07 Jun 2019

Administrative Assistant, Pensions

Ref 32415

The successful candidate will join the team responsible for administering a highly specialised and bespoke suite of pension and retirement solutions.  The Client Administration Team provide customer focused service to high net worth clients with exacting requirements. 

A key part of the role would be to provide extensive support to the team to ensure continuity of the high-level service that is expected by the clients.  

Key duties:

  • Conduct clerical duties, including filing, scanning, opening the post and answering the telephone.
  • Process internal and external payments through online banking systems
  • Monitor cell bank accounts noting all incoming and outgoing payments
  • Arrange meeting rooms within the company for both internal and external parties
  • Record and effect all client transactions within the in-house system, liaising with  Accounts team to provide full supporting paperwork for system entries
  • Adhere to all policies and procedures relevant to the Pension Department

The role is particularly diverse and is likely to appeal to individuals that possess great attention to detail, are solutions focused and who relish a challenge.


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