Administrator - Transfers & Distributions - Employer Solutions
Updated: March 08, 2024 11:17 PM GMT
JTC Group
ジャージー島 セント・ヘリアEMPLOYMENT TYPE: Permanent
DEPARTMENT: Employer Solutions
DIVISION: Institutional Client Services
WORKPLACE STRUCTURE: Hybrid
Role Overview
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.
PURPOSE OF JOB
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... More Detail
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