Senior Client Services Administrator Guernsey Full Time Senior Client Services
Administrator
JOB DESCRIPTION
This role involves all aspects of retirement products administration within
the office, as well as reporting to the relevant management team.
RESPONSIBILITIES
Responsibilities will include providing a range of duties to support a growing
book of pensions business.
DUTIES
Dealing with administrative tasks relating to retirement products, including
monitoring of these tasks to ensure efficiency & procedures are being followed
through to completion;
Responding to and actioning member queries and administrative requests;
Updating Viewpoint and other relevant systems, which also includes ensuring
the accuracy of others;
Following a range of checklists to ensure accurate administration of a range
of tasks, including soliciting feedback from others & making suggestions for
improvements to existing procedures;
Preparing, collating and dispatching documentation which could include, but
not limited to, member benefit requests, transfer out requests and investment
applications (broker accounts/ bank accounts);
Preparing trustee minutes and resolutions;
Liaising with, and responding to queries from intermediaries and introducers;
Liaising with investment houses;
Dealing with all retirement product requests including the collation of all
relevant information which is to be presented to authorise to authorised
signatories in an accurate, and organised fashion to ensure a quick review and
sign off;
Liaising with the accounts and compliance departments with regard to monetary
movements of funds within the plan, which could include any monies being
transferred both in and out of the account;
Working in accordance with the published Mission, Vision and Values of the
Company & acting as a role model and promoting these values to others;
Other duties as may be required from time to time in accordance with the
demands of the role and development of the services provided, which could
include but may not be limited to:
Monitoring KPI’s
First point of contact for administrative tasks, including the monitoring of
various email inboxes
Leading / Overseeing team projects as they arise.
PERSON SPECIFICATION
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