Senior Administrator
4 weeks ago
To deliver a high-quality administration and support service to corporate pension clients and trustees and internal colleagues.
To proactively help deliver administration services to a portfolio of clients.
The role holder will ultimately be responsible for following internal processes, direct contact with clients and working closely with colleagues.
- Managing client relationships alongside consultants
- Obtaining and checking data from clients and providers
- Drafting and reviewing client reports and recommendations, including data manipulation
- Drafting member communications
- Answering queries by phone and email
- Peer reviewing work by others
- Liaising with providers, clients and consultants to ensure the smooth running of clients' pension schemes
- Using internal systems including Intelligent Office and Microsoft products
- Accurately completing and maintaining records
- Proactively looking to identify improvements
At least three years' financial services experience, including DC Pensions.
Good understanding of pensions workings and terminology.
Able to work with a client-focused approach, good communication skills and relationship building.
Excellent verbal and written communication skills.
Excellent attention to detail.
Must be able to work on own initiative and within a team
Good knowledge of Microsoft Office packages including Word, Excel, PowerPoint and Outlook.
Commitment to pass basic internal financial services exams within 3 months of employment.
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