Pensions Administration Specialist
4 weeks ago
Job Title: QTST Pensions Administrator
Department: Quality and Technical Support Team
Main Purpose of Role
- Deliver comprehensive administrative support to clients in accordance with service level agreements (SLA).
- Maintain accurate records, data management, and filing systems for the department, ensuring the integrity of client information.
- Process a variety of routine and complex documentation following established procedures.
- Address client inquiries (both verbal and written) utilizing a thorough understanding of client needs and case history.
- Compose non-standard correspondence in response to client queries.
- Input client information and retrieve relevant data as needed.
- Provide technical assistance and guidance to fellow team members.
- Identify and implement enhancements to processes within the scope of work to boost efficiency and client satisfaction.
- Offer on-the-job training and support to colleagues within the department.
- Engage in projects and additional tasks as assigned by the Team Manager.
- Handle more complex tasks, including seasonal project work, as required by the Quality and Technical Support Team.
Context
- Engage in a diverse range of activities aligned with departmental and client needs.
Dimensions
- Collaboration with all team and department members.
- Interaction with internal and external clients.
Priorities
- Ensure accuracy and appropriateness of responses, aiming for first-time resolution.
- Achieve established productivity goals.
- Maintain effective communication with various stakeholders.
- Proactively work towards team objectives.
- Deliver high-quality advice and guidance.
- Meet deadlines consistently.
- Manage client expectations effectively.
- Adhere to departmental policies and procedures.
- Identify opportunities for process improvements.
Duties and Key Responsibilities
Key Outputs
- Complete assigned tasks within deadlines while maintaining required accuracy levels.
- Collaborate effectively within teams and provide support to colleagues.
- Communicate professionally in both written and verbal formats.
- Participate in small-scale projects and bulk work assignments.
- Recognize and address personal training needs.
Relationships
- Team Manager
- Senior Pension Administrator
- Team Members
- Clients, Members, and Third Parties
Decision-Making Authorities
- Operate independently while exercising initiative.
- Escalate issues to the Senior Pension Administrator as necessary.
- Act as delegated by the Team Manager.
Qualifications & Technical Job Requirements
Essential
- GCSE (or equivalent) in Mathematics and English, Grade C or above.
Desirable
- NVQ in Customer Service.
Knowledge & Skills Requirements
- Strong written and verbal communication skills.
- Aptitude for building effective working relationships.
- Ability to adhere to established processes and procedures.
- Basic understanding of financial principles.
- Familiarity with scheme regulations, industry standards, and current pensions legislation.
- Proficiency in Microsoft Office applications.
- Positive demeanor and collaborative approach to work and colleagues.
Experience Requirements
- Demonstrated experience in a pensions or financial services environment.
- Experience in client-facing roles.
- Ability to work within service level agreements.
Equiniti is committed to promoting equality of opportunity for all employees. We encourage applications from individuals regardless of age, disability, gender, sexual orientation, race, religion, or any other characteristic.
All offers of employment are contingent upon successful completion of pre-employment screening checks, which include verification of five years of activity and gaps, as well as background checks.
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