Pensions and Investment Administrator

Pensions and Investment Administrator (Temp to Perm) | Financial Services | Gibraltar | Salary c£30 -35,000k DOE | Office Based

Temp to Perm Pensions and Investment Administrator required by an established Investment Company to assist and take ownership of onboarding new clients within tight timescales, managing and enhancing current client relationships.

The role can be offered on a part time basis or with flexi working hours.

The Pensions and Investment Administrator will be assisting with trading for these clients as well as contributing to the overall bulk-trading administration as part of the wider team.

It is ideal if candidates are immediate to start or within a week or 2.

The key responsibilities are a proactive style to investigating and a high attention to detail.

What's on offer to you?

• Genuine career progression with study support post probation


• 25 Days plus Gibraltar Days


• Can be flexible hours arranged, part time can be accommodated


• Reporting to the Office Manager

What You Will Be Doing

• Deliver exceptional service to new and existing clients (within standard SLA turnaround times).


• Delivering exceptional service and support to pensions and investment clients as well as clients moving to Gibraltar requiring residency permits.


• Ensure a seamless onboarding process for new clients within the client's standard turnaround times.


• Ensure a seamless onboarding and renewal process for Gibraltar Resident applications.


• Provide weekly Management Information in a timely manner and on status progress of new onboarding cases.


• Work as part of the wider team for rebalancing trading activities as and when this takes place.


• First point of contact for incoming phone calls and office visitors.


• Incoming client mail and outbound client mail.


• Manage ongoing workflows for clients and ensure these are completed within SLAs.


• Full administration of Pension and Investment clients.


• Working as part of a team to ensure the timely completion of various trading activities.


• Any other duties as requested

What You Will Need to Succeed in This Role

• Computer literate and have used CRM systems


• Time management skills


• Organised with a high attention to detail


• Positive and can-do attitude


• Team player and a “Problem Solver”


• High energy levels


• Takes personal responsibility for deliverables


• Strong worth ethic


• Very self-disciplined and highly organised


• Results orientated

Keywords: Pensions and Investment Administrator | Gibraltar | Client On-Boarding | Financial Services