I am a Job Seeker looking for work

Overview

Our Client is a well established Douglas-based financial services company that offers a comprehensive suite of accountancy and wealth management services to enable clients to grow, manage and preserve all facets of their financial affairs through cross-boarder resources and expertise-led solutions. They are now seeking a Pensions Executive to provide administration assistance and dedicated support to the Pensions Department.

Role Profile

• Administration of master trust pension schemes and International group schemes, with an opportunity to assist with the administration of personal pension schemes
• Administration of benefit payments, investments and pension transfers
• Bookkeeping of pension scheme assets
• New client take-on process
• Liaising directly with clients
• Various administration tasks

Role Profile

• 5 GCSEs or equivalent at grade C or above
• Ideally 1 year in an administration environment and experience of client portfolio administration
• Microsoft Office - particularly Excel & Word
• VT, CCH and Laserfiche would be an advantage but not essential
• Attention to detail
• Excellent communication skills
• Able to work on their own initiative
• Able to work under pressure and to strict deadlines