- 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.
- 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 ad-hoc 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. - 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 day-to-day pension administration of either Defined Benefit or Defined Contribution pensions schemes, or both.
Trainee Pensions Administrator - Birmingham, United Kingdom - Hymans Robertson
Description
The Vacancy
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 Birmingham.
As a Trainee Pensions Administrator, you will work closely with more experienced colleagues to grow your knowledge and skills and apply these to meet our client/member needs and fulfilling a variety of member requests, tasks and processes and learning as you go. We will also support you with study for a professional qualification to complement your development.
Key responsibilities include:
And you will be happy to:
Qualifications, Skills and Experience: