ROLE OVERVIEW
PURPOSE OF JOB
Responsible for the efficient and timely processing of communications (telephone / email etc.) relating to the participants of international pension plans, international retirement & savings plans and deferred compensation plans.
Look to enhance the member experience for our book of clients, ensuring that plan members receive a premium service and clear, concise communications. The successful candidate will also act as an escalation point for more junior members of the team.
MAIN RESPONSIBILITIES AND DUTIES
- Preparing “bulk” communications to send to plan members.
- Assisting members with use of the Employer Solutions online portal.
- Producing ad hoc member statements.
- Maintaining member details on core systems via requests to the Data Management Team.
- Acting on diary reminders.
- Keeping information on plans up to date and making sure any changes are circulated to the team.
- Adhere to Risk & Compliance procedures in relation to regulatory requirements and AML legislation.
ESSENTIAL REQUIREMENTS
- Excellent telephone skills.
- Ability to work to tight deadlines and under pressure.
- High level of accuracy and attention to detail.
- Must enjoy working part of a team.
OUR COMMITMENT TO INCLUSION & WELLBEING
JTC is committed to fostering a healthy, inclusive organisation where all individuals feel welcome and feel able to participate in the workplace fully. We value different perspectives, backgrounds and lived experiences. This includes supporting employee wellbeing so that people feel equipped to thrive.
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