Conor Whelan QFA RPA PTP AIIPM

Executive Administrator at Irish Life Corporate Business
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Contact Information
us****@****om
(386) 825-5501
Location
Ireland, IE

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Credentials

  • AIIPM
    Irish Institute of Pensions Management
    Mar, 2022
    - Sep, 2024
  • Retirement Plans Associate (RPA)
    LIA Ireland
    Sep, 2018
    - Sep, 2024
  • Qualified Financial Advisor
    LIA Ireland
    Jan, 2016
    - Sep, 2024
  • APA Loans
    LIA Ireland
    Oct, 2015
    - Sep, 2024
  • APA Life Assurance
    LIA Ireland
    Sep, 2015
    - Sep, 2024
  • APA Pensions
    LIA Ireland
  • APA Savings & Investments
    LIA Ireland

Experience

  • Irish Life Corporate Business
    • Ireland
    • Financial Services
    • 100 - 200 Employee
    • Executive Administrator
      • May 2018 - Present

  • Willis Towers Watson Ireland
    • Senior Pension Administrator
      • Dec 2016 - Present

  • Aviva
    • Insurance
    • 1 - 100 Employee
    • Pensions Administrator
      • Aug 2014 - Nov 2016

      Administration of Self-directed and Investment Only pension schemes. Administration of Self-directed and Investment Only pension schemes.

  • The HR Company | B2E Ltd.
    • Pensions Administrator
      • Jan 2014 - Aug 2014

      • Preparation and issuing of leaving service options statements to memberst• Preparation of the annual benefit statements• Preparing and issuing of statements for deferred members of the pension scheme• Dealing with pension and payroll queries received via post, email, over the phone and in person• Processing of transfers out of the scheme• Maintaining members records• Assisting the Secretary of the scheme with arranging trustee meetings or seminars • Preparation and issuing of leaving service options statements to memberst• Preparation of the annual benefit statements• Preparing and issuing of statements for deferred members of the pension scheme• Dealing with pension and payroll queries received via post, email, over the phone and in person• Processing of transfers out of the scheme• Maintaining members records• Assisting the Secretary of the scheme with arranging trustee meetings or seminars

  • Mercer
    • Portugal
    • IT Services and IT Consulting
    • Pension Administrator
      • Jan 2013 - Oct 2013

  • Canada Life
    • Canada
    • Insurance
    • 700 & Above Employee
    • Pension Administrator
      • Sep 2007 - Jan 2013

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