Job Description - Trust and Client Services Officer (Financial Services)
Key Duties and Responsibilities:
Manage client questions and queries
Attend to all administrative tasks, associated with, and required by the deed and statutory legislation, accurately and in accordance with our Service Level Agreements (SLA).
Remain abreast of pension and trust regulations
Appropriately store/input and reference all client documentation within the document management system and administration system
Ensure we meet CDD requirements for all members, reviewing files as and when required as per our policy.
Record all client financial transactions, this includes investments, transfers, benefit payments, statutory payments, and fee charges.
Ensure housekeeping, cases and data capturing is completed accurately in relevant systems i.e. Salesforce.
A clear understanding of applicable Pension and Trust legislation and statutory reporting requirements.
Experience of administrating pension and trust schemes.
An ability to read/research governance documents impacting a scheme/trust and apply appropriately.
A logical approach to assessing productivity and implementing solutions.
Calculating and informing on pension payment calculations and associated tax/lump sum/loan/benefit and drawdown payments.
Investigate and prepare a response to complaints.
Review and respond to billing queries.
Ability to provide assistance with regulatory reporting.
Ability to correspond with relevant tax offices to ensure efficient resolution of client queries.
Act as a signatory, once approved, for the business
Support, coach, and guide colleagues in the performance of their duties.
Complete any other duties as and when required to drive business success.
Attend Management meetings on request or in the absence of the manager.
Hold regular team meetings.
Conduct annual appraisals, on request or in the absence of the manager
Requirements
Relevant post matric qualification (degree or diploma)
3-5 years relevant experience is desired
Relevant professional qualification - STEP is preferable
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