08 Mar 2021

Administrator (Retirement Products)

Ref 32466

Our client has a new vacancy for an Administrator (Retirement Products) whose role will involve all aspects of dealing with administrative tasks relating to retirement products with an insight to Trusts and Companies

Key Tasks will include:

  • 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
  • Dealing with benefit payment requests to include collating all the relevant information to enable authorised signatories to authorise the payment of such benefit and completing any redemption and withdrawal forms as necessary

It is essential that applicants have a minimum of 5 GCSE's grade C or above including Maths and English, plus 2-3 years' experience in a financial services role, and good working knowledge of Microsoft Word, Excel and Outlook.

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