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First Choice Recruitment

Client Service Team Administrator

First Choice Recruitment

Listed via First Choice Recruitment · Apply below to be introduced

Finance Full Time 📍 Gibraltar Competitive salary

About This Role

We are looking on behalf of our client, a well established financial services provider in Gibraltar, for a Client Service Team Administrator. This role involves processing and dealing with all aspects of personal pension administration within their office, excluding direct client relationships. Duties: Dealing with administrative tasks relating to personal pension products Liaising with, and providing  updates to the Client Relationship Team Liaising with investment houses, banks and other financial institutions Updating Viewpoint and other relevant systems Preparing, collating and dispatching documentation to include transfer paperwork and investment applications (broker accounts/ bank accounts) Preparing trustee minutes and resolutions Dealing with all personal pension product requests including the collation of all relevant information which is to be presented by the Client Relationship Team, to be processed in a timely manner Liaising with the accounts and compliance department with regard to monetary movements of funds within the plan to include any monies being transferred both in and out of the account Requirements: Minimum 5 GCSE qualification (grade C or above) including English and Math's A good working knowledge of how to operate Microsoft Word, Excel and Outlook Previous experience of manual and/or electronic client recording systems Understanding of Compliance, Risk and Clint Due Diligence requirements Understanding of relevant regulations on Anti-Money Laundering, Bribery and Corruption and Countering Financial Crime 2 - 3 years’ experience in a financial services role or experience with pensions administration is desirable.

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