Senior Pensions Associate Role Summary:
We are seeking a highly skilled and experienced Senior Pensions Associate to join our team. The ideal candidate will have in-depth knowledge of pension products, particularly Personal Retirement Savings Accounts (PRSAs) and Approved Retirement Funds (ARFs).
Duties and Responsibilities:
* Pension Product Expertise: Develop and maintain a thorough understanding of our firm's pension product offering.
* Contract Setup and Administration: Set up new pension contracts, allocate contributions or transfers of retained benefits, and ensure timely processing.
* Transfer Coordination: Co-ordinate transfers out to other pension providers, manage Pension Adjustment Orders, and handle death benefit cases with precision.
Key Requirements:
* In-depth knowledge of pension products and regulations.
* Excellent analytical and problem-solving skills.
* Strong communication and interpersonal skills.
Please note that this job description is subject to change based on business needs.