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Trustee Support Officer, London
- UK - London
- £25000 - £30000 per annum + benefits
- Full-Time Permanent
- Financial Services - Pensions
- Hays Insurance & Financial Services
- 20-11-08
Job Description
City based Trustee company require a Pension Trustee Support Administrator to join the busy team supporting the trustee principals in the provision of independent trustees services and to maintain internal controls:
Main objectives, responsibilities and tasks
To work closely with trustee principals in maintaining and delivering the independent trustee service to the portfolio of ongoing pension schemes.
To provide support to the Head of Pension Trustees in monitoring the delivery of reports and workloads within the overall pension trustee team.
To provide occasional support to the scheme windup and special projects part of the team.
To be responsible for the maintenance and standards of the paper and system based filing systems.
To be closely involved in the gathering of information and production of papers required for internal and external meetings.
To be closely involved in the maintenance of standards of governance and the trust company's own internal controls.
To liaise with and establish strong written and verbal contact with all parties involved in running pension schemes, i.e. employers, co-trustees, scheme administrators, consultants, scheme secretaries, actuaries, legal advisors, auditors, fund managers.
To assist in the generation of regular invoices and co-ordinate the payment of internally and externally authorised invoices by schemes or scheme sponsors.
To handle occasional queries from scheme members.
To help in preparation of information and reports for regulatory purposes including whistle-blowing reports to the Pensions Regulator.
To help in the establishment of records for new trustee appointments and collation of key documents.
To cooperate and make a positive contribution to the Team and the business as a whole.
To ensure compliance with all internal and Group systems, procedures and policies.
To maintain timesheets as required.
Available on request
Key Competencies
The jobholder should have a good grasp of the structure of trust based occupational pension schemes.
Ideally the jobholder should have at least 3 years relevant industry experience, preferably working in a similar capacity or in a related area such as consulting or scheme administration.
There is no requirement for a professional qualification, however this would be an advantage. The jobholder is expected to ensure that they keep up to date with industry and regulatory developments, and understand the full implications and impact on trustee responsibilities.
The jobholder must be confident and articulate and have sound communication skills.
The jobholder must have good organisational skills and the ability to work under pressure.
The jobholder should be able to work on their own initiative but recognise when to seek clarification or guidance.
The jobholder should enjoy working in a team environment, and working with a wide variety of people.
Degree of Accountability
The jobholder reports to the Head of Pension Trustees, but is accountable to the trustee principles responsible for the ongoing pension trustee appointments.
Main objectives, responsibilities and tasks
To work closely with trustee principals in maintaining and delivering the independent trustee service to the portfolio of ongoing pension schemes.
To provide support to the Head of Pension Trustees in monitoring the delivery of reports and workloads within the overall pension trustee team.
To provide occasional support to the scheme windup and special projects part of the team.
To be responsible for the maintenance and standards of the paper and system based filing systems.
To be closely involved in the gathering of information and production of papers required for internal and external meetings.
To be closely involved in the maintenance of standards of governance and the trust company's own internal controls.
To liaise with and establish strong written and verbal contact with all parties involved in running pension schemes, i.e. employers, co-trustees, scheme administrators, consultants, scheme secretaries, actuaries, legal advisors, auditors, fund managers.
To assist in the generation of regular invoices and co-ordinate the payment of internally and externally authorised invoices by schemes or scheme sponsors.
To handle occasional queries from scheme members.
To help in preparation of information and reports for regulatory purposes including whistle-blowing reports to the Pensions Regulator.
To help in the establishment of records for new trustee appointments and collation of key documents.
To cooperate and make a positive contribution to the Team and the business as a whole.
To ensure compliance with all internal and Group systems, procedures and policies.
To maintain timesheets as required.
Available on request
Key Competencies
The jobholder should have a good grasp of the structure of trust based occupational pension schemes.
Ideally the jobholder should have at least 3 years relevant industry experience, preferably working in a similar capacity or in a related area such as consulting or scheme administration.
There is no requirement for a professional qualification, however this would be an advantage. The jobholder is expected to ensure that they keep up to date with industry and regulatory developments, and understand the full implications and impact on trustee responsibilities.
The jobholder must be confident and articulate and have sound communication skills.
The jobholder must have good organisational skills and the ability to work under pressure.
The jobholder should be able to work on their own initiative but recognise when to seek clarification or guidance.
The jobholder should enjoy working in a team environment, and working with a wide variety of people.
Degree of Accountability
The jobholder reports to the Head of Pension Trustees, but is accountable to the trustee principles responsible for the ongoing pension trustee appointments.
- Julie Kelly
- 190780
