24 Aug 2015
Member Services Administrator, Guernsey
Job DescriptionOur client is a fiduciary services company seeking to recruit a Member Services Administrator. Responsibilities will include the day to day administration of pension structures, reporting to the Manager, Member Services. Key responsibilities will include: ? Dealing with administrative tasks relating to pension structures; ? 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 resolutions; ? Responding to client queries; ? Liaising with, and responding to queries intermediaries and introducers; ? Liaising with investment houses; ? Dealing with benefit payment requests to include collating all the relevant information to enable the Manager ? Member Services to authorise the payment of such benefit and completing any redemption and withdrawal forms as necessary; ? 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 The successful candidate will have: ? 2 ? 3 years? experience in financial services role. ? A good working knowledge of how to operate Microsoft Word, Excel and Outlook.
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