Pensions Administrator Role

2 weeks ago


Liverpool, Liverpool, United Kingdom Equiniti Full time

Job Title: Pensions Administrator

Department: Specialist Processing Unit

This role provides administration services to customers as per SLA, maintaining data, filing, and records for the department, checking customer data integrity. Routine and non-routine documentation processing is done within defined procedures.

Main Responsibilities:

  • Resolves customer enquiries based on working knowledge of customer requirements and case history.
  • Drafts non-standard correspondence in response to customer enquiries.
  • Inputs customer details and accesses customer information.
  • Provides technical guidance to team members.
  • Identifies and implements process improvements in immediate area of work responsibility.
  • Provides on-the-job coaching to department colleagues.
  • Carr
    • ies out projects and ad-hoc activities as determined by Team Manager.
    • Contributes to additional complex work, including seasonal project work, within the Quality and Technical Support Team.

Context: This role involves a broad range of activities associated with the department and client requirements. It involves all team members, internal and external customer contact, accuracy, and effective communications.

Priorities:

  • Accuracy and appropriateness of response.
  • Meeting agreed productivity targets.
  • Effective communications with various stakeholders.
  • Proactive achievement of team objectives.
  • Quality of advice and guidance.
  • Meeting deadlines.
  • Managing customer expectations.
  • Adherence to departmental policies and procedures.
  • Identification of process improvement opportunities.

Key Outputs:

  • Completion of targeted work to deadlines and required level of accuracy.
  • Working well within teams and supporting colleagues.
  • Professional communication in both written and oral forms.
  • Participation in small projects and bulk work.
  • Identifying own training needs.

Relationships: This role involves communication with Team Manager, Senior Pension Administrator, team members, and external stakeholders, including clients and third parties.

Decision-Making Authorities: Work is done on an individual basis with escalation to Senior Pension Administrator as required.

Qualifications and Technical Job Requirements:

Essential:

  • GCSE Maths and English Grade C.

Desirable:

  • Custo
    • mer Service NVQ.

Knowledge and Skills Requirements:

  • Good written and communication skills.
  • Ability to develop working relationships.
  • Ability to work within laid-down processes and procedures.
  • Basic financial awareness.
  • Awareness of scheme rules, industry regulations, and current pensions legislation.
  • Microsoft Office packages.
  • Positive attitude and approach to work and colleagues.

Experience Requirements:

  • Proven experience in a pensions/financial environment.
  • Experience of dealing with external clients.
  • Working to SLAs.


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