Senior Client Services Officer
Job Ref: LF
27478
In this role, you will be an integral part of the Client Services Team, responsible for a diverse array of administration duties related to an existing portfolio of multi-member pension schemes, portfolio trusts, Employee Benefit Trusts (EBTs), and Retirement Annuity Trust Schemes (RATs).
Location
Guernsey,
Channel Islands
Responsibilities
Duties will include, but are not limited to;Managing client’s questions and queries.
Attending to all administrative tasks, associated with, and required by the deed and statutory legislation, accurately and in accordance with our Service Level Agreements (SLA).
Remaining abreast of pension and trust regulations.
Appropriately store/input and reference all client documentation within the document management system.
Recording all client financial transactions, which includes investments, transfers, benefit payments, statutory payments, and fee charges.
Calculating and informing on pension payment calculations and associated tax/lump sum/loan/benefit and drawdown payments.