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Client Administrator

4 months ago

Salford, United Kingdom The OPRA Group Full time

A great opportunity with a wealth management company in Bolton. You will be responsible for carrying out cradle to grave administration for a portfolio of Small Self-Administered Schemes and delivering excellent technical and customer service.


Duties include :

Calculate and pay retirement benefits. Process contributions and transfers into the scheme. Arrange buying/surrender of investment portfolios. Prepare scheme asset valuations and member fund share calculations.

If interested, it would be great to hear from you.