The post holder will be responsible for providing efficient and timely administration services to participants of international employee benefit schemes and trusts in relation to transfers out / distributions there from

RESPONSIBILITIES

The main duties of this role will include but not be limited to the following:

• Investigation and response to participant queries
• Maintaining member details on core systems
• Logging progress of each participant through the transfer process to ensure deadlines / key milestones are met
• Liaising with other cees teams, the Private Banking team / other in-house specialists and other  of the Banks teams as required to ensure the efficient and coordinated delivery of participant services to members
• Liaising with third party intermediaries e.g. lawyers / actuaries
• Preparation of reports / team performance statistics
• Maintenance of key checklists / team procedures to ensure compliance with ISO requirements

KNOWLEDGE AND SKILLS REQUIRED

• Broad understanding of trustee risks and responsibilities
• Educated to A – Level standard or equivalent
• Ability to work to tight deadlines and under pressure
• Excellent telephone skills
• Basic bookkeeping knowledge
• Completer/finisher – ability to see tasks through to the end
• Previous trust experience desirable
• Understanding of the intuitive / perceptive approach required when dealing with the particular requirements of senior plan members 
  Ability to prioritise effectively
• Good team player
• Ownership of team work
  Willingness to work longer hours when required
  Flexible
• Competent IT skills with good knowledge of Excel
• Confident user / browser of internet site information
   

APPLY HERE

Or call Loraine on 832463 or email yor CV to This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

Quote reference number: 1092