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Pension Specialist
2 months ago
We are seeking a highly skilled Pension Specialist to join our team at Schroders. As a Pension Specialist, you will be responsible for administering pension accounts, ensuring compliance with regulatory standards, and providing exceptional customer service.
Key Responsibilities- Set up new pension accounts and ensure accurate documentation.
- Vet pension transfer documentation and coordinate with pension providers for seamless transfer processes.
- Manage client contributions and facilitate direct debit collections.
- Calculate and process pension retirement benefits, including reconciliations.
- Administer payments of income benefits via our payroll system.
- Handle death benefits and communicate effectively with customers.
- Oversee service level agreements and address customer inquiries.
- Stay up-to-date with technical and scheme changes in the financial services market.
- Participate in team meetings and contribute valuable insights.
- Develop a deep understanding of pensions and industry platforms.
- Relevant experience in administration or processing, preferably in the financial services industry.
- Familiarity with Personal Pension Administration.
- Excellent problem-solving and customer service skills.
- Effective written and verbal communication abilities.
- Proficiency in Microsoft software, specifically Outlook, Word, and Excel.
- An analytical approach combined with problem-solving skills.
- A meticulous eye for detail and a commitment to accuracy in all work.
- Ability to work independently and collaboratively as part of a team.
- Self-driven and enthusiastic learner.
- Skilled in time management and prioritization.
- An inquisitive mind, willing to ask questions and suggest process improvements.
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, recognizing that a diverse workforce brings different perspectives and ideas, which are essential for making informed decisions and achieving our goals.
We are an equal opportunities employer, welcoming applications from candidates with a wide range of backgrounds and experiences. If you are a motivated and detail-oriented individual with a passion for pensions, we encourage you to apply for this exciting opportunity to join our team at Schroders.
