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Assistant Pension Trustee
2 months ago
Due to new client wins, a family run pension company providing services to defined benefit pension schemes have a great opportunity available for an experienced pension professional to join their Trustee team.
The role will involve working within a small trustee team to manage the operation and governance of a number of small DB schemes. Using workflow monitoring system to ensure that all work targets are met and tasks completed within statutory deadlines.
Liaising with service providers (actuaries, administrators, accountants, and lawyers etc) by phone, e-mail and letter, in the management of scheme and member specific tasks.
Assisting in the drafting and review of scheme documents, such as annual accounts, summary funding statements, newsletters, and scheme returns.
Assisting with client take on – due diligence, document collation and review.
Ideally, you will have experience of acting in a scheme secretarial/scheme management role and have a good working knowledge of DB schemes, secretarial and governance support.
If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.