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Hybrid Working Available! Up to £35,000 plus excellent bonus and benefits Due to highly exciting growth and expansion a fantastic opportunity has arisen to join a leading Investment Management firm based in the City of London. Our client is seeking an Investment Administrator to join their team to provide exceptional administrative support to ensure efficient operations of the team and the wider business, enabling excellent client service. Candidates must demonstrate previous experience working in compliance with international policies, procedures and regulatory frameworks. Duties of the Investment Administrator to include: Assisting with clients' account setups while adhering to AML regulations Supervising the process and closure of accounts Processing and overseeing account modifications for any alterations in client details Facilitating, organizing, and accurately filing client correspondence and records in a timely and efficient manner to uphold data precision. Offering administrative assistance for portfolio transfers both to and from the company Acquiring and assessing CGT data Managing the internal transfer of holdings between accounts Supporting with client facing support, including addressing telephone calls, passing on clear messages etc. Requirements of the successful Investment Administrator: Previous experience working within financial services is essential, ideally within investment services High levels of accuracy and numerical skills. Strong working knowledge of MS Office, Word and Excel. Knowledge of Account opening and amendment systems highly advantageous This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.
Senior Pensions Administrator Our large multinational financial services client requires driven individuals to join their dynamic and growing workforce as a SeniorPensions Administrator. This position is a permanent and the client is looking for an ambitious individual with a progressive attitude. Hours of work: Monday to Friday, 9am-5pm. Office Flexibility: Working from Home availability (2 days per week). Office based 3 x days. Salary: Up to £38,000 per annum PLUS benefits. Key Requirements: The candidate will normally have a minimum 5 years' experience of occupational pension scheme administration. Logical approach to problem solving. The ability to process collect and input data and information as delegated; Strong experience of working with different occupational pension schemes - DB, DC, CARE, Hybrid; Ideally QPA or PMI qualified or willing to study towards relevant qualifications; Excellent time management skills with ability to prioritise workloads with conflicting importance, keeping to deadlines, agreed service levels and disclosure requirements. Knowledge to perform and check complex manual calculations. Ability to break down and explain complex calculations in simple terms. Promptly and professionally communicate with clients and scheme members on queries when required via letter, e-mail and telephone. Communicate effectively with colleagues and provide feedback. Ensure the team always provides exceptional customer service. Accountability to our clients, the members and management of the business. Ability to manage team member workloads to ensure delivery/support Provide opinions if you have an idea to create more efficiencies. Strong working knowledge of Office Systems, e.g. Microsoft Office and Pension administration systems. Key Responsibilities: As a Senior Administrator, you will be responsible for the administration a combination of DB, DC and Hybrid pension schemes in accordance with our client's requirements to the desired standards and deadlines. As a Senior Administrator you will be used to supporting complex queries, manual calculations and be adept at checking and allocating work. Defined Contribution (DC) experience will be an advantage and progression with PMI qualifications is also desirable. You will be responsible for the supervision of up to two trainee / junior pensions administrator and be expected to deputise for Principal Pension Administrator when required. Carry out complex pension administration tasks and calculations including treasury and payroll accurately Attendance at Trustee and ad hoc client meetings, including new business presentations as required; Management of pensioner payrolls, pension increases and ensure the annual notification of the lifetime allowance used is notified to pensioners in a timely manner; Assist team members as required and provide support to Principal administrator; Management of investment of contributions; Management of unit reconciliations / lifestyle switches.