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Permanent

Client Account Executive

Leicester
money-bag 25000.00-25000.00 Annual
2975598440
Posted Yesterday

About the company: Are you an experienced SIPP or SSAS Administrator looking to take your career to the next level? Alexander Lloyd is partnered with a Pensions Administration Specialist who are expanding, this is a fantastic opportunity to be part of a growing organisation.About the role: As a Client Account Executive, the successful candidate will be responsible for working as part of a team to administer a portfolio of SIPP and SSAS schemes. This will involve full cradle to grave administration of schemes or specialisation in one or more functions, including but not limited to: new business, property and investment transactions, bank reconciliation, regulatory.Key responsibilities:Providing full cradle to grave administration including retirements, bereavements, transfers, divorces etc.Ensuring accurate record-keeping all of transaction, contributions, withdrawals.Managing pension fund bank accounts and reconciling balances.Liaising and dealing with client queries via telephone and email. Skills and experience required: Previous / current experience in SIPP and / or SSAS Pensions AdministrationExcellent organisational and time management skillsStrong communication and account management skillsSelf-motivated but also a team playerExperience using ONMI system would be beneficial but not essentialBenefits: Salary up to 32k DOE25 days holiday + bank holidays (increases to a total of 30 days with continued service)Additional day holiday during Christmas week4x Death in ..... full job details .....

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