$37,813 - $44,116 yearly
CV Library
Salisbury, MD, USA
Are you an experienced Pensions Account Manager with good knowledge of SSAS? If so, I have an exciting opportunity for a Pensions Account Manager in Salisbury, working on a hybrid/remote basis.
The role:
You will be responsible for carrying out cradle to grave administration for an allocated portfolio of Small Self-Administered Schemes (SSAS) and delivering excellent technical and customer service outcomes to clients and intermediaries.
Main Duties:
Demonstrate knowledge and understanding of individual clients and their advisers, and actively engage with all parties to achieve the best possible customer outcomes.
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.
Undertake property and land purchases and sales in accordance with internal procedures and guidelines.
Ensure that rent reviews, lease expiries, EPC...