Trainee Pensions Administrator - London, United Kingdom - Hymans Robertson LLP

Tom O´Connor

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Description

Role Description
Are you looking for an opportunity to start your career in financial services in pensions administration, working as part of a great team on a varied portfolio of clients and providing pension scheme members with a market-leading service?


At Hymans Robertson you'll also be a valued member of our Firm and receive excellent development opportunities and work in a supportive and collaborative culture with great colleagues whilst progressing in your career in pensions.

This role is in Third Party Administration in London.


Key responsibilities include:


  • Accurately maintaining and updating member records on UPM our pensions administration system.
  • Processing member events including Retirements, Deaths, Early Leavers, Transfers In, Transfers Out and Illustrative Quotations, with support and supervision from more experienced team members.
  • Carrying out basic calculations and payments of benefits.
  • Responding to individual enquiries from members, clients and other third parties, in accordance with target standards of performance.
  • Assisting with the production of reports from the database, as required.
  • Assisting with client specific project work such as preparation of benefit statements.

And you will be happy to:

  • Assist the pensions administrator in maintaining the scheme cash books.
  • Assist with the reconciliation of bank statements immediately after receipt.
  • Ensure office procedures are followed, including keeping full notes of all telephone conversations and to be aware of compliance requirements.
  • Carry out other tasks and adhoc projects as required by our clients.
  • Look for opportunities to work with others and develop your skills.
  • Adhere to the firm's Information Security standards, professionalism requirements, policies, procedures and compliance requirements.

Qualifications, Skills and Experience:


  • Minimum GCSE / Scottish standard (or equivalent) Maths and English at Grade B, or equivalent.
  • Meet the required standard on communication, numerical and analytical skills and a desire to use these skills.
  • Ability to juggle multiple tasks and plan and organise your workload effectively within a team.
  • Experience of using Microsoft Word, Excel, Outlook and an ability to learn new systems.
  • Some experience in client care or customer services, including the ability to communicate directly with customers effectively and confidently over the telephone.
  • You may already have some experience of basic daytoday pension administration of either Defined Benefit or Defined Contribution pensions schemes, or both.

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