Administrator
4 days ago
Role Purpose
To assist in the provision of pensions administration services to clients.
Key Accountabilities
To carry out routine administration services for all clients as requested by Senior Administrators, Principals, Team Managers or Directors which will include the following duties:
Maintaining membership records on the administration system
Calculating benefits for members; i.e. leavers, retirements, transfers, deaths
Setting up new members on the administration system
Assisting in the preparation of the annual benefit statements
Liaising with HM Revenue and Customs
Responsibility for entering jobs received in the unit onto the work log system
Printing off daily reminders and distributing to team members
Sorting and filing client documentation
Dealing with Trustee AVC schemes
Maintaining records on client external payroll systems as appropriate
To adhere at all times to the Procedures Manual
To monitor daily target dates on Gold-Vision to ensure service level standards are met for clients
To update time records on Gold-Vision on a daily basis
To be flexible and provide such other support as would be reasonably expected within the role
To provide support for the P3 administration system if required to
Technical Knowledge and Professional Qualifications
Key Skills
Good communication skills both verbal and written
Ability to work on own as well as a member of a team
Analytical and numerical ability - able to analyse, evaluate and interpret data
Ability to multi-task
Ability to prioritise workloads and deal with any urgent issues that arise
Required
Educated to A Level standard
Willing to study for APMI qualifications
Previous work experience with a third-party administrator or in-house occupational pension scheme
Overarching Obligations
Adhere to all relevant laws & regulations, and Broadstone Policies & Procedures
Achieve a good standard of ethical behaviour, i.e. do the right thing at all times
Comply with all relevant professional standards
Comply with the FCA’s requirements in relation to Conduct Risk & Treating Customers Fairly
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