Job Purpose
The
role is responsible for ensuring effective administration, financial
management, and regulatory compliance of pension schemes in line with statutory
and company requirements. It involves managing client onboarding, maintaining
accurate member records and scheme data, processing contract endorsements, and
supporting the preparation of financial statements, valuations, and scheme
reports. The role also ensures timely filing of regulatory returns, tax
obligations, and RBA levies, while maintaining the integrity of scheme
transactions and documentation. Additionally, the position supports trustees
through financial reporting, audit coordination, and participation in Board of
Trustees meetings and AGMs.
Responsibilities
- Ensure compliance of the pension schemes in line with both statutory
and company policies.
- Ensure on boarding of new clients and sponsors within stipulated
timelines and as per the company compliance requirements and ensure timely
delivery of policy documents and deed of adherence to the customers within
Tats.
- Processing Endorsement change requests to insurance contracts while
adhering to set procedures and guideline
- Facilitate continuous data clean-up of clients’ personal
information.
- Ensure customer data quality and compliance through validation and
Verification of customer data through lines of business during on boarding
- Present audited scheme accounts during clients’ Board of Trustee
meetings / AGM.
- Assist in the preparation of Deposit Administration monthly
valuation data
- Assist in preparation and filing of Scheme Financial Statements
- Prepare and file income tax returns and RBA levies within the
stipulated deadlines
- Maintain and manage the integrity of all scheme transactions,
documentary support and maintenance of scheme fund statements
- File scheme Returns of Contributions and investment returns
with the Retirement Benefits Authority within stipulated deadlines
- Carry out regular Pension account reconciliations of members and
scheme balances.
Qualifications:
- Bachelor’s degree in Accounting, Finance, or related field.
Professional Qualifications
- Professional qualification CPA, ACCA, or equivalent, often with
specialized pension training.
- At least 5 years of relevant experience
- Knowledge of RBA Regulations
- Knowledge of pension Taxation Law.
- Proficiency in MS Excel and accounting systems (e.g.,
- Dynamics 365, SAP).
How to Apply
