Sarah Brien

Sarah Brien

Pensions Administrator and Consultant [Permanent]

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location of Sarah BrienDublin, County Dublin, Ireland

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  • Timeline

  • About me

    Senior Project Coordinator - Chief of Staff PMO (QFA | RPA | PTP | MEconSci)

  • Education

    • LIA

      2010 - 2010
      QFA - Qualified Financial Advisor Qualified Financial Advisor Diploma
    • UCD Professional Academy

      2022 - 2022
      Certificate Introductory Data Analytics
    • University College Dublin

      2000 - 2003
      Bachelor's degree Bachelor of Social Science Degree, Including; Business Org. and Industrial Relations (BSocSci)
    • University College Dublin

      2003 - 2004
      Masters Masters in Economic Science (MEconSci) Honours
  • Experience

    • AIB

      Jun 2007 - Jun 2012
      Pensions Administrator and Consultant [Permanent]

      Formed an integral part of a relatively small team administrating the AIB Group Staff PensionSchemes (included Defined Benefit, Defined Contribution and Hybrid pension arrangements in boththe UK and Ireland).• Involved with the development and implementation of the AIB Hybrid pension scheme• Responsible for the monthly ROI and UK investment of employee and employer contributions• Retirement and benefit statement production for DC, DB and Hybrid Schemes• Liaised directly with scheme trustees, investment managers and scheme members• Trained and supervised junior members of the teamAwarded the QFA during this time. Show less

    • New Ireland Assurance

      Jan 2012 - Jun 2022

      Led the training, coaching and directing of an out-sourced team of 30 staff based in India. ManagingTransfers for Defined Contribution and Group PRSA schemes. Supported and coached outsourcedteams in Leaving Service Options, Letters of Authority and Annual Benefit Statement Production forCorporate Schemes.• Reviewed and updated Transfer procedures and checklists• Collaborated with colleagues in updating additional relevant procedures and checklists (LSOs,Renewals, LOAs)• Completed essential tasks including peer reviewing, scheme reconciliations, checking and issuingof renewal documentation (within the regulatory deadline) and further urgent ad hoc complexqueries.Also studied and awarded a Certificate in Introductory Data Analytics (Python) during this time at University College Dublin. Show less Managed the administration of a portfolio of Corporate Defined Contribution and Group PRSAschemes and handled the associated client and customer relations.• Duties included processing and checking Renewals, Leaving Service Options, Claims, BulkTransfers, Fund Switches, Policy Alterations, Scheme Reconciliations, Pension Authority Updates• Prioritised and responded to daily queries from brokers, employers and members• Administration of risk benefits for members, including Death in Service, Income Protection andPremium Protection• Liaised with other departments e.g., Actuarial, Pensions Technical, Legal depending on the typeof query received from clients and colleagues• Recognised as a colleague who would be regularly sought out for training, instruction and adviceby junior members of the team; with practical coaching and mentoring skills. Seen as anapproachable and trustworthy asset to the team• Eliminated any data irregularities through cash investigations, scheme reconciliations, PolicyAudits and Finance QueriesAwarded the RPA and PTP during this time. Show less

      • Learning and Development Officer [Contract]

        Jan 2022 - Jun 2022
      • Senior Life and Pensions Administrator [Permanent]

        Jan 2012 - Dec 2021
    • New Ireland Assurance

      Jan 2023 - Dec 2023
      Senior Life and Pensions Administrator and Training Officer [Contract]

      Managed and Supported Annual Benefit Statement Teams as a Subject Matter Expert. Assisted thein-house TAR Audit Team with data gathering and complex queries. • Managed the out-sourced India based Pension Only annual benefit statement team.Provided them with ongoing training and supported them with technical queries • Reviewed their processes and procedures, highlighting issues or irregularities tomanagement • Supported the out-sourced PWC Pension and Risk annual benefit statement team as asubject matter expert, assisting with complex queries outside of their scope and experienceeither directly or by liaising with colleagues and managers of other team • Supported the in-house TAR Audit Team with data gathering and Audit Queries. Liaiseddirectly with external Auditors regarding their queries on 100+ TARs Show less

    • The Citco Group Limited

      May 2024 - now
      Senior Project Coordinator - Chief of Staff PMO
  • Licenses & Certifications

    • Retirement Planning Advice (RPA)

      LIA
      Jan 2014
    • DC Pension Scheme Trustee Practices (PTP)

      LIA
      Jan 2017