Old Mutual Kenya is based in Nairobi and is part of a larger group that offers solutions in long-term savings, asset management and investment. We offer solutions to individuals and corporates underpinned by our core values which are: Respect, Integrity, Accountability and Pushing beyond boundaries.
KEY TASKS AND RESPONSIBILITIES
Operational Efficiency
- Manage time, tasks and outputs to meet predetermined requirements, task cycle times and/or work deadlines.
- Follows standardised processes, provides administrative support, delivers on daily production standards and adheres to service and quality standards in order to deliver on:
- Daily processing of instructions and raw data into Hiport (cash entries, investments and settlements).
- Preparation and timely dispatch of investment & withdrawal instructions to the various Custodians.
- Daily Unit Trust pricing.
- Daily cash account reconciliations.
- Daily unit reconciliation between Hiport & Retail System
- Month asset recon for custodian accounts
- Queries management.
- Relationship building by:
- Providing telephonic and face-to-face service to internal & external stakeholders.
- Managing the relationship with other departments.
- Implement and adhere to internal processes.
- Monitor system performance and recommend modifications so that the unit can take best advantage of information systems technology to meet the unit’s goals and objectives.
- Take up and deliver on any other activities/projects that may be delegated by management.
Risk Management, Internal Governance and Compliance
- Escalate risks/control breaks to management when identified.
- Assist in management of those risk/control breaks.
- Assist in audit management process as required by manager.
- Compliance to all regulatory requirements and internal policies
Financial Management
- Assist in management of unit’s budget by avoiding wastage of resources and managing own expenses.
Requirements
SKILLS AND COMPETENCIES
- Good communication skills (written & oral).
- Computer literacy is essential.
- Excellent Computer packages knowledge.
- Good assessment, analytical and problem-solving skills
- Ability to interact at all levels.
- Financial management & report writing skills.
- Proven planning, co-ordination and time management skills
- Business Awareness
- Attention to detail
KNOWLEDGE & EXPERIENCE & QUALIFICATIONS
- At least 2 years’ relevant experience.
- Knowledge of financial service operations
- Technical Knowledge – product, process and KYC/AML compliance requirements knowledge.
- Proficiency in the core Business Systems.
- Business related Degree
