Retirement and Savings Operations Administrator

  • Full Time
  • Permanent
  • Guernsey

AD-GSY-6613

LIVE

We have a great opportunity for a Retirement and Savings Operations Administrator, working for a leading provider of Wealth and Corporate Solutions.

 

Responsibilities in this role include:

  • To reconcile bank accounts and allocate premiums to clients’ policies.
  • To process withdrawal and switch/redirection requests accurately and timely
  • To monitor change requests and process new joiner applications received from clients and to process in a timely manner
  • To monitor and update CRM entries for Client Due Diligence and tax details
  • To reconcile fee accounts and chase debtors

 

More information about the role is available upon request – contact the team today for further details.

 



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