Administrator, Client Servicing Team

This middle office style role entails processing all aspects of retirement product administration within a dynamic team environment. The successful candidate will be responsible for the day-to-day administration of retirement products, while gaining insight into Trusts and Companies. Responsibilities include handling administrative tasks associated with retirement products and responding to member and Financial Advisor queries regarding ongoing requests. The role requires effective communication with the Client Relationship Team, as well as liaison with investment houses, banks, and other financial institutions. The Administrator will also be tasked with updating pertinent systems, ensuring accurate administration through checklists, and preparing essential documentation, including trustee minutes and resolutions. This full-time position requires the individual to work collaboratively with a shared Service Centre, aligning with the organisation's values. Training opportunities will be provided, and the role may adapt to evolving service demands.

Job Duties:

• Handling administrative tasks related to retirement products
• Responding to queries from members and Financial Advisors regarding administrative requests
• Providing clear updates to the Client Relationship Team
• Liaising with investment houses, banks, and other financial institutions
• Updating Viewpoint and other relevant systems
• Following checklists for accurate task administration
• Preparing and dispatching documentation, including transfer paperwork and investment applications
• Preparing trustee minutes and resolutions
• Managing retirement product requests in a timely manner
• Communicating with compliance and accounts departments regarding monetary movements
• Collaborating with a shared Service Centre in Mauritius
• Participating in training as necessary
• Performing other duties as required by the role demands

Job Requirements:

• Minimum 5 GCSE qualifications (grade C or above) including English and Maths
• 2-3 years’ experience in a financial services role
• Experience in pensions administration is desirable
• Proficient in Microsoft Word, Excel, and Outlook
• Familiarity with manual and electronic client recording systems
• Understanding of Compliance and Client Due Diligence requirements
• Knowledge of relevant regulations regarding Money Laundering and countering Financial Crime
• Excellent numeracy, diligence, and organisational skills
• Strong communication skills, including effective email drafting and telephone response
• Good client focus and attention to detail
• Collaborative team player with effective time management skills
• Ability to handle urgent matters with tact and escalate issues to management when necessary

What You’ll Love:

This role offers the chance to play a key part in maintaining and enhancing the jurisdiction’s reputation. You will work in a collaborative environment with opportunities to develop your skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here