Fund Administrator– Creations (CICAM) at CIC Insurance

PURPOSE

The role of the fund administrator – creations, is to provide accountability for day to day on boarding process of new accounts and maintain existing member accounts. The role will deliver operational effectiveness ensuring accuracy in data capturing, correct data handling, prompt account creation, seamless account creation process, TAT on client creation excellent client experience at first touch point.

PRIMARY RESPONSIBILITIES:

• Responsible for reviewing new accounts opening documents as per requirements list
• Responsible for confirming accuracy of member data captured
• Review and follow up on source of funds documents from customers
• Provide delivery of seamless customer service through maintenance of accurate data records.
• Receive and respond to general enquiries from customers and agents in regards to account opening
• Responsible for Confirming change of static data as provided
• Manage calls and complaints on all account opening matters
• Maintain high service standard levels by maintaining a seamless customer onboarding process.
• Lead, direct and develop a high performing account opening team
• Responsible for maintaining accurate customer data records

 PERSON SPECIFICATIONS

Academic Qualifications

• Degree in Business, Marketing, Finance, Banking or Economics or its equivalent from a recognized institution

Professional Qualifications

• Part qualification in relevant professional field (added advantage)

Experience

• Up to two (5) years’ relevant experience

 Skills and Attributes

• Excellent communication and presentation skills
• Problem solving skills
• Excellent interpersonal skills
• Good analytical skills
• Computer literate in MS Office and other office applications
• Understanding of the working environment /competitors
• Technical competence in asset management operations