Assistant Pension Administrator (m/f/o)

Tasks

• General administration in relation to the establishment and transfer of personal pension schemes
  
• General administration in relation to occupational pension schemes
  
• Carrying out new business procedures for client take-on, including system set-up
  
• Liaising with existing pension providers and independent financial advisors in respect of pension transfers
  
• Arranging for re-registration of pension assets
  
• Processing of investment instructions in accordance with member and/or adviser proposals
  
• Assisting appointment of third parties e.g. investment managers and custodians
  
• Invoicing and payment of member fees and third party expenses
  
• Assisting with the calculation and payment of member retirement benefits
  
• Maintenance of system and company records
  
• Preparation of annual member statements
  
• General assistance with other administrative duties as and when requested

Requirements

• Previous experience is not required but will be considered an asset, particularly experience within an administrative role within the financial services industry
  
• Fluency in written and spoken English
  
• Attention to detail
  
• Numerically and systems orientated
  
• Ability to work on own initiative and within a small team
  
• Ability to work to strict deadlines
  
• A positive and proactive approach to tasks
  
• Eager to learn and to be part of a growing and dynamic team

Joana Martins