Financial Records Coordinator

1 week ago


Birkenhead, Wirral, United Kingdom Novax Recruitment Full time

Pensions Administrator Job Description

Job Summary:

We are seeking a highly organized and detail-oriented Pensions Administrator to join our team at Novax Recruitment. As a Pensions Administrator, you will be responsible for managing various financial records and providing exceptional customer service to our clients.

Key Responsibilities:

  • Record Keeping and Data Management: Maintain accurate and up-to-date records of pensions and financial data, ensuring compliance with relevant regulations.
  • Customer Service: Act as a first point of contact for clients, responding to routine correspondence, answering phone calls, and managing inboxes.
  • Clerical Tasks: Process changes of address, bank details, tax codes, and other relevant information, ensuring timely and accurate updates.
  • Eligibility and Refunds: Determine eligibility for refunds and contributions, calculate and process payments, and update details as necessary.

Requirements:

  • Experience: Proven experience working in a financial or customer-focused environment.
  • Knowledge: Understanding of the Local Government Pension Scheme and HMRC regulations.
  • Skills: Strong numeracy and data skills, with the ability to work accurately and efficiently.


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