Pension Technical Administrator
Dublin (Dublin City) Accounting / Management control
Job description
Job Details
Role Sector: Customer Service
Hours Per Week: 35
Salary Range: €
Additional Benefits: Bonus potential, generous annual leave entitlement and a competitive pension.
Role Description
About Role
Fixed Term contract to cover maternity leave
A maternity leave cover position has arisen in the Customer Experience area (Pensions Technical Services team). This is an excellent opportunity to learn new skills and /or further your experience in a vibrant and challenging pension environment. The role is to provide an efficient, effective & professional legal documentation service primarily for employer sponsored pension schemes.
Duties & Responsibilities
The successful candidate will be responsible for:
• The set up and maintenance of legal arrangement and trustee records.
• Provide member booklets and leaflets for Group DC and Group Risk schemes.
• Submitting Group DC and Group Risk schemes for Revenue approval/Pensions Authority registration.
• Issuing Legal documentation – Rules, Booklets and Policy Documents – for newly approved schemes, where necessary.
• Keeping up to date with legal & tax developments in pensions market, and advising wider Customer Experience Department of such changes.
• Providing technical information and answering technical queries (email/telephone) relating to legal and Revenue aspects of pensions, to internal staff, sales consultants and brokers.
• Drafting and issuing supplementary legal documentation (such as deeds, rule amendments, supplementary letters of exchange, winding up resolutions etc.) for Group & Executive schemes.
• Liaising with and providing documentation support to professional trustees.
• Reviewing & processing Family Law documentation received from solicitors/Courts Service.
• Reviewing legacy policy conditions/rules and amending same.
• Supporting the Trusteeship requirements and working on reporting for external corporate & professional trustee companies.
• Communicate effectively with customers, brokers and trustees on pension queries.
• Answer queries from relevant stakeholders on all of the above.
About You
Skills & Experience required
The successful candidate will:
• Have a solid technical knowledge of pensions including occupational pension schemes and their features.
• Have an awareness of the legal documentation required for various scenarios – change of trustees/employer, etc.
• Demonstrate excellent communication skills, particularly written.
• Will have excellent PC skills
• Have a track record in providing excellent customer service skills
• Be willing to undertake pensions examinations
• Have an enthusiastic and positive approach to work
• Be QFA qualified or working towards same.