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Administration Clerk

3 months ago

Fareham, United Kingdom HSBC Full time

Administration Clerk

£150 p/d PAYE inside IR35

Fareham, Whiteley Hybrid, 3 days per week

Contract until 31/12/2024


Role Summary:

HSBC are looking for an Administration Clerk to join the Retirement Services HOST, Global Operations team.


Role Responsibilities:

  1. Printing and issuing correspondence for Wealth Retirement Services Team.
  2. Checking Annual Benefit Statements and Wake Up Packs – training will be provided
  3. Dealing with valuation requests – training will be provided
  4. Requesting information from Investment Managers via email and phone.
  5. Printing and issuing pension payslips and bank statements.
  6. Scanning and uploading documents
  7. Banking cheques
  8. Completing transfer in discharge forms and sending them out by registered post.
  9. Requesting updates from other Pension companies for transfers in via email and phone
  10. Indexing post that has been scanned.
  11. Other general clerical duties as and when required


Skills / Experience:


  • Excellent written and interpersonal communication skills
  • Excellent organizational and self-motivating abilities
  • High attention to detail
  • Aptitude to work to tight deadlines to ensure they are achieved
  • Ability to prioritize both own and team’s workload
  • Identifies and optimizes efficiencies through streamlining processes and procedures
  • Capability to work on their own initiative as well as being able to identify when it is necessary to seek advice and support


If you are interested, please do not hesitate to apply, either apply direct or reach out at Max.Stylianides@tapfin.com


Please note, in the event of a high volume of applications for this role, we will not be able to respond to each individual applicant. Unfortunately, if you have not been contacted within 7 days we will not be progressing with your application. Thank you for your understanding.