Purpose of the role:
The role holder will be required to provide execution and trustee review preparation for the division, specifically in relation to recommendations for distributions, transfers and pension requests.
Responsibilities:
- Ensure tasks are completed within the deadlines set.
- Provide execution and trustee review preparation for non-standard and complex recommendations for the Employer Solutions department (to include distributions, transfers and pension payment requests) and ensure they are completed in a timely manner.
- Assist in maintaining relationships with UHNW and HNW participants.
Skills required:
- Excellent telephone skills, including experience dealing with difficult calls.
- Ability to work to tight deadlines and under pressure.
- High level of accuracy and attention to detail.