Retention Officer

About the role

The Retention Officer supports Old Mutual’s commitment to African growth by handling a range of administrative and client‑facing tasks. This role ensures smooth day‑to‑day office operations, accurate data handling and courteous interaction with internal stakeholders.

Key responsibilities

• Answer incoming calls and manage basic financial transactions.
• Perform clerical duties such as typing, word processing, filing and photocopying.
• Enter and maintain data in company systems, ensuring accuracy and accessibility.
• Prepare documents using standard templates and collate required materials.
• Follow scheduled work plans and allocate tasks as directed.
• Execute operational processes in line with established procedures.
• Maintain professional relationships with internal clients through courteous communication.
• Adhere to compliance guidelines and internal codes of conduct.
• Collect basic data and support simple analysis activities.
• Participate in personal capability building through training and coaching.

Required profile

• Strong collaborative mindset and effective communication skills.
• Self‑awareness and ability to manage complexity.
• Result‑driven attitude with a focus on accountability.
• Organizational savvy and ability to optimise work processes.

Required skills

• Proficiency with word processing software (e.g., Microsoft Word).
• Experience using data entry applications or company information systems.