Britam is a leading diversified financial services group, listed on the Nairobi Securities Exchange. The group has interests across the Eastern and Southern Africa region, with operations in Kenya, Uganda, Tanzania, Rwanda, South Sudan, Mozambique and Malawi. The group offers a wide range of financial products and services in Insurance, Asset management, Banking and Property. Our Mission is to provide outstanding financial services to our customers. Our Vision is to be the most trusted financial service partner. We aim to provide our clients, with an unmatched offering, ensuring first class solutions that help secure the future.Job Purpose: To support the accurate financial administration and regulatory compliance of pension fund operations by assisting in accounting tasks, maintaining records, and ensuring adherence to relevant laws and policies. This role contributes to the integrity and efficiency of pension fund management through diligent documentation, reporting, and coordination with internal and external stakeholders. Key responsibilities Onboarding of new clients and sponsors within stipulated timelines and as per the company compliance requirements and ensuring timely delivery of policy documents and deed of adherence to the customers within Tats. Processing Endorsement change requests to Scheme contracts while adhering to set procedures and guidelines. Facilitate continuous data clean-up of clients’ personal information. Ensure customer data quality and compliance through validation and Verification of customer data through lines of business during on boarding Maintain and manage the integrity of all scheme transactions, documentary support and maintenance of scheme fund statements. Carry out regular Pension account reconciliations of member and scheme balances. Issuance of accurate member and scheme statements quarterly & annually. Deliver good customer service by responding swiftly to queries and concerns from clients. Resolve CRM requests. Perform any other duties as may be assigned from time to time. Knowledge, experience and qualifications required Bachelor’s degree in business related field. At least two years’ experience in a similar position, 2 Yrs relevant industry experience. Knowledge of RBA regulatory requirements and pension industry concepts.
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Pension Fund Accounting & Compliance Assistant At Britam
Banking / Financial Services
full time
Nairobi
Posted 2 days ago