Job Openings at Zimele Asset Management Company Limited

Job Description

• The accountant at Zimele will be responsible for overseeing the company’s accounting operations, reconciling member accounts, monitoring cash flows and ensuring compliance with RBA and CMA regulations and internal controls

What You Will Do

• Prepare and analyze monthly, quarterly and annual financial statements, including balance sheets, income statements and cash flow statements, to the required level of accuracy and standard.
• Manage general ledger functions, post and review journal entries, and promptly investigate and resolve account discrepancies.
• Prepare cash balancing, vault and teller reconciliations, cash difference reports, transaction reversals and exception monitoring within the approved segregation of duties framework.
• Coordinate with internal and external auditors, prepare comprehensive audit files and support tax compliance processes.
• Assist the Head of Operations in financial forecasting, budget variance analysis and departmental budget monitoring.
• Evaluate and improve accounting procedures to strengthen internal controls and enhance operational efficiency within the company.
• Ensure strict adherence to applicable IFRS, SASRA requirements and the Society%u2019s accounting policies.
• Prepare periodic management reports and reconciliation schedules for review by the senior management and board.

Qualifications

• Bachelor's degree in a business-related field with a specialization in Accounting or Finance from a recognized university.
• Holder of CPA K
• At least two (2) years of progressive accounting experience in a similar role, preferably within a, microfinance institution or regulated financial environment.
• Proficiency in Microsoft Excel and working knowledge of ERP or accounting software such as SAP, Oracle, QuickBooks or equivalent systems.
• Knowledge of IFRS and financial statement preparation, including month-end and year-end closing processes.
• Strong analytical thinking and numerical accuracy, with a keen eye for detail.
• Effective supervisory and mentoring skills, excellent written and verbal communication skills, and a high level of professional integrity and reliability.

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Job Description

• As our receptionist, you will be the first point of contact for clients, visitors and callers. We are looking for a professional, friendly and well-organized person who represents the company well and keeps the front office running smoothly.

What You Will Do

• Greet and assist clients, visitors, and staff in a friendly and professional manner.
• Answer, screen, and direct incoming calls to appropriate departments.
• Ensure all visitors sign in and are provided with necessary guidance.
• Handle office correspondence, including emails, mail, and deliveries.
• Maintain confidential financial documents and files as per company policy.
• Maintain and update client and office records using company software
• Ensure that all financial documents are filed accurately and securely.
• Assist with data entry tasks and maintain databases related to financial transactions.
• Liaise with clients and stakeholders as required, providing assistance and ensuring prompt responses to queries.
• Assist with coordinating appointments for financial advisors and clients.
• Support the customer service department together with other departments with administrative tasks as needed.
• Perform any other duties assigned to you within your capabilities and expertise.

Qualifications

• A degree in Business, Marketing, Communications or a related field
• 1 year experience in office administration or receptionist role, preferably in a financial services environment
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Knowledge of office management systems and procedures.
• Familiarity with financial document management practices is a plus
• Exceptional customer service and communication skills
• Ability to multitask, prioritize, and work efficiently in a fast-paced environment.
• Strong organizational skills and attention to detail.

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Job Description

• We are looking for a motivated Pensions Marketer to grow our pension business by winning new schemes and members, strengthening relationships with sponsors and intermediaries, and raising awareness of the importance of retirement saving.

What You Will Do

• Identify, pitch to and onboard employers, trustees and sponsors for occupational, umbrella and individual pension products.
• Meet agreed targets for new schemes, members and assets under management.
• Build and maintain relationships with scheme sponsors, trustees, brokers, consultants and HR/finance decision-makers.
• Collaborate with the marketing team to plan marketing campaigns across digital, social, email and print channels.
• Organize and deliver employer seminars, member education sessions and industry events.
• Prepare proposals, presentations, brochures, web content and member communications.
• Monitor competitors, pricing, market trends and RBA regulatory developments, and advise on product positioning.
• Ensure all marketing materials and client communications comply with RBA and CMA requirements.
• Work with the investment, pension administration and customer service teams to ensure a smooth client experience.
• Track leads, conversions and campaign performance, and submit regular reports.

Qualifications

• Bachelors degree in Marketing, Business, Finance, Economics, Actuarial Science or a related field.
• Familiarity with the RBA and CMA regulatory environment, particularly rules on marketing and member communications.
• Good understanding of Kenyas retirement benefits sector and the RBA regulatory framework.
• A track record of meeting sales or acquisition targets.
• A relevant professional qualification (e.g. CIM, or a pensions or investment certification) is an added advantage.

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Job Description

• We are looking for a Customer Service Executive to be the day-to-day link between our clients and the company. You will handle enquiries and requests from unit trust investors and pension scheme members, resolve issues quickly, and make sure every client has a positive experience.

What You Will Do

• Respond to client enquiries by phone, email, walk-in and other channels in a timely, accurate and courteous way.
• Explain Zimele's unit trust and pension products, processes and requirements to clients.
• Assist clients with account opening, KYC documentation, contributions, withdrawals, switches and statement requests.
• Process client instructions accurately and coordinate with the operations, pension administration and finance teams.
• Log, track and resolve complaints within agreed timelines, escalating complex cases where necessary.
• Keep client records and the CRM system accurate and up to date.
• Verify client identity before sharing information and protect client confidentiality at all times.
• Follow up with clients to confirm their issues are resolved and gather feedback.
• Identify service gaps and recurring issues and recommend improvements.
• Ensure all client interactions and records comply with RBA, CMA and data protection requirements.
• Prepare regular reports on enquiries, complaints and turnaround times.

Qualifications

• Bachelors degree in Business Administration, Marketing, Finance, Customer Service or a related field.
• Proficiency in MS Office and CRM or customer management systems
• Fluency in English and Kiswahili, written and spoken.
• Excellent communication and active listening skills
• Strong problem-solving and complaint-handling ability
• Integrity and discretion with confidential information
• Ability to explain financial products simply to non-specialists