Job Ref. No. JAML057
Role
Purpose
The Intern –
Fund Administration will provide operational and
administrative support in the onboarding of new clients. The role involves
assisting with documentation, KYC checks, data entry, and ensuring accurate
record-keeping. This is a great opportunity for a motivated individual seeking
to build a career in client services within the financial services industry.
Main Responsibilities
Operational
- Assist in managing the onboarding process for
new clients, including account opening, KYC verification, and
documentation.
- Ensure accurate and timely data entry into
client management systems.
- Assist to liaise with compliance, operations,
and relationship management teams to ensure smooth onboarding.
- Monitor client account setup progress and
resolve any delays or issues.
- Maintain up-to-date records of onboarding
activities in line with internal policies and regulatory requirements.
Strategy
- Support initiatives to streamline and enhance
the client onboarding process.
- Provide feedback on client needs and service
gaps to improve operational efficiency.
- Contribute to the implementation of digital
onboarding solutions.
Corporate
Governance
- Ensure adherence to regulatory guidelines,
AML/KYC requirements, and company policies.
- Support internal and external audits by
providing accurate onboarding records.
- Identify and escalate potential risks in
onboarding processes.
People
and Culture
- Collaborate with colleagues across teams to
deliver excellent client service.
- Uphold Jubilee’s values by fostering a
client-centric culture.
- Support knowledge-sharing and contribute to
continuous improvement in onboarding practices.
Key
Competencies
- Client-focused mindset with strong service
orientation.
- High level of integrity and confidentiality.
- Teamwork and collaboration.
- Adaptability and flexibility in handling
multiple tasks.
- Strong work ethic and accountability.
Qualifications
Bachelor’s
degree in Business Administration, Finance, Economics, or a related field.
Relevant
Experience
- Experience in client services, operations, or
onboarding within the financial services or asset management sector.
- Internship experience in a financial institution
will be an added advantage.
How to Apply
If you
are qualified and seeking an exciting new challenge, please apply via recruitment@jubileekenya.com quoting
the Job Reference Number and Position by 29th August 2025.
Only
shortlisted candidates will be contacted.
