Corporate Pension Relationship Assistant

• Bachelor’s degree in a business-related field.

• 1 - 2 years’ experience in pensions, financial services, or relationship management.

Knowledge of RBA regulatory requirements and pension industry concepts.

• Own the planning and delivery of customer engagement forums for the assigned portfolio, ensuring effective stakeholder engagement.

• Act as the first-line support for basic client inquiries and escalate unresolved issues.

• Liaison between customers and the relevant pension operations team to ensure all customer queries / requests are attended to within the set timelines.

• Prepare meeting packs, presentations, and logistics for member education forums, AGMs, and trustee engagements.

• Develop customer communications, training manuals and write-ups in reference to Retirement Benefits.

• Coordinate customer technology training logistics (invites, follow-ups, attendance registers).

• Coordinate Board of Trustee Meetings and Annual General Meetings for Income Drawdown Plan, Individual Plans and Umbrella Plans.

• Continuously engage in contribution and arrears collections as well as in suspense balances clearance.

• Develop routine reports and ensure accuracy before submission.

• Review documentation from customers and raise requests in the CRM (Customer Requests Management) system for tracking and resolution by relevant parties.

• Facilitate provision of necessary information and data required during scheme audits.

• File scheme compliance documents such as governance policies, Investment Policy statements, Trust deeds and rules, and contracting out documents with the Retirement Benefits Authority.

• Attend to walk in customers under the employer sponsored schemes.

• Perform any other duties as may be assigned from time to time.

• Delegated Authority: As per the approved Delegated Authority Matrix.