Job Details
Temporary Account Executive
(LF 12328)
Our client, a leading banking organisation, has a vacancy for a Temporary Account Executive within their Retirement Plans and Portfolio Trust Team. The team administers QROPS, QNUPS, OPES & Portfolio Trusts and supports and liaises directly with IFA's and members/settlors/beneficiaries.
Duties will include:-
- Responsible for the administration of Retirement Annuity Trust Schemes, Occupational schemes and Portfolio Trusts.
- Using the Pension Master pension and portfolio trust administration system and managing an allocated workload via the Workflow Manager.
- Liaising with other onshore and offshore pension providers to arrange transfer of pensions.
- Preparing payments into and out of the company's schemes/products.
- Investment of transfer payments, lump sum contributions and regular contributions into the selected asset classes.
Candidates must be able to provide an excellent all round quality service to clients demonstrating experience, technical capability, and knowledge.
To find our more please call 711188 to speak to a consultant, or email your enquiry and CV to jobs@tempjobs.gg
Apply Now!
- Badges
- Tempjobs
- Leapfrog Payroll Services
- Email Newsletter