Senior Pension Fund Accounting & Compliance Officer at Britam

Job Purpose:

• Undertake pension administration activities to support the achievement of business unit plan

  Key responsibilities

• Ensure compliance of the pension schemes in line with both statutory and company policies.
• Ensure on boarding of new clients and sponsors within stipulated timelines and as per the company compliance requirements and ensure timely delivery of policy documents and deed of adherence to the customers within Tats.
• Processing Endorsement change requests to insurance contracts while adhering to set procedures and guideline
• 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
• Present audited scheme accounts during clients’ Board of Trustee meetings / AGM.
• Assist in the preparation of Deposit Administration monthly valuation data
• Assist in preparation and filing of Scheme Financial Statements
• Prepare and file income tax returns and RBA levies within the stipulated deadlines
• Maintain and manage the integrity of all scheme transactions, documentary support and maintenance of scheme fund statements
• File scheme Returns of Contributions and investment returns with the Retirement Benefits Authority within stipulated deadlines
• Carry out regular Pension account reconciliations of members and scheme balances.
• Issuance of accurate member and scheme statements quarterly & annually
• Assist in the preparation of weekly Fund Accounting & Compliance reports and monthly overall pension reports
• 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

  Key Performance Measures

• As described in your Personal Score Card

Knowledge, experience and qualifications required

• Bachelor’s degree in business related field
• Professional qualification in Insurance (ACII, LOMA or AIIK)

• At least two years’ experience in a similar position, 2-4 Yrs relevant experience in the insurance industry

  Leadership category responsibility framework (Core Competencies)

  Emerging Leaders in Britam need to:

• Plan, direct and apply efficiencies and resources in order to optimise output andprofitability against time, cost and team targets;
• Effectively communicate strategic and operational departmental goals and objectives topeers and others in order to ensure proper implementation;
• Ensure that department priorities are adhered to and effectively communicated;
• Ensure competent and effective people resources through appropriate coaching,development and people supervision as appropriate;
• Embody a high performance, proactive culture;
• Effectively ensure the adherence to key performance areas, deadlines and goals in orderto optimise operational effectiveness;
• Effectively communicate resource needs, possible opportunities and achievements tomanagement in order to aid them in their decision-making;
• Effectively set and monitor priorities and objectives for more junior staff;
• Understand and communicate objectives in relation to the larger organisational impact;
• Effectively disseminate knowledge within the correct context, towards subordinates aswell as management;
• Appropriately model the company values while setting the pace and energy for delivering;
• Effectively manage and communicate change within the department in order to increasestaff and process effectiveness;
• Provide access to accurate and consistent information and services across all channels;
• Ensure a seamless experience for clients;
• Improve service delivery for clients;
• Engage in continuous brand building to become trusted partners to clients

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