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status (Active, Deferred, Dormant, Withdrawn, etc.).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.
How to Apply
