Pension Administrative Assistant at Madison Group Limited

Key Responsibilities

• Assist in onboarding new members and updating scheme records and member data.
• Process contributions and prepare schedules for allocation and posting.
• Compute and prepare standard benefit withdrawal and refund requests for review and approval.
• Prepare and update member statements and fund summaries under guidance.
• Organize scheme files, trust documents and support materials for audits and AGMs.
• Assist in maintaining physical and electronic filing systems in accordance with departmental policy draft standard responses to client queries and maintain call/email logs.
• Assist in generating periodic reports such as production summaries and claim projections.
• Support user acceptance testing during system changes and document results.
• Track and flag missing compliance data or late remittances for follow-up.

Academic and Professional Qualifications required

• Bachelor’s degree in Economics, Insurance, Actuarial Science, Statistics, Mathematics, or a related discipline.
• 1–2 years’ experience in pension administration, customer service, or financial operations will be an added advantage.
• Basic understanding of the Retirement Benefits Act and pension scheme operations in Kenya.
• Proficiency in Microsoft Office, especially Excel and Word.

Key Competencies

• Attention to detail and accuracy in data processing.
• Strong written and verbal communication skills.
• Good organizational and time management abilities.
• Proactive, eager to learn, and willing to support team objectives.
• Willingness to learn pension operations and regulations under minimal supervision.
• Professional conduct, discretion, and reliability.