Assistant Administrator Job ID: 853
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Job Details:
Reporting to: Team Leader Summary of Role: To administer a portfolio of pension clients, with focus on effective service, quality, productivity and efficiency. Primary Responsibilities: · Liaising with clients and their advisers in respect of service issues, via telephone and other electronic interface. · Execution of client transactions · Dealing with ad hoc requests · Maintain client data within a primary management information system · Preparation of correspondence with clients and their advisors · Ensuring that statutory record are accurate and full audit trail maintained · Liaise with intermediary, client and transferring trustees/investment managers whilst transfer proceeding. · Provide regular valuations to clients · Preparation of payment instructions, and monitoring execution of instructions · Preparation of minutes, and ancillary document · Production and submission of government returns MFSA/HMRC reporting requirements Core Competencies: · Numerate Literate · Computer literate · Ability to interact effectively with clients and staff at all levels Knowledge and Skills: · Educated to A standard of education · Proficient in English and Mathematics · Ideally familiar with QROPS · Ability to identify risks associated with client transactions · Familiar with the main Microsoft Office software Experience of office environment · Attentive to detail · Ability to set own deadlines and work accurately to tight deadlines for self and potential reportees If you are interested or know of someone that could be, kindly forward your CV in a word format to Donna Bonello on [email protected] or call on +356 27 204 518 for further information. |
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Country: Malta Region: Any Region |
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