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Role Purpose
The Retail Administration Officer will provide essential administrative and operational support to ensure the smooth functioning of the Mombasa branch’s retail operations. The role involves onboarding Dedicated Financial Advisors (DFAs), managing branch inventories, assisting walk-in clients, and maintaining accurate data for commission payments. The role holder will play a key role in enhancing operational efficiency and supporting the branch’s retail distribution objectives.
Main Responsibilities
Operational Efficiency
- Identify opportunities to streamline administrative processes and improve workflow within the branch.
- Support the Branch Manager in implementing strategies to enhance retail operations and advisor productivity.
- Leverage digital tools to improve data management and client service delivery.
Reporting & Record-Keeping
- Prepare periodic reports on inventory status, advisor onboarding progress, and client interactions for review by the Branch Manager.
- Ensure all administrative records comply with company policies and regulatory requirements.
- Provide data-driven insights to support decision-making and operational planning.
Advisor Onboarding & Support
- Facilitate the onboarding process for Dedicated Financial Advisors (DFAs), ensuring all required documentation is completed accurately and submitted on time.
- Provide ongoing administrative support to DFAs and Independent Financial Advisors (IFAs), addressing their operational needs and queries.
- Coordinate training schedules and resources for new advisors in collaboration with the Unit Manager.
