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

Hymans Robertson LLP

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Role Summary

With clear guidance provides an efficient and proactive basic administration service to clients of the Third Party Administration (TPA) practice.

Accountabilities:
Pension Administration

Under guidance from a more senior colleague, maintains and updates member records on the system.
Processes member events including Retirements, Deaths, Early leavers, Transfers In, Transfers Out and Illustrative quotations, under supervision by a more experienced member of the team.
Carries out basic calculations and payments of benefits under guidance from a senior colleague.
Assists the pensions administrator in maintaining the scheme cash books to the standard required by the TPA Financial Manager.
Assists with the reconciliation of bank statements immediately after receipt.
Responds to individual enquiries from members, clients and other third parties, in accordance with target standards of performance.
Assists with the production of reports from the database, as required.
Assist with client specific project work such as preparation of benefit statements.
Ensures office procedures are followed, including keeping full notes of all telephone conversations and to be aware of compliance requirements.
Carries out other tasks and adhoc projects as may reasonably be expected to be carried out by a trainee administrator.
Adheres to the firm's Information Security standards, policies and procedures

Qualifications, Skills, Experience

Qualifications:

Educated to a minimum 'A' level standard, or equivalent, or has relevant experience. Minimum GCSE / Scottish standard (or equivalent) Maths and English at Grade B, or equivalent.
Working towards a relevant professional qualification, such as Associate Membership to the Pension Management Institute, or relevant industry experience.

Skills / Experience:

Strong numerical and analytical skills.
Good planning and organisational skills and able to juggle multiple tasks.
Strong interpersonal and communication skills both verbal and written.
A strong team worker and works collaboratively with others.
Experience of using Microsoft Word/Excel/Outlook.
Some experience in client care or customer services, including the ability to liaise with clients effectively and confidently over the telephone.
May already have some experience of basic daytoday pension administration of either Defined Benefit or Defined Contribution pensions schemes, or both.