Lindsay Costello
Bray,Co. Wicklow
Summary
Experienced professional with over 20 years in the pension industry, having worked across a variety of roles. Possesses extensive knowledge and expertise in pension scheme administration, team leadership, client management, and cross-department coordination.
Overview
30
30
years of professional experience
Work history
Team Leader
IFG Financial Services / Willis Towers Watson (WTW
Dublin
05.2014 - Current
- Promoted from Senior Administrator to Team Leader in March 2021.
- Improved customer satisfaction through close collaboration with the team.
- Coordinated daily tasks, ensuring smooth workflow within the team.
- Conducted regular performance reviews to identify areas of improvement for each team member.
- Encouraged open communication, fostering positive work culture.
- Participate in managing offshore team and attend weekly meetings.
- Attend weekly and monthly client service meetings and quarterly trustee meetings.
- Prepare Weekly and Monthly reports for management team.
- Ensure the team meets all its compliance deadlines
- Dealing with complaints
- Implemented new working methods which improved overall efficiency of the team operations.
- Developed strategies for improved performance level across the team.
Senior Administrator
Mercer
Dublin
05.2008 - 05.2014
- Managed PAO project, including categorising and recording all PAOs for pension schemes.
- Calculated and communicated non-spouse benefits.
- Transitioned to Wind-Up Team (October 2010), managing full scheme wind-ups including documentation, member communication, payment processing, and final accounts.
- Moved to DC Occupational Pension Team (January 2012), managing all aspects of pension schemes, including applications, transfers, refunds, contributions, retirements, member and client queries, liaison with Trustees, Consultants, and Finance, and preparation of quarterly and annual reports.
Senior Administrator
IFG Financial Services
Dublin
03.2001 - 07.2006
- Managed pension schemes for large clients, handling new applications, transfers, refunds, contributions, and retirements.
- Dealing with member and client queries.
- Liaised with Trustees, Consultants, and Finance departments.
- Managed Trustee bank accounts and prepared quarterly and annual Administration reports.
Front Office Manager
Royal Hotel and Leisure Centre
Bray
05.1995 - 03.2001
- Progressed from Junior Receptionist to Front Office Manager within four years.
- Conducted regular performance reviews, promoting continuous improvement amongst staff members.
- Oversaw financial transactions at front desk, maintaining accuracy and integrity at all times.
- Facilitated swift problem resolution in case of any issues or disputes raised.
- Oversaw daily front office operations, ensuring high standards of guest service.
- Prepared weekly and monthly accounts.
- Liaised with different departments, ensuring seamless communication.
- Provided leadership and guidance to front office team members, fostering a cooperative work environment.
Education
LIA
Skills
- Leadership proficiency
- Policy implementation and enforcement
- Productivity improvement strategy
- Tolerance and patience
- Task delegation
Timeline
Team Leader
IFG Financial Services / Willis Towers Watson (WTW
05.2014 - Current
Senior Administrator
Mercer
05.2008 - 05.2014
Senior Administrator
IFG Financial Services
03.2001 - 07.2006
Front Office Manager
Royal Hotel and Leisure Centre
05.1995 - 03.2001
LIA
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