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Trustee Administrator

Independent Trustee Company
Remote
Full time
1 day ago

Independent Trustee Limited (“ITL”) is a core part of the ITC Group, a financial services group providing leading-edge services in relation to:

§ Governance, including trustee and administration.

§ Pension and investment structures including SSASs, ARFs and PRSAs

The Group’s business was established in 1994 to provide trustee and administration services to self-administered pension schemes. ITL was established in 2004 to act as trustee to group pension schemes and since then its business has expanded to provide trustee and administration services to private trusts, share schemes and commercial trust arrangements.

Between the Group’s pension and private trusts, there are over 5,000 trust arrangements and assets under trusteeship of over €3 billion, with about €150 million of that being from our private trustee practice. The Group employs over 70 staff and is regulated by the Central Bank of Ireland, the Revenue Commissioners, the Pensions Authority and the Department of Justice.

ITC Group have made the decision to work remotely on a permanent basis. Therefore, this role is exclusively a remote working opportunity.

SALARY

Salary is €30,000 per annum.

JOB PROFILE

As Trustee Administrator you will be providing pension administrative services to internal and external clients. Working closely with other members of the team and other parts of the Group you will be responsible for delivering and developing leading edge trustee, compliance and administrative services. You will be involved in designing and updating systems and processes to ensure full and timely compliance by the Group and its clients.

You will have the opportunity to work as part of a team and gaining diverse experience from the activities of the overall team.

PRINCIPAL ACCOUNTABILITIES

· To be familiar with and understand ITLs trustee, compliance and consulting services and duties.

· Monitoring and reviewing scheme documents, including trustee reports and member communications to ensure they are compliant and timely.

· Deal with new business queries, tender requests and presentations.

· Deal with administrative tasks required for the efficient and compliant running of our pension schemes.

· Implement and develop processes and systems to ensure compliance with Pensions Law requirements, Pension Authority Guidelines and industry best practice and to satisfy client expectations and commitments.

· On-going commitment to best practice governance and administration for our clients.

· Provide internal and external reporting as required.

· Execute and oversee corporate actions in relation to share scheme clients, i.e. dividend payment, large scale purchases, share rights, spin-offs.

· Engage with client advisors and other professions.

· Establish a broad knowledge of tax, legal and investment requirements.

· Review distribution requests and determine appropriateness to carry out distribution.

· Manage client expectations and meet periodically with clients.

· Perform presentations and webinars as required to client base.

· Ensure compliance with various filing procedures.

· Identify new business opportunities and be proactive in onboarding of clients.

SKILLS, ABILITIES AND QUALIFICATIONS REQUIRED FOR THE ROLE

Job Types: Full-time, Permanent

Pay: €30,000.00 per year

Benefits:

Experience:

Work Location: Remote

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