Vacancies at Britam

Job purpose:

Responsible for facilitating efficient client administration and document management. The jobholder is responsible for client correspondences, data capture and document management to ensure efficiency, timeliness and effective client servicing.

Key responsibilities:

• Portfolio Administration and Valuation. Review and posting of incomes and validation checks.
• Cash reconciliations - Custodian and Fund Manager daily reconciliations.
• Regulatory reporting (CMA, RBA and trustees), property distribution notices.
• Review email and post statements and the contract notes and receipts on weekly basis.
• Review of account opening, edit of data in the system and all data capture for accuracy, integrity, timeliness and risk management.
• Benchmark analysis reports (Extracting numbers from different sources).
• Support BAM UG as per the hub and spoke model.
• Delegated Authority: As per the approved Delegated Authority Matrix.

Key Performance Measures:
As described in your Personal Score Card.

Knowledge, experience and qualifications required

• Bachelor’s degree in a business related field.
• 4-6 years’ experience in a similar position.
• Professional certification in accounting (CPA part 2).

Technical/ Functional competencies:

• Analytical business and investment appraisal Skills: Keen to detail and able to interpret fund managers investment.
• Have a good understanding of all investment classes functions.
• Industry knowledge: Candid knowledge of the financial markets and sufficient technical, business and process knowledge relative to the investment industry.
• Technology Skills: Computer literate with proficiency in computerized applicable systems. Knowledge in fund management systems an added advantage.
• Report writing skills.

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Job Purpose:

• The job holder will be responsible for management of the trust business operations.
• Overall oversight of the trust business and ensuring retention.
• Overseeing the activities relating to claims settlement as well as ensuring effective and efficient processing and settlement of claims so as to meet customer and company corporate objectives.

Key responsibilities:

• Lead on strategic planning and to develop a strategic plan, long-term vision for Britam Trust.
• Manage the trust administration process as well as clients’ relationship management.
• Design and implement operational system to streamline operations and maximize revenue and shareholder interest.
• Provide full spectrum of trusts setup including incorporation and review of trust documents, etc.
• Provide input to strategic decisions that affect the functional area of responsibility.
• Drafting and reviewing trust deeds and various related trust documents.
• To make recommendations to the Management Board for the improved and ongoing Governance of the Trust.
• Participate and contribute to ongoing development of Trust department structures, processes and controls.
• Assist in setting up trust or entity structures for new clients, working closely with Business Development resources and onboarding team to convert new opportunities.
• Undertake marketing meetings with potential clients and intermediaries.
• Develop new intermediary relationships and nurture existing relationships to ensure continued inflow of requests for proposals.
• Track all meetings and intermediary dealings in Salesforce.
• Responsible for new lead sales opportunities generation.
• Contribute to the development of the business and its profitability both by maximizing revenue from existing Britam clients and seeking to win new business/clients.
• Identifying any legal, investment or tax issues in relation to trusts. 
• Maintenance of files and records at trusts’, including safe keeping of original documents and retained mails, where applicable.
• Ensure compliance with all statutory requirements for the Trust Fund.
• Act as point of contact for clients, liaise with clients on the administration of trust and to attend to client queries, coordinate trust account activities, carry out trust functions.
• Ensuring customer complaints and other enquiries are handled speedily and effectively to ensure customer satisfaction in line within set SLAs.
• Give input into developing the budget.
• Provide effective leadership, direction and staff supervision 
• Ensuring timely generation of all relevant reports on all entity activities from time to time and effectively communicating the same to the respective manager(s).
• Recommend and submit new business proposals for management approval.
• Own and agree corrective action items with the Internal Audit and Risk Management for items related to the Trust. 
• Review and sign-off of accounts, board papers, management reports and other team deliverables.
• Liaising with investment managers concerning performance, valuations, statements and advices.
• Delegated Authority: As per the approved Delegated Authority Matrix.

Key Performance Measures:

• Revenue generation and business growth.
• Customer retention through high customer satisfaction with customer-facing operations.
• Decrease in operational costs.
• System improvement and automation of routine tasks.

Knowledge, experience and qualifications required

• Degree in Business Administration, Law, Accounting or related disciplines with professional qualification in Society of Trust and Estate Practitioners (STEP).
• Professional qualification in related studies. 
• 7- 10 years’ experience in insurance, bank or professional services provider; 3-4 of which should be in a managerial capacity.
• Extensive network in legal, taxation and trust area.
• Self-motivated, attention to details and customer service orientated.
• Good relationship management, communication, interpersonal and analytical skills.
• Significant experience in stakeholder management and working with various teams to ensure segment strategies are achieved. 
• Knowledge of insurance regulatory requirements.
• Knowledge of insurance products.