In addition, the post holder will liaise with financial advisors, investment companies, clients, and business partners, as required, to ensure a high standard of client service is delivered at all times.
Key duties & responsibilities:
- Manage clients questions and queries ensuring they are addressed and responded to in an efficient and timely manner.
- Attend to all administrative tasks, associated with, and required by the deed and statutory legislation, accurately and in accordance with the Service Level Agreements.
- Remain abreast of pension and trust regulations consistently and accurately applying to schemes/clients.
- Appropriately store/input and reference all client documentation within the document management system and administration system.
- Communicate in a timely manner, verbally, via email, video calls or in person.
- Ensure CDD requirements are met for all members, reviewing files as and when required as per company policy.
- Record all client financial transactions, this includes investments, transfers, benefit payments, statutory payments, and fee charges.
- Ensure housekeeping cases and data capturing is completed accurately in relevant systems i.e. Salesforce.
- A clear understanding of applicable Pension and Trust legislation & statutory reporting requirements
- Experience of administering pension and trust schemes
- An ability to read/research governance documents impacting a scheme/trust and apply appropriately.
- A logical approach to assessing productivity and implementing solutions.
- Calculating and informing on pension payment calculations and associated tax/lump sum/load/benefit and drawdown
- Investigate and prepare a response to complaints.
- Review and respond to billing queries.
- Ability to provide assistance with regulatory reporting.
- Ability to correspond with relevant tax offices to ensure efficient resolution of client queries.
- Act as a signatory, once approved, for the business and apply a questioning mind to all aspects of this responsibility.
- Support, coach, and guide colleagues in the performance of their duties
- Complete any other duties as and when required to drive business success.
- Attend Management meetings on request or in the absence of the manager.
- Hold regular team meetings.
- Conduct periodic 1-2-1s with team members on request or in the absence of the manager.
- Conduct annual appraisals on request or in the absence of the manager.
Competencies:
- Relevant professional qualification or a willingness to study towards one
- Trust experience advantageous or experience within the Finance industry
- Experience in working towards and meeting deadlines.
- Experience of administrating pension and trust schemes.
- Excellent organisational skills, prioritising, achieving deadlines and driving business efficiency.
- Strong interpersonal skills
- Proven ability to communicate at all levels, both written and verbally
- An aptitude for applying attention to detail in all aspects of the role.
- A willing and flexible attitude to working hours to support team and business needs as required.
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