Client Services Administrator
2 weeks ago
Aim & Purpose:
Walker Crips Pensions, a provider of Self Invested Personal Pensions (SIPP) and Small Self Administered Schemes (SSAS) & Professional Trustee services, is offering the position of Client Services Administrator to provide admin support to the Client Managers, Directors and Consultants predominately within the SSAS team based in their York office.
A Small Self-Administered Scheme (SSAS) is an employer sponsored 'defined contribution pension scheme' limited to 11 members, often the owner, directors and family members who are employees. At Walker Crips Pensions, our team work with members and their advisers, to arrange and manage their SSAS.
Duties & Responsibilities:
The role covers a wide range of general administration, but not limited to, the following:
•Fielding of client calls/emails to relevant Client Manager/Consultant.
•General post/email scanning and filing to document systems.
•Banking documentation prep- applications, mandate updates.
•Investment documentation prep- applications, top up, encashments.
•Internal documentation prep - Scheme application/takeover forms, Member applications, Benefit forms, Loan Agreements, General client correspondence.
•Scheme payments - issue of instructions to clients and submission to bank.
•Payroll - preparation of bank files and issue of payslips, P60 issuing.
•Property Management - issuing of invoices to Tenants and reconciliations.
•Client Reports – initial preparation and issuing to clients.
•Issuing client documentation and monitoring for return.
•Ensuring accurate records are maintained on back office systems.
•Project admin support - client mailings/mail merges.
Key Skills/Requirements:
•Pensions experience not required but may suit those with experience in Financial Services.
•Good communication skills.
•Ability to self organise and work under own initiative.
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