JOB PURPOSE
The Job holder will be responsible for preparation of timely and accurate reconciliations; accounting and administrative tasks and safe keeping of records at the intermediary.
KEY RESPONSIBILTIES
Finance & Accounting
Bancassurance operations
Risk Management
Customer experience
MAIN ACTIVITIES
Finance & Accounting
Receipting of premiums received and allocating them to the relevant clients.
Generating of payment schedules to underwriters.
Updating of financial records and schedules on a daily basis, fact checks, and resolving discrepancies.
Participate in preparation of financial reports and assisting with year-end audits and other reviews by providing relevant schedules and documents.
Generate and share client statements.
Provide recommendations for improving procedures and systems for initiating corrective actions.
Operations
To maintain spreadsheets for monitoring and analyzing accounting data and preparing financial reports.
To assist in enforcing credit control and debt collection.
Maintain postdated cheque register and ensure banking of cheques held is done on the due date.
Maintain the DDA register and ensure reports are accurate where the DDA clears and Doesn’t clear.
Maintain a comprehensive filing system for all financial records and documents.
Manage day to day operations of the accounts department.
Correcting and modifying inaccurate files and records.
Risk and Compliance
Ensure compliance with both external and internal regulatory requirements and the approved Standard Operating Procedures (SOPs).
Assist in identifying risks facing the Agency and any remedial actions that can be undertaken to mitigate the risks.
Provide recommendations for improving procedures and systems for initiating corrective actions.
Customer Service
To communicate and liaise with clients, vendors and branches and assist in handling finance related communications
Ensure high end customer service and all queries are attended to as per the stipulated TAT & SLA.
DECISION MAKING AUTHORITY
The role is highly guided by Policies and Procedures;
Decision on work scheduling.
ACADEMIC BACKGROUND
University degree or above in a relevant business discipline e.g. business administration or finance.
Master’s degree will be an added advantage.
WORK EXPERIENCE
At least 2 years’ experience in banking.
At least 1 year in insurance, preferably in Bancassurance
SKILLS & COMPETENCIES
Effective communicator with excellent interpersonal and motivational skills;
Excellent customer service, client relationship management, communication, negotiation, problem solving and interpersonal skills;
Sense of judgement and common sense with both qualitative and quantitative tools to provide sound and comprehensive analysis/evaluation on complex credit applications;
Excellent with numbers and MS Excel proficiency.
PROFESSIONAL CERTIFICATION
Certified Public Accountant (CPA) – Minimum Section 2
Other accounting certifications will be an added advantage
HOW TO APPLY
Fill in the application form below or;
Send your application to jobs@sidianbank.co.ke
go to method of application »
Use the link(s) below to apply on company website. HOW TO APPLY
Apply via :
jobs@sidianbank.co.ke
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