******Knowledge, experience and qualifications required **   • 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.