Vacancies at Britam

**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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Job Purpose:

• The role will serve as a point of contact and link between directors, managers, internal departments, and external parties, including vendors, and customers. The role will provide administrative, coordination, and process support to the Group Internal Audit function to enhance audit planning, execution, reporting, governance oversight, and follow up. The role will handle clerical and administrative duties, analyze and improve office processes and policies, and ensure that the office operates smoothly.

Key responsibilities:

• Act as the first point of contact for the Director, proactively and promptly reviewing and tracking incoming enquiries such as correspondence, telephone and in-person, and responding directly or referring to other appropriate individuals or escalating to the Director.

• Support the office of the Director Internal Audit in: 

  audit planning and tracking. 

  • Monitoring audit assignment timelines and report issuance schedules.

  • coordinating and collation of the Board Audit Risk & Compliance Committee (BARCC) papers.

  • quality assurance documentation in line with IIA standards.

• Liaising with the risk and compliance function.

• handling whistleblowing materials, sensitive investigations and privileged BARCC documents with confidentiality

• Provides a bridge for smooth communication between the Director’s office and internal departments; demonstrating leadership to maintain credibility, trust and support with senior management staff.

• Provide sophisticated calendar management for the Director. Prioritize enquiries and requests while troubleshooting conflicts to ensure smooth day-to-day engagements. 

• Organizing and coordinating all logistics for the Director’s meetings (both internal and external).

• Develop and maintain the Director’s office paper and electronic filing and information systems.

• Responsible for processing expenses, credit card returns and raising purchase requisitions and other finance related duties as directed.

• Oversee the prompt collection and delivery of incoming and outgoing mail in the Director’s office.

• Draft routine correspondence on behalf of the Director.

• Coordinate the preparation of both local and international itineraries for the Director and confirm travel bookings and hotel reservations.

• Attend Management meetings; record, summarize and timely distribution of minutes and tracking of action items where applicable.

• Coordinating events and projects by providing administrative support for all events managed by the Segment/Function.

• Maintains rapport with customers, managers, and employees by arranging continuing contacts; researching and developing new services and methods; setting priorities; resolving problem situations.

• Maintains continuity of work operations by documenting and communicating needed actions to management; discovering irregularities; determining continuing needs.

• Ensure that reports and analysis of the same are issued on a timely basis as per the agreed regularity through liaison with all relevant parties.

• Maintain efficient and effective communication channels between the Director’s office; the Board other departments and external customers to ensure professional interface and superior customer service.

• Receive and collate emerging issues from all stakeholders for the Segment/Function.

• He/she will also be the custodian of all the EXCO reports for the Segment/Function.

• Keep all Executive Council members’ personnel files confidentially and fully updated.

• Assist in the recruitment and on-boarding processes for Internal Audit team.

• Assist in managing Internal Audit induction for new staff.

• Provide administrative support for the Team.

• Perform any other duties as may be assigned from time to time.

Knowledge, experience and qualifications required:

• University degree in Accounting, Finance or related field.

• Professional qualification in CPA will be an added advantage.

• Understanding of the audit lifecycle, governance, risk, and control concepts.

• 4-6 years’ experience as a Personal Assistant to a Head of Department/Division in a blue chip company preferably in a commercial environment.