We are looking on behalf of our client, a well established financial services provider in Gibraltar, for a Client Service Team Administrator. This role involves processing and dealing with all aspects of personal pension administration within their office, excluding direct client relationships.
Duties:
- Dealing with administrative tasks relating to personal pension products
- Liaising with, and providing updates to the Client Relationship Team
- Liaising with investment houses, banks and other financial institutions
- Updating Viewpoint and other relevant systems
- Preparing, collating and dispatching documentation to include transfer paperwork and
investment applications (broker accounts/ bank accounts) - Preparing trustee minutes and resolutions
- Dealing with all personal pension product requests including the collation of all relevant
information which is to be presented by the Client Relationship Team, to be processed
in a timely manner - Liaising with the accounts and compliance department with regard to monetary
movements of funds within the plan to include any monies being transferred both in
and out of the account
Requirements:
- Minimum 5 GCSE qualification (grade C or above) including English and Math’s
- A good working knowledge of how to operate Microsoft Word, Excel and Outlook
- Previous experience of manual and/or electronic client recording systems
- Understanding of Compliance, Risk and Clint Due Diligence requirements
- Understanding of relevant regulations on Anti-Money Laundering, Bribery and Corruption and Countering
Financial Crime - 2 – 3 years’ experience in a financial services role or experience with pensions administration is desirable.
About the Author: 
