Experteer Overview As 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.
Retribuzione / Benefits Update and manage governance documentation (notices, minutes, archiving, filings)
Provide operational support to implement decisions and prepare contractual documents
Manage vantaggi requests, enrollments, complaints, and regulatory reports
Conduct second‑level controls and monitor risk management KPIs
Coordinate with third‑party suppliers and update institutional documentation




Analyze tax issues related to supplementary pensions
Responsabilità Bachelor's or Master's degree in Economics or related fields
Knowledge of pension regulations (D.Lgs. 252/2005, IORP II, DORA, GDPR) and supervisory practices
Experience in operational management of pension funds including enrollments, benefits, complaints
Proficiency in Microsoft Office (Excel, Word, PowerPoint) and digital communication tools
Good knowledge of English (written and spoken)
Strong organizational skills, attention to detail, and ability to meet deadlines
Excellent interpersonal skills and team‑oriented attitude in international contexts
Requisiti fondamentali Daily lunch vouchers
Health Insurance
Life Insurance
Pension Fund
Accidental Death and Disability cover
Long term care cover

#J-18808-Ljbffr

📌 Retirement Advisor (Cusano Milanino)
🏢 Altro
📍 Cusano Milanino