Retirement and Savings Operations Supervisor

Job Ref: LF 27757
Leapfrog Jobs

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.


Guernsey, Channel Islands


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.

Skills / Qualifications

The ideal candidate will bring a minimum of 2 years' experience in the finance industry, along with hands-on expertise in fund or pension processing environments. Strong proficiency in Microsoft Office (Excel, Word, and PowerPoint) and CRM systems is preferable.

How To Apply

For a full job description, please call 711188, or email [email protected]. Alternatively, if you wish to apply, please submit your CV via the Apply Now button below.
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