Administrator
First Choice Recruitment
Listed via First Choice Recruitment · Apply below to be introduced
Finance Full Time
📍 Gibraltar Competitive salary
About This Role
Our client, a well established financial services provider, is looking for an Administrator.
Duties include, but are not limited to:
Dealing with administrative tasks relating to personal pension products
Liaising with the Client Relationship Team
Liaising with investment houses, banks etc.
Updating Viewpoint and other relevant systems
Following a range of checklists to ensure accurate administration of a range of tasks
Preparing, compiling and dispatching documentation, including transfer paperwork and investment applications for brokerage and bank accounts
Preparing trustee minutes and resolutions
Dealing with all personal pension product requests
Liaising with the accounts and compliance department with regard to monetary movements of funds
Requirements:
Minimum 5 GCSE qualification (grade C or above) including English and Math's
2 - 3 years’ experience in financial services role
Experience with pensions administration
A good working knowledge of how to operate Microsoft Word, Excel and Outlook
Understanding of Compliance, Risk and Clint Due Diligence requirements
Understanding of relevant regulations on Anti-Money Laundering, Bribery and Corruption and Countering Financial Crime