Pension Admin Assistant

Pension Administrative Assistant

£26,000 - £27,000

37.5 hours per week. 9am – 5.30 (Core hours 10.00am to 4.00pm, Monday to Friday)

Competitive Salary, 25 days holiday (3 reserved for Christmas) plus flex time

free car parking

5% Pension contribution through auto enrolment pension scheme

private health care scheme, 4x salary death benefit and help with exams through time off for study and with exam costs and study material.

Overview

This is an exciting opportunity to join an award-winning Pension Specialist Company with over 40 years of excellent customer service. Offering a dedicated consultant led approach to delivering our client’s needs.

Key responsibilities:

As a member of the pension administration team, you will be expected to provide administration duties and support to the Pension Administrator and report to the Pension Consultant to provide a dedicated office and client service.

Duties to include:

Liaising with the new business department to ensure application information is accurate and complete

Generating database records to establish new pension schemes in a timely and accurate manner

Maintaining and recording client data and transactions

Distributing incoming mail to the appropriate recipient

Updating and maintaining database records accurately and efficiently

Generate standard client correspondence

Maintaining schedule of dates to process all administrative duties

Logging copies of all correspondence under appropriate references

Handling client phone calls

Photocopying and printing off standard database reports, both routinely, and upon request

Undertaking other tasks at the consultant’s request to ensure efficient operation of the office

Skills/Experience required:

A good grasp of modern office practices

Organisational skills

Ability to multitask, and plan own workload to meet business requirements and service level agreements

Numerate, with good Microsoft Office skills

Articulate, with ability to speak to high-net-worth individuals and senior level staff

Good team player with excellent communication skills

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