Sept 18
ADMINISTRATOR – CLIENT SERVICING TEAM
JOB DESCRIPTION This non-client facing role involves processing all aspects of retirement products administration within the office. RESPONSIBILITIES Responsibilities will include the day to day administration of retirement products with an insight to Trusts and Companies. DUTIES
• Dealing with administrative tasks relating to retirement products;
• Responding to and actioning member queries and administrative requests;
• Updating Viewpoint and other relevant systems;
• Following a range of checklists to ensure accurate administration of a range of tasks;
• Preparing, collating and dispatching documentation to include transfer paperwork and investment applications (broker accounts/ bank accounts);
• Preparing trustee minutes and resolutions;
• Liaising with, and providing clear and concise updates to the Client Relationship Team;
• Liaising with investment houses, banks, other Sovereign Offices and Other financial institutions;
• Dealing with all retirement 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
• Working in accordance with the published Mission, Vision and Values of the Company.
• Other duties as may be required from time to time in accordance with the demands of the role and development of the services provided.
PERSON SPECIFICATION
FACTOR ESSENTIAL (E) or DESIRABLE (D)
QUALIFICATIONS
• Minimum 5 GCSE qualification (grade C or above) including English and Maths
E
EXPERIENCE
• 2 - 3 years’ experience in financial services role
• Experience of pensions administration
E D
Sept 18
KNOWLEDGE
• 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 and Clint Due Diligence requirements;
• Understanding of relevant regulations on Money Laundering, countering Financial Crime;
E
D
D
D
SKILLS AND ABILITIES
• Numerate, diligent and well organised;
• Good communication skills, including drafting emails and responding appropriately to telephone calls;
• Good client and company focus
• Accurate with good attention to detail;
• Good team player;
• Good time management;
• Ability to respond to urgent or delicate matters with tact and diplomacy, and to recognise the need to refer to Management when required
E E
E E E E
E
PERSONAL QUALITIES
• Good social and presentation skills.
• Desire to continuously learn and improve skills
• Good work ethic
• Flexibility with hours of work and range of products;
• Supports company values;
E E E E E
MOTIVATION
• Strong commitment to organisation effectiveness and service delivery
• Demonstrates drive;
• Proactive in seeking new tasks
• Self-motivated and diligent
E
E E E
Last updated: September 2023 Date of next review: Annually
(This job description will be reviewed annually in relation to the annual performance appraisal system and will be amended as required.)