Accounts Assistant
(1 Position)
Key Responsibilities to this Position
(1 Position)
Key Responsibilities to this Position
- Maintain proper accounting records:
- Teller’s duties
- Monthly Bank Reconciliations
- Cheque clearing through bank receipt control and the necessary reconciliations
- Reconciliation of all FOSA control/service accounts
- Preparing all the receipted FOSA cheques for banking.
- Carry out daily/monthly ATM settlement account reconciliations
- Posting of FOSA savings from BOSA unit remittances
- Update and clear the internal standing orders;
- Receiving all the incoming cheques and forwarding the same to tellers for receipting.
- Processing of all FOSA loans/advances and recoveries
- Generating loan reports e.g. loans issued, performing and non- performing, defaulters, recoveries etc.
- Processing all outgoing payments, e.g EFTs, cheques, standing orders , M-PESA B2C etc.
- Relief the customer care officer/assistant accountant
Minimum Qualifications and Attributes
- CPA II, ACCA Level II, CIA
- Certificate of good conduct
- 3 years experience at the same level in a financial institution
- Good analytical, communication, organizational and interpersonal skills
- High degree of integrity
- Track record of good management and develop¬ment skills.
- Knowledge of computerized accounting systems
Procurement Officer
(1 Position)
Key Responsibilities to this Position
(1 Position)
Key Responsibilities to this Position
- Compile annual procurement needs based on needs of the Sacco’s departments.
- Ensure that all procurements to be made by the Sacco are within the budget.
- Ensure proper record of all procurement transactions, minutes and activities.
- Liaison with pre-qualified suppliers to ensure efficient procurements of goods and services.
- Acting as a secretariat to the procurement committee and implementing the decisions of the procurement committee i.e Supporting the functions of the procurement committee and taking of minutes in all procurement committee meetings of the Sacco
- Ensure that all procurement processes of the Sacco adhere to the Procurement and Disposal Act, the Rules, the Sacco’s Policies and procedures and advise the HR and Administration Manager accordingly.
- Advise the HR and Administration Manager on new changes in the market regarding procurement.
- Managing all procurement or disposal activities of the Society.
- Monitoring contract management by user departments to ensure implementation of contracts in accordance with the terms and conditions of the contracts.
- Coordinating advertising of procurement and disposal opportunities.
- Maintaining and archiving records of the procurement and disposal record for the required period
- Preparing and submitting reports required under the Regulations to the Authority.
- Issuing bidding documents to candidates, coordinating the evaluation of bids.
- Maintaining prequalified suppliers lists
- Coordinating internal monitoring and evaluation of the supply chain function.
- Carrying out market survey prior to placing of orders or adjudication by the procurement committee.
- Conducting periodic and annual stock taking.
- Certifying invoices and coordinating payment to suppliers.
- Minimum Qualifications and Attributes
- Diploma in procurement.
- Minimum 3 years experience in procurement.
- Membership to a procurement professional association.
- Have excellent analytical and communication skills.
- High integrity
- Basic accounting knowledge.
- Basic computer knowledge.
- Team player.
- Able to work with minimal supervision.
- Possess a certificate of Good conduct.
Customer Care Officer
(1 Position)
Key Responsibilities
(1 Position)
Key Responsibilities
- Members/customers – ensure members /customers receive delightful and quick service.
- Account advice – advising members on all matters relating to, application for membership, savings, loan qualification, account balances, withdrawals, next of kin, housing, FOSA account opening, salary processing, and any other that relates to members.
- Emails monitoring – ensuring all info mails have been forwarded to the respective officers and have been responded to appropriately.
- Queries monitoring – capturing all BOSA queries received through personal visits, letters and/calls and ensuring they are responded to appropriately and within 2 working days from receipt date.
- Withdrawals – reduce member withdrawals. Facilitation of members retention in the Sacco.
- Information gathering – by use of questionnaire on member preferences/needs for purposes of new products/ product features proposal
- Analyzing the results of the questionnaires every month and prepare a report to the Marketing Manager for final proposal.
- Feedback – facilitate members completion of the feedback sheets after service.
- Analyze the information on the sheets at the end of every month and prepare a report to the Marketing Manager for final proposal.
- Campaigns – FOSA campaigns to sensitize institutions and members on FOSA. Deliverable: recruit at least 2 institutions and 5 members every month on processing salaries and opening accounts in FOSA.
- Cheque issuing – receive, register and issue all cheques as per requirement.
- Ensure cheques are dispatched within 2 working days on receipt from the concerned department. Effective distribution of information/cheques.
- No cheques should be held for more than one week unless with reasons.
- Information – ensure that all info emails are forwarded within four hours from receipt time during working days and that they are responded to within 2 working days.
- Ensure accuracy of information provided to members at all times.
- Handle requests in a professional, prompt and efficient manner.
- Perform all duties in line with the practices and policies of the Society.
Minimum Qualification & Attributes
- Diploma in customer care/ marketing/administration/ Public relations/ international relations. (Higher Diploma is an added advantage.)
- Minimum 3 years working experience in service industry.
- Good knowledge of customer care and delivery of good services.
- Knowledge of accounting, credit and lending principles and basic computer knowlege.
- Knowledge of SACCO practices and legal requirement.
- Work accurately with numbers and perform basic mathematical calculations.
- Basic listening and telephone communication skills.
- Excellent interpersonal skills and demonstrated track record of team work.
- Effective organization, time management and problem solving skills.
- Possess a Certificate of Good conduct.
- Bosa Accountant (1 Position)
Key Responsibilities of the position
1. Accounts receivable (debt) management.
1. Accounts receivable (debt) management.
- Drafts demand notices to defaulting loanees.
- Recovery of defaulted loans after notice period lapses.
- Notification of individual and unit (employer) defaulters
- Recovery of unregularized defaulted loan accounts
- Prepares weekly management reports on delinquent loans and accounts
- Reimbursement(Reinstatement) of guarantors savings once defaulting loanees resume payment
- Supervises the SACCO debt collector and analyses reports from him.
- h)Making correspondences with defaulters, guarantors, employers and responding to queries from clients.
- Tracking defaulted accounts and following up on promises to pay.
Minimum Qualification & Attributes
- First degree in Business with a bias in accounting
- CPA II, ACCA Level II, CIA
- Minimum 3 years working experience in service industry.
- Possess a Certificate of Good Conduct
- Knowledge of SACCO practices and legal requirement.
- Good negotiation skills
- Report writing skills and proficiency in MS office suite
- Communication skills
- Good listening skills
- Excellent familiarity with credit issues and firmness on policy
- Assertive and decisive but flexible when need be
- Attention to details
