Britam is a leading diversified financial services group, listed on the Nairobi Securities Exchange. The group has interests across the Eastern and Southern Africa region, with operations in Kenya, Uganda, Tanzania, Rwanda, South Sudan, Mozambique and Malawi. The group offers a wide range of financial products and services in Insurance, Asset management, Ban...

Responsibilities or duties

• Assist in processing client transactions including subscriptions, redemptions, switches, and transfers in accordance with internal policies, procedures, and SLA timelines.
• Support daily reconciliations of client cash and units, escalating exceptions for timely resolution.
• Capture, update, and maintain accurate client data across operational systems and records.
• Support monitoring of suspense accounts, assisting with allocations and ageing follow-ups.
• Assist in preparing routine operational reports for internal review and regulatory support.
• Liaise with internal teams (client service, finance, fund management) to support resolution of operational queries.
• Adherent to operational controls, risk management procedures, and compliance requirements.
• Participate in process reviews, system testing, and automation initiatives as assigned.
• Maintain proper documentation, filing, and audit trails for all processed transactions.

Qualifications or requirements (e.g., education, skills)

• Bachelor’s degree in finance, Accounting, Economics, Business Administration, or a related field.
• Progress toward a professional qualification (CFA, CPA) is an added advantage.
• Basic understanding of investment products, operational processes, and regulatory requirements, with willingness to learn.

Experience needed

0–1 year experience in banking, asset management, financial services, or an operations environment (internship or attachment acceptable).

• Assist in processing client transactions including subscriptions, redemptions, switches, and transfers in accordance with internal policies, procedures, and SLA timelines.
• Support daily reconciliations of client cash and units, escalating exceptions for timely resolution.
• Capture, update, and maintain accurate client data across operational systems and records.
• Support monitoring of suspense accounts, assisting with allocations and ageing follow-ups.
• Assist in preparing routine operational reports for internal review and regulatory support.
• Liaise with internal teams (client service, finance, fund management) to support resolution of operational queries.
• Adherent to operational controls, risk management procedures, and compliance requirements.
• Participate in process reviews, system testing, and automation initiatives as assigned.
• Maintain proper documentation, filing, and audit trails for all processed transactions.

• Basic understanding of investment products, operational processes, and regulatory requirements, with willingness to learn.

• Bachelor’s degree in finance, Accounting, Economics, Business Administration, or a related field.
• Progress toward a professional qualification (CFA, CPA) is an added advantage.