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About the Organisation
Britam is a leading diversified financial services group in East Africa offering a wide range of financial products and services including life, health, and general insurance, asset management, retirement planning, property, and banking services. The Group is committed to providing innovative financial solutions and exceptional customer service to meet its clients' evolving needs.
Trust Operations Support Assistant job at Britam | Apply Now
Nairobi, Kenya
Are you looking for Administrative jobs in Kenya 2025 today? then you might be interested in Trust Operations Support Assistant job at Britam
Full Time
Deadline:
31 May 2025
Job Title
Trust Operations Support Assistant job at Britam
Britam
Job Description
The role involves handling trust administration processes, participating in the development of operational systems and customer portals, maintaining client records, ensuring statutory compliance, and providing high-quality client service. The Trust Operations Support Assistant will collaborate closely with Business Development teams, support lead generation and conversion, manage trust documentation, address client queries, and contribute to ongoing process improvements and trust business retention initiatives.
Duties, Roles and Responsibilities
Qualifications, Education and Competencies
See all details of the qualifications, competencies and education for this role under the "How to Apply" section below.
ONLINE APPLICATION ONLY!
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How to Apply
Handle trust administration processes and client relationship management.
Participate in designing and implementing customer portals, apps, and operational systems to streamline operations.
Provide input on operational improvements and participate in the development of departmental processes and controls.
Assist in onboarding and setting up trusts for new clients and manage aftersales correspondence.
Support new lead generation and conversion of sales opportunities.
Maintain and organize files and records for trusts in both the Document Management System (DMS) and physical storage.
Ensure compliance with statutory requirements and Britam’s business policies for trust services.
Serve as the primary point of contact for trust clients, addressing queries and coordinating trust account activities.
Handle customer complaints and trust inquiries efficiently to maintain high customer service standards.
Participate in trust business retention initiatives.
Provide business support to intermediaries, trust partners, and Business Development teams.
Perform other duties as assigned by the business.
SERVICES
COMMERCIAL
SERVICES
INDUSTRIAL
SERVICES
RESIDENTIAL
Minimum Qualifications:
Bachelor’s degree, preferably in a business-related field.
Professional qualification in Insurance and Pensions (TDPK, CoP, ACII, IIK).
Experience:
2-3 years of relevant experience in the insurance industry.
Knowledge and experience in trust fund management will be an added advantage.
Key Competencies:
Strong administrative and organizational skills.
Excellent communication and interpersonal skills.
Ability to handle multiple tasks efficiently and maintain client satisfaction.
Understanding of operational systems related to trust services.
