Retirement Advisor

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7amyul

ph3Experteer Overview /h3pAs a Retirement Advisor in Milan, you support senior consultants delivering administration and advisory services for pension funds, focusing on governance, compliance, and risk management. You will help manage governance documents, beneficiary processes, and regulatory reporting, collaborating with third‑party partners. The role contributes to shaping retirement solutions and financial well‑being for clients across markets. You will work in a cross‑functional team, with opportunities to influence governance and risk controls in a global context. /ph3Retribuzione / Benefits /h3ulliUpdate and manage governance documentation (notices, minutes, archiving, filings) /liliProvide operational support to implement decisions and prepare contractual documents /liliManage vantaggi requests, enrollments, complaints,



and regulatory reports /liliConduct second‑level controls and monitor risk management KPIs /liliCoordinate with third‑party suppliers and update institutional documentation /liliAnalyze tax issues related to supplementary pensions /li /ulh3Responsabilità /h3ulliBachelor's or Master's degree in Economics or related fields /liliKnowledge of pension regulations (D.Lgs. 252/2005, IORP II, DORA, GDPR) and supervisory practices /liliExperience in operational management of pension funds including enrollments, benefits, complaints /liliProficiency in Microsoft Office (Excel, Word, PowerPoint) and digital communication tools /liliGood knowledge of English (written and spoken) /liliStrong organizational skills, attention to detail, and ability to meet deadlines /liliExcellent interpersonal skills and team‑oriented attitude in international contexts /li /ulh3Requisiti fondamentali /h3ulliDaily lunch vouchers /liliHealth Insurance /liliLife Insurance /liliPension Fund /liliAccidental Death and Disability cover /liliLong term care cover /li /ul /p #J-18808-Ljbffr

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7amyul