Pensions Administrator

Praxis Group

Malta Island
Permanent
Full-time

29 days ago

Praxis is an independent, leading provider of bespoke private wealth, corporate administration and yacht services to companies, individuals and families across the world.Our expertise and experience is driven by recruiting and retaining the brightest and best, and creating a culture that allows people to thrive. Our independence encourages an open culture where every voice is valued. We care about creating an environment that hears, supports and shares openly with all our people.Teamwork and collaboration are at the heart of our approach, and we nurture an environment of openness and respect where everyone feels valued.Be heard. Be part of the Praxis Group.Our private wealth and corporate services teams work with our clients and their advisers, delivering an efficient, informed and personal service. We operate a fast-paced and rewarding environment with opportunities to service a variety ofJob summary:A key part of the role would be to provide extensive support to the team to ensure continuity of the high-level service that is expected by our private clients. This role will play an integral part in our customer service and organisational strength of the team. Good verbal and communication skills are essential, along with a strong ability to multi-task. On the job training will be given on an on-going basis which will be supported by external courses, as and when required. In addition, full support will be given regarding professional study/ continuing professional development.Job accountabilities:

Day to day running of own portfolio of clients, this will include:
Processing complex investment solutions in a timely and accurate manner
Liaising with professional intermediaries to source and implement tax, legal and investment advice
Statutory work – ensuring that statutory records are kept up to date and are accurately maintained at all times
Entity reviews – ongoing periodic reviews of entities as per risk classification
Responding to queries raised via the Compliance Monitoring Program
Processing of new business, liaising with compliance department
Processing of internal and external payments
Collection of fees and active chasing of any debtor positions
Collation and review of financial data relevant to the entity
Ongoing review of appropriateness of appointed third parties, such as investment and financial advisers
Liaison with our respective departments regarding accounting and taxation issues
Liaison with clients and intermediaries both by telephone and in writing
Assist more junior staff with queries/problems being encountered and assist in the resolution thereof
Adhere to scheme rules, policies and procedures and the relevant legislation
Pro-actively raise issues to line manager
Comply with compliance and risk procedures
Provision of high quality and timely client service

Minimum education and experience

Ideally educated to ‘A’ Level standard, or beyond

Required skills

Ability to multitask and respond quickly to client/intermediary requests
Excellent communication skills
Excellent attention to detail
Good numeracy and computer skills
A positive ‘can do’ attitude
Previous experience of managing own portfolio of clients
Good team player
Ability to work to deadlines with the minimum of supervision

Additional InformationIn addition, all our team members are expected to be committed to our core values:We inspireWe listenWe trustWe succeed togetherEducation and Experience

A levels

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