Senior Pensions Administrator
Location
Malta
Salary
Attractive
Contact
Mark Cini
Job Ref
1610978
- Report directly to the Operations Manager.
- Occasional travel abroad may be required.
- Maintain strong and professional client relationships.
- Support the Operations Manager with day-to-day administrative tasks, including reviewing application forms, KYC documentation, welcome packs, investment statements, discharge forms, investment instructions, dealing and withdrawal requests, IFA fee requests, and all payment instructions.
- Calculate income and lump sum payments in line with HMRC guidelines and applicable legislation.
- Set up foreign currency exchange trades and ensure timely transmission of funds.
- Review and sign off on transfer requisition forms related to benefits, investments, fees, and expenses before submitting for final approval.
- Ensure all payments to clients and third parties are made accurately and on time.
- Review and submit required regulatory reports within set deadlines.
- Liaise with Investment Managers on complex investment structures and assist with Quarterly Assets Under Management (AUM) reporting.
- Communicate with Investment Companies, Financial Advisers, and Clients as needed.
- Ensure service standards and internal turnaround times are met, in accordance with internal policies and regulatory requirements.
- Provide guidance and support to junior staff on complex matters and address non-standard queries.
- Assign and monitor daily workload for junior team members, ensuring progress is tracked and priorities are met.
- Conduct regular quality assurance checks on the work performed by junior staff and data entered into internal systems.
- Mentor junior staff, offering technical and procedural guidance and identifying training needs to be reported to the Operations Manager.
- Assist in the development of procedures and internal training programmes.
- Stay informed on relevant legislative and regulatory changes.
- Perform general administrative duties as required.
