Pension Trustee Executive
Isle of Man
Permanent
Our client is seeking a Pension Trustee Executive to join their growing team.
Key Responsibilities:
- To provide effective assistance and support for the Pension Administration team.
- Process new business applications and transfers.
- Preparation of plan schedules and benefit calculations.
- Preparation of member benefit payments.
- Account reconciliations.
- Ensuring accuracy and security of client data on company systems.
- General administrative tasks including email and phone queries.
- Liaise with other departments to ensure smooth running of the team.
- Deal confidently with client enquiries via email, telephone and face to face.
- Manage workflow diary.
Key Skills & Experience:
- Minimum of 5 GCSEs (or equivalent) including Maths and English at Grade C or above.
- Proficient in using computer software programs such as Microsoft Office applications (Word, Excel and Outlook).
- Experience using an internal CRM system would be beneficial.
- Strong attention to detail.
- Excellent written and verbal communication skills
- Customer focused mindset
- Ability to prioritise work and deliver within deadlines, whilst managing stakeholder expectations
- Ability to work on your own or as part of a team
- Previous experience working within pension administration would be desirable but not essential.
