Longhorn Associates Limited is an Investment Management Company regulated by the Securities & Exchange Commission (SEC), the Pensions & Insurance Authority (PIA) and the Lusaka Securities Exchange (LuSE). It is also a member of the Capital Markets Association of Zambia (CMAZ) and the Zambia Association of Pension Funds (ZAPF).

The financial Institution provides investment products and services to both retail and institutional clients. Some of the firm’s key products include pension fund management; collective investment schemes (CIS) comprising various funds that include gratuity funds, education, fixed income, property and equity funds, among others. Longhorn also provides stock / securities trading and advisory services.

Key Responsibilities:

• Provides administrative support to ensure efficient office operatio
• Handles queries in person, by phone or e-mail as necessary making follow ups on payment queries to ensure prompt resolution.
• Manages calendars for senior members of staff.
• Drafting and sending emails, letters, and other forms of  communication.
• Inputs and updates client information in the database and spreadsheets.
• Prepares meeting agendas, takes meeting minutes and sends out notices for the meeting.
• Ensure that claims are processed efficiently and in accordance with company policies and procedures.
• Maintain accurate and detailed records of all claim documents, including correspondence, claims files, and any supporting documents.
• Maintains an up-to-date filing system for all documents and letters, confidential and non-confidential.
• Determines and replenishes office supplies upon approval and ensure timely reimbursement of petty cash.
• Explains pension, gratuity and unit trust entitlements and other vital details to clients.
• Investigates unpaid pensions, gratuity and redemptions to establish causes and resolve them.
• Compiles weekly and monthly operational reports for submission to supervisor.
• Carries out any other tasks as assigned from time to time.

Requirements:

•  Diploma in Business Administration or equivalent
• At least 2 years of experience in a receptionist or administrative role
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Team player with a positive attitude and adaptability
• Critical thinker and problem-solving skills
• Good time-management skills
• Excellent communication, interpersonal, and customer service skills
• Able to work with minimum supervision.