Our client, a well established financial services provider, is looking for an Administrator.
Duties include, but are not limited to:
- Dealing with administrative tasks relating to personal pension products
- Liaising with the Client Relationship Team
- Liaising with investment houses, banks etc.
- Updating Viewpoint and other relevant systems
- Following a range of checklists to ensure accurate administration of a range of tasks
- Preparing, compiling and dispatching documentation, including transfer paperwork and investment applications for brokerage and bank accounts
- Preparing trustee minutes and resolutions
- Dealing with all personal pension product requests
- Liaising with the accounts and compliance department with regard to monetary movements of funds
Requirements:
- Minimum 5 GCSE qualification (grade C or above) including English and Math’s
- 2 – 3 years’ experience in financial services role
- Experience with pensions administration
- A good working knowledge of how to operate Microsoft Word, Excel and Outlook
- Understanding of Compliance, Risk and Clint Due Diligence requirements
- Understanding of relevant regulations on Anti-Money Laundering, Bribery and Corruption and Countering Financial Crime
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