Intern- Fund Administration at Jubilee Insurance

• We currently have an exciting career opportunity for the role Intern- Fund Administration within Jubilee Asset Management Limited. The position holder will report directly to the Assistant Manager-Fund Administration. The role will be based at our Head Office in Nairobi.

• The Client Services Assistant 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• Bachelor’s degree in Business Administration, Finance, Economics, or a related field.

• 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.

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