Retirement and Savings Operations Admin/Snr Admin
Job Ref: LF
27757
In this role, you will play a crucial part in supporting the Retirement and Savings Client Relationship team, focusing on the administration of retirement and savings portfolios.
Location
Guernsey,
Channel Islands
Responsibilities
Duties will include, but are not limited to;Ensuring appropriate service is delivered at all times, across all business lines and that feedback is sought from key stakeholders to fully assess the service quality.
Monitoring the online service centre for change requests, downloading and processing.
Reconciling the fee accounts, monitoring debtors and co-ordinating debtor chasing and referral as appropriate
Participating in projects and assisting with system development and testing, ensuring operational procedures are updated synonymously to promote team efficiencies.
Understanding Client Due Diligence (CDD) and Client Risk Assessment requirements.