Role Purpose
To assist in the provision of administration services to clients
Key Accountabilities
- To carry out routine administration services for all clients as requested by Senior Administrators, Pensions Manager, Pensions Director 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
‒ Dealing with general queries from members, the employer, and the trustees by telephone, email, and letter
‒ 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 Pensions Administration Procedures Manual
- To monitor daily target dates and to ensure service level standards are met for clients
- To update time records 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 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 degree level standard
- Willing to study for APMI qualifications
- Previous similar work experience not required
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