Administrator - Transfers & Distributions

2 weeks ago


St Helier, United Kingdom JTC Group Full time

**Join Team JTC where your contribution will be valued.**:
**Purpose of Job**:
The Transfers and Distributions Team deal with requests from plan members to take benefits from their pension plans or employee benefit trusts, be that in the form of a pension, lump sum distribution, loan or transfer to another plan.

The role holder will act as the main point of contact for plan members in relation to their distribution, transfer or pension request and will manage all aspects of the distribution from receipt of the request to payment of the benefits following well defined processes.

**Main Responsibilities and Duties**:

- Act as main point of contact for plan members;
- Review requests from members for benefit payments to confirm whether the member meets the criteria to receive those benefits;
- Manage all aspects of the distribution process from receipt of the request to payment to the plan member;
- Follow all relevant processes and procedures;
- Ensure tasks are completed within the deadlines set;
- Document trustee decision making;
- Source legal and tax advice and liaise with those advisors to ensure all relevant paperwork and advice is received;
- Maintain accurate and up to date records of client entities; and
- Assist with collating and processing know your client (“KYC”) documents from plan members.

**Essential Requirements**:

- Excellent communication skills (both written and oral)
- High attention to detail
- Completer finisher
- Ability to work to tight deadlines
- Hold or willing to study towards a professional qualification (ACCA/ICSA/STEP)
- Administration experience desirable

**Conclusion**:
JTC is a publicly listed, global professional services business with deep expertise in fund, corporate and private client services. Every JTC person is an owner of the business and this fundamental part of our culture aligns us with the best interests of all of our stakeholders. Our purpose is to maximise potential and our success is built on service excellence, long-term relationships and technology capabilities that drive efficiency and add value.

JTC’s culture places a strong focus on the development of its employees. We value our employees’ commitment to their career and encourage and support you if you wish to pursue a professional qualification as well as providing ongoing learning and development opportunities through our Academy and Gateway programmes. Our vision for the future is driven by an entrepreneurial and innovative spirit.

Key Contact
**Chantal Clarke**:

- Office +44 1534 700 113



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