Pensions Administration Specialist

4 weeks ago

Liverpool, Liverpool, United Kingdom Equiniti Full time

Job Title: Pensions Administration Specialist

Department: Quality and Technical Support Team

Main Purpose of Role

  • Deliver administrative support to clients in accordance with service level agreements.
  • Ensure the accuracy of data management, documentation, and record-keeping for the department.
  • Handle a variety of standard and complex documentation following established protocols.
  • Address customer inquiries (both verbal and written) utilizing a solid understanding of client needs and case histories.
  • Compose tailored correspondence in response to client queries.
  • Input and retrieve customer information efficiently.
  • Provide expert guidance to fellow team members.
  • Identify and implement enhancements in processes to boost efficiency and client satisfaction.
  • Offer on-the-job training to colleagues within the department.
  • Engage in projects and additional tasks as directed by the Team Manager.
  • Manage intricate tasks, including seasonal projects, as required within the team.

Context

  • Engage in a diverse range of activities aligned with departmental and client needs.

Dimensions

  • Collaboration with all team members.
  • Interaction with internal and external clients.

Priorities

  • Ensure precision and appropriateness in responses, achieving first-time accuracy.
  • Meet established productivity benchmarks.
  • Communicate effectively with various stakeholders.
  • Proactively contribute to team goals.
  • Deliver high-quality advice and support.
  • Adhere to deadlines.
  • Manage client expectations effectively.
  • Follow departmental policies and procedures diligently.
  • Recognize 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 support colleagues.
  • Exhibit professionalism in both written and verbal communication.
  • Participate in small-scale projects and bulk tasks.
  • Identify personal training requirements.

Relationships

  • Team Manager
  • Senior Pension Administrator
  • Team Members
  • Clients and third-party stakeholders

Decision-Making Authority

  • Operate independently while making informed decisions.
  • 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.
  • Ability to foster productive working relationships.
  • Capability to adhere to established processes and protocols.
  • Basic understanding of financial principles.
  • Familiarity with scheme regulations, industry standards, and current pension legislation.
  • Proficiency in Microsoft Office applications.
  • Positive attitude and collaborative approach towards work and colleagues.

Experience Requirements

  • Demonstrated experience in a pensions or financial services environment.
  • Experience in managing external client relationships.
  • 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 belief.

Please note that any employment offer is contingent upon successful completion of pre-employment screening checks, which include verification of five years of activity and gaps, as well as checks for criminal records, credit history, sanctions, and CIFAS.

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