1. Communicate effectively with client/members via the emails/letters.
2. Consistently provide a quality customer experience to clients/members.
3. Continuously seek to identify areas where the service to clients/members could be improved and communicate to the Senior Administrator/Team Leader.
4. Deal with queries and requests by the use of standard letters and reference to procedures.
5. Recognise and escalate potential problem and potential complaint cases.
6. Ensure complaints procedure is adhered to and that all complaints are immediately notified to Senior Administrator.
7. Seek clarification where errors are made.
8. Monitor own workflow to ensure service levels are achieved.
9. Prioritise and manage own workload and maintain a rolling schedule of objectives.
10. Accurately perform manual calculations.
11. Know and live the firm’s values.
Operations Management/Operational Effectiveness
1. Participate and contribute in team huddles.
2. Proactively support key initiatives that have been delivered to implement change.
3.
To ensure any feedback (including breach/errors) found in the process is informed to the team Manager instantly.
Relationship management
1. Assist the wider team in more complex / project work when required.
2. Accountable for own development, identifying and raising any learning needs with Administration Co-ordinator.
3. Understand your role within the team.
4. Support colleagues for holiday cover and workload peaks.
5. Update and maintain skills matrix
6.
Qualifications:
1. Bachelor’s degree in any discipline
Skills:
1. Able to work to a high level of accuracy.
2. Able to work well under pressure and meet targets.
3. Interpersonal skills to include good written
4. Valuable experience in MS office.
5. Experience in either DB or DC pensions administration is essential.
Knowledge/Experience:
1. 1 to 3 years of experience in UK Pensions, worked on Leaver, Retirement, Transfers, Deaths transactions
2.