Job Summary
| Category: | Technology | Entry Experience: | 3 years |
|---|---|---|---|
| Job Type: | Full time | Positions: | 1 |
| Min Qualification: | Bachelor | Salary: | Undisclosed |
| Entry Level: | Mid level | Date Posted: | Apr 20, 2023 |
| Location: | Nairobi | Apply Before: | Apr 25, 2023 |
| Views: | Days Remaining: | 1006 days elapsed |
Brief About Employer
SANLAM INVESTMENTS EAST AFRICA (SIEA)
Sanlam Investments East Africa (SIEA) is a leading fund manager in the region and has a strong record of accomplishment in service delivery and performance,with over KShs 230 billion (approximately US$ 2.3 billion) in assets under management. SIEA is part of the Sanlam Group, through its subsidiary Sanlam Emerging Markets.
Job Description
Key responsibilities:
- Responsible for accurately processing high volume and high value transactions from clients or relationship/client management/distribution teams.
- Handle unit trust operations i.e. processing unit purchases, repurchases, transfers and switches
- Provide support and preparation of daily, monthly and periodic care reports for management.
- Ensure that daily processing and control procedures are competed, documented and properly recorded.
- Work proactively with partners confirm instruction orders/resolve issues and discrepancies.
- Daily reconciliations for units and cash
- Support review of interest, agents’ commissions computations and preparing relevant reports.
- Preparation of WHT schedules.
- Maintain accurate records of partnership activity, including leads, contact information, and other pertinent details.
- Work with unit trust operations and distribution teams to develop operations that promote the partnership’s offerings.
- Manage all aspects of testing, including identifying potential changes, developing workplans and flows for partnership offerings.
- Manage internal documents to record and track project flow.
- Coordinating meetings such as service level meetings, update meetings to ensure positive support and relations with our partners.
Technical/ Functional competencies:
- Ability to work cross-functionally and to manage multiple projects simultaneously to meet set goals.
- Must have a Unit Trust operations and process background.
- Ability to evaluate the economic and strategic cost-benefit of partnerships.
- Competency with mobile technologies and systems
- Demonstrates outstanding written and verbal communication skills.
- Highly organized, cultivates networks and ability to work in fast passed environments.
Minimum Qualifications and Experience
- A Bachelor's degree in any business or IT related field from a recognized university
- Professional certification in Project Management and or IT will be an added advantage.
- At least 3 years' relevant experience
How to Apply
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