
Solomon Omatseye

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About me
Client Affairs Officer
Education

Edo state polytechnic
2011 - 2013National Diploma Banking and Finance
University of Lagos
2013 - 2017Bsc Economic Economics Upper Credit
Experience
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Asset & Resource Management Holding Company (ARM HoldCo).
Mar 2014 - Oct 2022• Review and analyse financial transactions to identify refund opportunities.• Evaluate refund requests and determine their validity in accordance with company policies and industry regulations.• Process approved refunds accurately and within established timelines.• Use Maintain detailed and organized records of all refund transactions.• Collaborate with other departments, such as customer service and finance, to resolve refund-related issues.• Identify and report trends or irregularities in refund requests for further investigation.• In-depth knowledge and experience with computing software; Dynamic Navision, Business Central, Microsoft office (Word, PowerPoint, Excel, OneNote, Outlook)• Ensure compliance with all relevant regulations and internal policies.• Continuously improve and streamline refund processes for efficiency and accuracy.• Provide excellent customer service by responding to refund inquiries and concerns.• Follow up on Reconciliation dept. to ensure accurate amount to be transferred corresponds with outstanding or available balances of employer on bank statement.• Ensuring accurate follow-up on unresolved monies with the relationship management • Supervise refund of double contribution, excess payment, transfer of wrong posting or wrong payment.• Monitoring of reconciliation account with respect to refunds/transfer on unprocessed monies and preparation of refund, state and PENCOM report. Show less • Execute investment transactions, including trade execution, settlements, and reconciliations, in compliance with regulatory requirements and company policies.• Supervising Private and Public Companies' remittances to ensure prompt credit of respective RSAs• Collaborated with executives and management to review projected revenue and adjust resources accordingly• Reviewed and revised standard operating procedures to incorporate employee and management feedback and streamline training processes• Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities.• Collaborate with the investment team to ensure accurate and timely execution of investment strategies• Monitor and report on investment performance and compliance with investment guidelines and restrictions.• Conduct periodic audits and reviews of investment operations to identify and resolve discrepancies or issues.• Assist in the preparation of investment reports and client communication materials.• Coordinate with external service providers, such as custodians, brokers, and fund administrators, to ensure seamless operations. Show less • Analyze benefits data, trends, and utilization to make data-driven recommendations for program improvements.• Administer and oversee various employee benefits programs, including health insurance, retirement plans, and wellness initiatives.• Develop and update benefits communication materials to educate employees and promote engagement.• Assist employees with benefit-related inquiries, addressing questions and resolving issues in a timely and accurate manner. • Stay informed about industry trends and regulatory changes related to employee benefits.• Maintain accurate employee benefit records and ensure data integrity in the benefits administration system.• Identify and promptly resolve impediments to processing of client's benefit application.• Manage accrued right letter portfolio - Liaise with employers for receipt of confirmation letters on behalf of benefit applicants.• Calculation of benefit entitlement and educate retirees on pension withdrawal plans, their functionalities, features, and competitive advantage.• Ensure well-kept filling system and data base for all financial information standard approved by the National Pension Commission and with ISMS standard (ISO 27001-2013).Achievement: Improved timeline in processing benefit applications via the development of an automated process to facilitate timely receipt of employer's confirmation letter, a vital document for benefit processing. Show less
Refund Analyst
Jan 2021 - Oct 2022Investment Administrator
Aug 2016 - Dec 2020Benefits Administrator
Mar 2014 - Jul 2016

OMEGA COMMUNITY LIVING LIMITED
Jan 2023 - nowClient Affairs Officer• Address inquiries, requests, and complaints from clients promptly and courteously. • Collaborate with other departments to resolve complex problems and enhance customer experience. • Constantly seek opportunities for improvement and innovation in customer experience processes and systems. • Analyzing customer data and insights to identify trends, preferences, and pain points to assist senior management in making informed decisions. • Time to Time engagements with clients to evaluate their needs concerning the services we offer.• Maintain accurate records of client interactions and transactions while preparing comprehensive reports on satisfaction and feedback for management review. Show less
Licenses & Certifications
- View certificate

The Power of Macroeconomics: Economic Principles in the Real World
Coursera Verified CertificatesApr 2015 
B.sc In Economics
University of Lagos- View certificate

Chartered Financial Analyst (CFA)
CFA InstituteJun 2019
Languages
- enEnglish
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