12 Sep 2019

Trainee Administrator - Retirement Products

Ref 31690

Our client is looking to recruit a Trainee Retirement Products Administrator. 

Responsibilities will include the day to day administration of retirement products with an insight to Trusts and Companies.

Key duties:

  • Dealing with administrative tasks relating to retirement products
  • Responding to 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 resolutions
  • Liaising with investment houses
  • Liaising with the accounts and compliance department about monetary movements of funds within the plan to include any monies being transferred both in and out of the account

The desirable candidate will have the following skills:

  • Minimum 5 GCSE qualifications (grade C or above) including English and Maths
  • A level, BTEC (or similar) qualifications
  • 1-2 years of work experience
  • Good working knowledge of how to operate Microsoft Word, Excel and Outlook
  • Previous experience of manual and/or electronic client recording systems
  • Good organisation skills
  • Above average communication skills, including drafting emails and responding appropriately to telephone calls
  • Good attention to detail
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