Senior Officer, Pensions

Job Description

Responsibilities:

• Perform a wide variety of pension administration tasks accurately and in a timely manner to support the Company’s diversified client base of stand-alone and multi-member schemes.
• Provide a high level of quality internal and external client service and the accurate and timely provision of pension administration services.
• Actively support the Senior Management Team with the day-to-day administration of standalone and multi-member pension schemes in accordance with the Company’s policies and procedures.
• Plan, prioritise and organise tasks and activities efficiently, ensuring effective time management.
• Effectively manage time input and work in progress on own portfolio.
• Assist Senior Management Team where required.

Tasks:

• Proactively contribute to the team objectives of achieving both individual and team debtor targets daily with high performance against key performance indicators achieving objectives.
• Attend and record meetings with clients.
• Calculation of benefits.
• Preparation of relevant minutes.
• Preparation of payment packs regarding the payment of benefits and expenses.
• Bank account and cash reconciliations.
• Processing transfers in from existing schemes, contributions and investments.
• Develop and maintain effective working relationships with the Team Members and across all Teams locally to ensure a collaborative approach.
• Work proactively and collaboratively with Team Members on all client administration tasks.
• Provide technical support to other members of the team.
• Continue and maintain relevant technical knowledge, ensuring CPD requirements are met.
• Take ownership for maintaining Continual Professional Development as required for the role and/or for existing professional qualifications or regulatory requirements.
• Deliver the highest level of client service in line with our Group behaviours with the objective of exceeding client expectations.
• Ensure effective and efficient client correspondence and ensure turnaround times are as short as possible.
• Assist and work collaboratively with the other Officers and Management Team on day-to-day administrative tasks and matters.
• Assist with project work as the business requires.
• Maintain proper and orderly client records.
• Actively develop working relationships with clients and intermediaries to maximise client retention and identify opportunities for growth.
• Be aware of risk factors and refer upwards, exercising judgement as to when manager help is needed
• Pro-actively comment on processes with respect to improvements and efficiencies.
• Ensure that the Company’s policies and procedures are being followed and complied with and, in case of non-compliance, inform the relevant member of the Senior Management Team or the Risk and Compliance Team in a timely manner.
• Provide timely responses to compliance queries and highlight any risk issues that arise.
• Be aware of and report suspicious transactions/complaints and guide other team members where required.
• Awareness of legal responsibilities to report suspicious transactions/complaints.