Transition Administration Support

2 days ago

Reigate, United Kingdom The Curve Group Full time

**Job Title: Transition Administration Support**

**Location: Reigate - hybrid - 40% office based**

**Full time - 35 hours**

**__________________________**

**About Us**

We're a specialist UK financial services group focusing on attractive segments of the UK retirement income market. But guess what, we're not your traditional financial services company, and we're not just looking for traditional financial services people.We need agile operators who can quickly find solutions and are committed to doing the right thing for our customers.

We are passionate about our strong purpose of helping people achieve a better later life, and our culture is built around our identity of being Just. We do the right thing in the right way. Collaborating and valuing differences makes us a successful teamin which everyone feels included. Our culture, combined with our strong purpose, is one of our key competitive advantages and helps us to make Just an inclusive and great place to work.

In 2021 we were named as one of the?UK's?100?Best Large Companies to Work For and accredited as a 2-star organisation, representing outstanding levels of engagement. Alongside these, we were also recognised in the following Best Companies categories: FinancialServices' 30 Best Companies to Work For, London's 75 Best Large Companies to Work For, South East's 100 Best Companies to Work for and Northern Ireland's 10 Best Companies to Work For. We're extremely proud to have achieved this against the backdrop of thepandemic and the many challenges it posed to our colleagues and customers.

**Role Responsibilities**

The Transition Administration Support role sits within the Defined Benefits team and is focused on reacting to the required member servicing activities on a day-to-day basis for all schemes in transition working with the Transition Managers and the PensionServices Specialists in the member and Operational Services Team.

This role facilitates client and customer requests during transition, through ensuring premiums are received as required, handling a variety of member and trustee queries, supporting the management of complaints, producing deferred member options and solvingmatters relating to the administration of our DB policies in transition.

This role also supports the completion of key activities around mortality and sanction screening, working with the Implementations Services team as well as interacting with other areas of the wider DB Team by providing key information and assisting withadministrative matters.

**Examples of Key Activities**
- Work with our clients, their TPAs and wider DB team to ensure all member option calculations are accurate and paid on time whilst a transaction is in transition.
- Act as a point of contact for our client's TPAs and Pension Scheme Administrators during transition, supporting the Transition Relationship Managers and Transition Consultants.
- Support our Client's TPAs and the wider DB Team with administration and payment queries, complaints and service concerns during transition.
- Provide support for Business Development Managers on any administrative queries or concerns during transition.
- Support the Transition team with various tasks associated with client administration tasks, monthly funding during data cleanse, reporting, MI, payments and data validation.
- Engage in process and other improvement initiatives.

**Skills and Experience**
- Ability to manage own workloads and prioritise a number of different tasks based on business volumes and priorities.
- A good team worker, able to establish and communicate priorities with a number of people to ensure adequate support is given to the team and transition client's administration teams.
- Excellent communication skills
- The ability to liaise at all levels internally and externally.
- The ability to work under pressure whilst maintaining accuracy and quality.
- Pro-activity, being able to self-organise and manage a busy and varied workload.
- High level of initiative and self-motivation.
- Clear focus on quality, service and results.
- Ability to work as part of a team in a fast-paced environment
- Good Microsoft office skills particularly Excel, Word and PowerPoint.
- Some understanding of DB Pensions and how they differ from individual annuities.
- Knowledge of DB de-risking market, including an understanding of the DB Pension Scheme wind up process desirable but not essential
- Previous experience in a Financial Services Organisation
- ideally with a good knowledge in defined benefit de-risking, or defined benefit pension administration.
- Experience of providing a high level of customer service to both internal and external customers.
- Experience of working with non-standard processes and systems.

**Working for us, you get your Just Rewards**
- A Competitive Salary, amazing Pension Scheme and Life Assurance
- Along with 25 Days Annual Leave plus an Additional Day on us for your Birthday
- Private Medical Cover and Income Protection, just in case
- A generous and highly achievable bonus scheme - paid annually based on individual and company performance against targets
- Opportunity to progress within your career both in-role and within the company
- FREE access to the Headspace App, a 24/7 Employee Assistance Helpline and Trained Physical & Mental Health First Aiders (On-Site)
- A variety of Employee Funded Benefits available to you via our Online Benefits Portal
- Plus several additional purchase options available for you and your loved ones

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