Senior Administrator - Transfers & Distributions
Job Description
Great role opportunity providing execution and trustee review preparation, specifically complex and non-standard recommendations for distributions, transfers and pension requests. The postholder will administer and manage varied client work under supervision; assist Relationship Managers with ultra-high net worth and high net worth participants wishing to take benefits from pension plans or employee benefit trusts; act in accordance with SLA; assist with client and participant queries; document trustee decision making; build required knowledge of plan structures; source legal and tax advice; maintain accurate records of client entities and comply with statutory obligations; ensure existing clients retained.
The successful candidate will have strong communication, telephone and administration skills; experience dealing with difficult calls; ability to work to tight deadlines and under pressure; high level of accuracy and attention to detail; ideally an employee benefits background.