Job: Pension Administrator

Title Pension Administrator
Categories Latest Jobs in Gibraltar
Salary £20,000 – £23,000
Location Gibraltar
Job Information

 

RESPONSIBILITIES

Responsibilities will include administering new matters that come into the team on a daily basis, plus taking responsibility for allocated work in progress and managing the workload effectively and efficiently as a member of the Business team.

DUTIES

  • Dealing with all administrative tasks relating to pension schemes;
  • Responding to and actioning member queries and administrative requests;
  • Updating Viewpoint and other relevant systems where required;
  • Following a range of checklists to ensure adherence to procedures and accurate administration of a range of tasks;
  • Preparing, collating and dispatching documentation to include transfer paperwork and investment applications (broker accounts/ bank accounts);
  • Managing To Do Lists and setting up File Notes in Viewpoint effectively to assist with organisation and to ensure work is completed on time;
  • Preparing trustee resolutions;
  • Liaising with, and responding to queries from members, intermediaries, introducers, BDM’s and IFA’s;
  • Liaising with investment houses;
  • Liaising with the accounts and compliance departments with regard to monetary movements of funds within the plan to include any pension monies being transferred both in and out of the account;
  • Liaising with the compliance department with regard to outstanding due diligence for members and introducers;
  • Assisting with the administration of Occupational Pension Schemes;
  • Any other related duties as may be requested from time to time by the Line Manager, or a Director.

QUALIFICATIONS

  • 3 GCSE qualification (grade C or above) including English and Maths

EXPERIENCE

  • 2 – 3 years’ experience in pensions or similar financial services role

KNOWLEDGE

  • A good working knowledge of how to operate Microsoft Word, Excel and Outlook
  • A good working knowledge of Viewpoint

SKILLS AND ABILITIES

  • Good organisational skills;
  • Good customer service skills;
  • Good communication skills, including drafting emails and responding appropriately to telephone calls;
  • Good attention to detail
  • Ability to respond to urgent or delicate matters with tact and diplomacy, and to recognise the need to escalate cases to the Line Manager when required
  • Accustomed to working as part of a team, with good interpersonal skills
  • Good client and company focus
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