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Pension Fund Specialist
2 months ago
About the Role:
We are seeking a highly skilled Pension Specialist to join our team at Schroders. As a Pension Specialist, you will play a critical role in managing our clients' pension accounts, ensuring compliance with industry standards, and providing exceptional customer service.
Key Responsibilities:
- Manage client pension accounts, including setting up new accounts and aligning with compliance standards.
- Vet pension transfer documentation and coordinate with various pension providers for seamless transfer processes.
- Manage client contributions and facilitate direct debit collections.
- Calculate and process pension retirement benefits, including reconciliations.
- Stay up-to-date with technical and scheme changes in the financial services market.
- Develop a deep understanding of pensions and industry platforms.
- Collaborate with our team to deliver exceptional customer service and support.
Requirements:
- Relevant experience in administration or processing, preferably within the financial services industry.
- Familiarity with the Personal Pension Administration.
- Proficiency in Microsoft software, specifically Outlook, Word, and Excel.
About Schroders:
Schroders is a globally active asset manager with a diverse client base and a commitment to delivering excellent investment performance through active management. We value diversity and inclusion, and we are an equal opportunities employer. We welcome applications from candidates with a range of backgrounds and experiences.
