Pension Operations Assistant

ABOUT THE COMPANY

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.

JOB SUMMARY

Bachelor’s degree in a business-related field, including but not limited to: Statistics, BBIT, Accounting, Finance, Actuarial Science, Economics, or related discipline. Proficiency in Microsoft Excel for data analysis, reporting, and reconciliation.  Demonstrated ability in data analytics, including structuring, cleaning, and interpreting large datasets. Attention to detail and accuracy in processing financial and member data. Ability to write and maintain Python scripts for data processing, automation, and analysis. Proficiency in building and maintaining interactive dashboards and reports using Power BI. Ability to identify data quality issues and implement systematic clean-up solutions at scale. Demonstrable experience or strong interest in using technology to streamline manual processes.

RESPONSIBILITIES

Receipt pension contributions and post member contributions for pension SME schemes. Assist with contribution reconciliation projects and process refunds for unexpected or erroneous remittances. Manage suspense accounts across pension revenue and payment accounts, liaising with resolution owners to ensure timely updates. Maintain accurate records of contributing members, including policy status (Active, Deferred, Dormant, Withdrawn, etc.). Review and validate member balances prior to processing any payments. Process payment transactions on the administration system and through other approved channels, ensuring accurate capture of member bank details. Update and reconcile all pension payment transactions on a daily and monthly basis. Respond to internal and external pension inquiries relating to contributions, benefits, claims, commission, payroll services, and form completion. Facilitate data clean-up of clients’ member balances, fund balances, and personal information. Ensure onboarding of new clients and sponsors within stipulated turnaround times, including timely delivery of policy documents and deeds of adherence. Ensure customer data quality and compliance through validation and verification during onboarding. Maintain and manage the integrity of all scheme transactions, documentary support, and scheme fund statements. Support preparation of financial statements and regulatory compliance reporting for pension schemes under Britam as an approved issuer. Develop and maintain Python scripts to automate data processing tasks such as reconciliation and exception reporting. Build and maintain Power BI dashboards to provide real-time visibility into operational KPIs, transaction volumes, suspense balances, and turnaround times. Conduct data quality analysis to identify and remediate errors, duplicates, and inconsistencies across member and scheme records. Prepare structured data reports using Excel and Python to support regulatory submissions and internal audits. Resolve CRM requests within set service level agreements. Perform any other duties as may be assigned by the line manager from time to time.

REQUIRED SKILLS

Presentation preparation and editing (Microsoft PowerPoint), Customer service, Office administration, management, Handling claims

REQUIRED EDUCATION

Bachelor's degree