office administration experience
• Exposure to CRM and customer service systems
• Skills development and training opportunities
• Experience within a corporate environment

Important Information

• Appointments will be made in line with Old Mutual’s Employment Equity Plan
• Only shortlisted candidates may be contacted
• Applicants should ensure all information submitted is accurate
• Late applications may not be accepted