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

Hymans Robertson LLP

Verified Company

Birmingham, United Kingdom

1 week 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

Maintains and updates member records on the system.
Processes member pension events including Retirements, Deaths, Early leavers, Transfers In, Transfers Out and Illustrative quotations.
Carries out basic calculations and payments of benefits
Assists the pensions administrator in maintaining the scheme cash books to the standard required by the Finance Manager.
Assists with the reconciliation of bank statements.
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.
Assists 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.
Expected to study for a relevant professional qualification.
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 under the Pension Management Institute framework, or relevant industry experience.

Skills / Experience:

Strong numerical and analytical skills.
Good planning and organisational skills and able to multitask.
Strong verbal and written communication skills.
A strong team worker and works collaboratively with others.
Experience of using Microsoft Word/Excel/Outlook.
Some experience in client care or customer services and able to liaise with people effectively and professionally on the phone.
May already have some experience of basic daytoday pension administration of either Defined Benefit or Defined Contribution pensions schemes, or both.