Pensions Administrator

Job description

Assistant Administrator

- Complies with ALL internal procedures
- Demonstrates good administration and organisation skills
- Work is completed to a high level of accuracy
- Able to manage conflicting priorities, seeking guidance from team members where necessary
- Demonstrates good communication skills face to face, by phone and email
- Accurate recording of telephone calls
- Provides open and honest feedback
- Maintains a professional attitude at all times
- Demonstrates a willingness to understand basic pensions legislation
- Maintains personal outlook and client inboxes, logging emails where necessary
- Maintains and update members’ records within the administration database
- Undertakes routine tasks including logging post, photocopying and filing
- Dealing with member certificates/identification
- Responding in writing to basic queries/requests from clients, members and other parties, seeking guidance from team members where necessary
- Maintains schemes’ cashbooks to a high level of accuracy
- Able to raise payment and receipt forms and processes these in line with each schemes requirements
- Complies with ALL internal procedures
- Undertakes routine tasks including logging post, photocopying and filing
- Demonstrates a basic understanding of pensions legislation
- Demonstrates an understanding of a portfolio of schemes assigned to you
- Work is completed to a high level of accuracy
- Demonstrates good administration and organisation skills
- Maintenance of your own work log, feeding upwards in a timely manner where support is required or any disclosure requirements are about to be breached
- Able to manage conflicting priorities, seeking guidance from seniors where necessary
- Demonstrates good communication skills face to face, by phone and email
- Accurate recording of telephone calls and responding where appropriate, seeking guidance from others as required
- Provides on the job training to administration assistants/other administrators where required
- Demonstrates building of relationships with clients through day to day contact
- Identify work which is non-routine prior to undertaking and raise with the senior
- Provides open and honest feedback
- Maintains a professional attitude at all times
- Maintains personal outlook and client inboxes, logging and dealing with emails where necessary
- Demonstrates a good understanding of Excel including the ability to produce manual calculations
- Flags any errors or omissions to the scheme’s administration manager immediately upon discovery/notification
- Full maintenance of members’ records within the administration database
- Dealing with member certificates/identification
- Completion of routine calculations, processing of benefits for all movements and activity e.g. leavers, new entrants, retirements, transfers, deaths on a portfolio of schemes assigned to them
- Processing and setting up benefits either via the scheme and liaising with payroll as necessary, or via an annuity purchase.
- Calculating and processing any increases to pensions in payment as applicable
- Production of scheme stewardship reports
- Collation and collection of data/information to assist in the production of the scheme’s accounts, actuarial valuations and group life re-broking as required on their scheme
- Responding in writing to routine queries/requests from clients, members and other parties, seeking guidance from team members where necessary
- Maintains schemes’ cashbooks to a high level of accuracy
- Completion of cashflow forecasts and processing of disinvestments and investments as and when required
- Able to raise payment and receipt forms and processes these in line with each schemes requirements
- Assisting in completion of the annual renewal process and production of benefit statement