Independent Trustee Company
Valuations And Banking Administrator (Remote)
Valuations And Banking Administrator | Independent TrusteeCompany | Worldwide
Independent Trustee Company is an Irish owned company, established in1994. We employ over 70 staff, and our focus is to deliver flexible andtransparent pension plans for our clients.
Over the last 2 decades, our clients have allowed us to become one ofthe largest providers of self-administered pension structures in Ireland.We administer in excess of €2 billion in client funds through over...
Valuations And Banking Administrator | Independent Trustee Company | Worldwide
Independent Trustee Company is an Irish owned company, established in 1994. We employ over 70 staff, and our focus is to deliver flexible and transparent pension plans for our clients.
Over the last 2 decades, our clients have allowed us to become one of the largest providers of self-administered pension structures in Ireland. We administer in excess of €2 billion in client funds through over 5,500pension structures. Our clients are self-employed individuals, professionals, company directors, corporate clients and financial advisors.
We pride ourselves on our high-quality service and ensure our staff have the skills and expertise to provide a highly efficient and professional service to our clients and advisors.
We are approved by the Revenue Commissioners and the Pensions Authority as Pensioneer Trustee and are regulated by the Central Bank of Ireland. We are also approved Trustee Trainers by the Pensions Authority. We are one of the founding members of the Association of Pension Trustees of Ireland.
JOB DESCRIPTION
The Valuations and Banking Administrator will be responsible for the processing of movements of funds for all areas of the business including investments, property purchases, retirements etc. as well as ensuring all banking requests are processed in a timely manner. The Valuations and Banking Administrator will liaise with all areas of the Customer Services Team to ensure SLA’s are met and that our Financial Advisors and clients receive a first class service.
The ITC Group have made the decision to work remotely on a permanent basis. Therefore, this role is exclusively a remote working opportunity.
SALARY
Starting salary is €27,000 rising to €28,000 on successful completion of 6-month probationary period.
KEY RESPONSIBILITIES
This is primarily an administrative role supporting our clients, intermediaries, sales team and other departments within the Company. The typical day to day workload of a Valuations and Banking Administrator would broadly consist of 60% administration work, 30% preparing client reports and 10% client servicing.
The main responsibilities of this role include:
§ Processing movement of funds for all areas of the business including investments, property purchases, retirements etc. as well as ensuring all banking requests are processed in a timely manner.
§ Allocating daily banking transactions and processing online & manual bank transfers from the respective pension schemes.
§ Completing assigned quarterly and annual reporting for all our core products.
§ Liaising with numerous third parties including intermediaries, investment companies and banks to obtain scheme valuations.
§ Responsibility for maintaining transactions for view on Client/Broker Portal.
§ Ensuring client service standards are upheld by adhering to the procedure’s manual and customer charter.
§ Deliver a first-class service to our Financial Advisors and Clients in line with our company policies and procedures.
§ Ensuring all banking requests are processed in a timely manner.
REQUIRED SKILLS & BEHAVIOURS
§ Communicate enthusiasm and commitment to achieving objectives and contributes to their team.
§ Aptitude to organise tasks and manage workload efficiently.
§ Ability to work both on own initiative and as part of a team.
§ Listens to the needs of customers and act on what they are saying.
§ Actively seeks out views, opinions, and ideas from others.
§ Investigate issues/problems to their best ability and seek assistance with basic understanding completed.
§ Communicates with others in a professional and helpful way, conveying information clearly and concisely.
§ Actively monitors own performance against personal, team and company targets.
§ Understands the nature of their job requirements and who these services are targeted towards.
§ Shows respect for other members of the team and provides support for one another.
QUALIFICATIONS / EXPERIENCE REQUIRED
§ Experience in a client facing role is essential.
§ A minimum of 1 year Administration experience.
§ Working knowledge of MS Office, Outlook and in any in-house systems.
§ Experience in data entry roles beneficial.
§ Experience in accounts roles beneficial.
§ Business or Financial qualification, beneficial but not required.
§ QFA qualified or working towards QFA is desirable but not essential.
Job Types: Full-time, Permanent
Pay: From €27,000.00 per year
Benefits:
- Company events
- Company pension
- Employee assistance program
- Flexitime
- Private medical insurance
- Sick pay
- Wellness program
- Work from home
Schedule:
- Monday to Friday
Experience:
- Office or administration: 1 year (required)
Work authorisation:
- Ireland (required)
Work Location: Remote
