Purpose of the role:
You will act as the main point of contact for plan members in relation to their distribution, transfer or pension request and will manage all aspects of the distribution from receipt of the request to payment of the benefits following well defined processes.
Responsibilities:
- Review requests from members for benefit payments to confirm whether the member meets the criteria to receive those benefits
- Manage all aspects of the distribution process from receipt of the request to payment to the plan member
- Follow all relevant processes and procedures
- Ensure tasks are completed within the deadlines set
- Document trustee decision making
- Source legal and tax advice and liaise with those advisors to ensure all relevant paperwork and advice is received
Skills required:
- Excellent communication skills (both written and oral)
- High attention to detail
- Completer finisher
- Ability to work to tight deadlines
- Hold or willing to study towards a professional qualification (ACCA/ICSA/STEP)
- Administration experience desirable