Pension Operations Assistant at Britam

Britam Holdings Plc is a leading diversified financial services group with operations across seven African countries providing a range of products including life and health insurance, pensions, asset management, banking services, and property development.

Pension Operations Assistant

Job Purpose:
To support the Pension Operations division by undertaking pension administration, data management, payment processing, and compliance activities across Revenue recognition, Payments, and Fund Accounting & Compliance functions. The role holder will leverage data analytics and technology skills to drive operational efficiency and data integrity in support of the business unit plan.

Key responsibilities:

• Receipt pension contributions and post member contributions for pension SME schemes.
• Assist with contribution reconciliation projects and process refunds for unexpected or erroneous remittances.
• Manage suspense accounts across pension revenue and payment accounts, liaising with resolution owners to ensure timely updates.
• Maintain accurate records of contributing members, including policy status (Active, Deferred, Dormant, Withdrawn, etc.).
• Review and validate member balances prior to processing any payments.
• Process payment transactions on the administration system and through other approved channels, ensuring accurate capture of member bank details.
• Update and reconcile all pension payment transactions on a daily and monthly basis.
• Respond to internal and external pension inquiries relating to contributions, benefits, claims, commission, payroll services, and form completion.
• Facilitate data clean-up of clients’ member balances, fund balances, and personal information.
• Ensure onboarding of new clients and sponsors within stipulated turnaround times, including timely delivery of policy documents and deeds of adherence.
• Ensure customer data quality and compliance through validation and verification during onboarding.
• Maintain and manage the integrity of all scheme transactions, documentary support, and scheme fund statements.
• Support preparation of financial statements and regulatory compliance reporting for pension schemes under Britam as an approved issuer.
• Develop and maintain Python scripts to automate data processing tasks such as reconciliation and exception reporting.
• Build and maintain Power BI dashboards to provide real-time visibility into operational KPIs, transaction volumes, suspense balances, and turnaround times.
• Conduct data quality analysis to identify and remediate errors, duplicates, and inconsistencies across member and scheme records.
• Prepare structured data reports using Excel and Python to support regulatory submissions and internal audits.
• Resolve CRM requests within set service level agreements.
• Perform any other duties as may be assigned by the line manager from time to time.

Knowledge, experience and qualifications required:

• Bachelor’s degree in a business-related field, including but not limited to: Statistics, BBIT, Accounting, Finance, Actuarial Science, Economics, or related discipline.
• Proficiency in Microsoft Excel for data analysis, reporting, and reconciliation.
• Demonstrated ability in data analytics, including structuring, cleaning, and interpreting large datasets.
• Attention to detail and accuracy in processing financial and member data.
• Ability to write and maintain Python scripts for data processing, automation, and analysis.
• Proficiency in building and maintaining interactive dashboards and reports using Power BI.
• Ability to identify data quality issues and implement systematic clean-up solutions at scale.
• Demonstrable experience or strong interest in using technology to streamline manual processes.

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