Marilu Asia
Gibraltar
Summary
A highly competent, motivated and enthusiastic Pension Administrator with 10 years of experience in the pension industry with profound knowledge in QROPS and SIPP. Strong organisational skills with keen eye for detail. Proactive in providing timely, efficient and accurate administrative support.
Overview
15
15
years of professional experience
Work History
Pension Administrator
IVCM Trustees (Gibraltar) Limited
04.2015 - Current
- Responsible for the day-to-day administration of pension scheme, making sure that new and existing customers' policies are accurately maintained and serviced.
- Serves as the main point of contact for pension cases.
- Oversees the investment process of the pension cases onto the chosen investment provider. Setting up onshore and offshore investment.
- Makes and checks necessary calculations for an investment.
- Deals with policy documents, encashment, withdrawals, partial and full surrender of an investment.
- Calculates income, tax free cash (lump sum), and fees based on given GAD and tax rates.
- Receives and answers inquiries from clients and financial advisers through telephone and e-mail.
- Processes transfers out of pension cases onto other pension scheme.
- Preparing transfers discharge form to the ceding schemes.
- Transfer chasing.
- I am regularly updating records to reflect retirements, death, divorces and changes in beneficiaries requested by the clients.
- Send out monthly statements to keep our client apprised of the status of their pension funds.
- To have a pleasant helpful telephone and written manner.
- To deal with other general work as requested by the Supervisors Managers or the Directors.
- Monitoring workflow to ensure all work is processed within timescales set by the managers/ supervisors.
- Compiling & update lists of reports (daily, weekly & annually).
- To liaise with internal & external contacts.
- To prioritize, diary workload and maintain good reminder discipline.
- To maintain a good technical knowledge of the industry and products.
- Keeping track of day to day activities.
Pension Administrator / Support Services
Brooklands Pensions
03.2013 - 04.2015
- Handles over-all process of a pension case for SIPP (Self-Invested Personal Pension), QROPS (Qualified Recognised Overseas Pension Scheme) in Gibraltar, New Zealand, Malta, and Guernsey jurisdictions.
Healthcare Assistant /Auxiliary Nurse
Clara Court Residential Care Home
06.2011 - 01.2013
Healthcare Assistant /Auxiliary Nurse
Brambling Lodge EMI Residential Home
09.2010 - 06.2011
- Responsible for upkeeping clients' hygiene, ensuring their safety and facilitating social-emotional support. Providing personal care, including showering, baths, shaving and oral hygiene. Supporting people with mobility issues and transfers using appropriate equipment. Preparation of daily meals and support with feeding and hydration. Supporting and administering medication as per the company's policies and procedures
Nurse
Laoag Polyclinic
07.2008 - 08.2010
Nurse Trainee/Nurse Volunteer
Medical Intensive Care Unit, Mariano Marcos Memorial Hospital and Medical Center
07.2008 - 10.2008
- Monitoring patient's condition and assessing their needs to provide the best possible care and advice. Observing and interpreting patient's symptoms and communicating them to physicians. Collaborating with physicians and nurses to devise individualized care plans for patients.
Education
Diploma in Higher Education - BSc International Healthcare And Nursing
University of Northampton – School of Health
Northampton, United Kingdom09.2012
Bachelor of Science - Nursing
Mariano Marcos State University
Philippines04.2007
High School Diploma -
Mariano Marcos State University, Science High Scho
Philippines03.2003
Skills
- Self-motivated, with a strong sense of personal responsibility, positive attitude and willingness to learn
- Passionate about excellent client services
- Proven ability to learn quickly and adapt to new situations
- Effective time management, planning, and organisational skills Ability to prioritise tasks Managed time efficiently in order to complete all tasks within deadlines
- Worked well in a team setting, providing support and guidance
- Excellent communication skills, both verbal and written
- Passionate about learning and committed to continual improvement
- Demonstrated respect, friendliness and willingness to help wherever needed
Languages
Filipino
Native language
English
Advanced
C1
Spanish
Intermediate
B1
Additional Information
REFERENCES:
Available upon request.
Timeline
Pension Administrator
IVCM Trustees (Gibraltar) Limited
04.2015 - Current
Pension Administrator / Support Services
Brooklands Pensions
03.2013 - 04.2015
Healthcare Assistant /Auxiliary Nurse
Clara Court Residential Care Home
06.2011 - 01.2013
Healthcare Assistant /Auxiliary Nurse
Brambling Lodge EMI Residential Home
09.2010 - 06.2011
Nurse
Laoag Polyclinic
07.2008 - 08.2010
Nurse Trainee/Nurse Volunteer
Medical Intensive Care Unit, Mariano Marcos Memorial Hospital and Medical Center
07.2008 - 10.2008
Diploma in Higher Education - BSc International Healthcare And Nursing
University of Northampton – School of Health
Bachelor of Science - Nursing
Mariano Marcos State University
High School Diploma -
Mariano Marcos State University, Science High Scho
Similar Profiles
Trent StevensonTrent Stevenson
Personal Financial Consultant at State Trustees LimitedPersonal Financial Consultant at State Trustees Limited
Todor StoyanovTodor Stoyanov
Accounts Administrator at Sovereign Pensions Services (Gibraltar) LimitedAccounts Administrator at Sovereign Pensions Services (Gibraltar) Limited
Thomas WesolsThomas Wesols
Associate / Senior Analyst, Operations & Oversight at Equity Trustees LimitedAssociate / Senior Analyst, Operations & Oversight at Equity Trustees Limited