Opening and scanning of post each day; scanning it to the work-flow system and distributing to team members in a timely fashion
Updating and reconciling postal logs (with both physical and electronic post received each day)
Retrieving archive files on a daily basis and then scanning the required case history to the work-flow system
Performing quality checks of the scan in a timely manner
Providing regular support in the scanning of documentation in line with the departmental paperless policy
Supporting the departments daily printing needs with individual cases, taking responsibility for the quality and adhering to internal service level agreements
Supporting with bulk print and mail-out exercises in accordance with internal deadlines. Taking responsibility for the planning and organisation as well as the reconciliation with all exercises
Monitoring of the team’s mailbox, including the allocation of work to the work-flow system. Updating the Portal post log with any submissions received to the mailbox
Assisting the Pensions Administration department in the production or amendment of written or visual material (such as letters, trustee meeting packs, reports, memos and presentations) to companies quality standards using in-house templates and adhering to house-style rules
Updating of member records on the Pension Administration system and Member Portal. Creating correspondence with agreed member updates such as change of address, surnames, title, forenames, date of birth, date of marriage and expression of wishes in line with service level agreements
Administration and ownership of ad hoc tasks such as certificate returns, member Identification forms, banking and member satisfaction in accordance with service level agreements
Answering telephones, taking messages and passing them to the appropriate team member. You may also be required to perform security checks and request or check information by telephone in connection with an individual case
Supporting ad hoc requests from the client administration teams such as the booking of internal meetings, including the arrangement of invites, room and ordering of lunches. Issue and update of calendar invites and making travel arrangements
Processing of any unidentified post, returned post and reporting appropriately in accordance with GDPR
Updating and informing the team leader and others on the current state of all work in progress and outstanding work
Adhering to a clear desk policy and keeping all client and filing areas tidy and secure, sharing responsibility of locking the filing cupboards and drawers each evening
Adhering to the companies working from home policy to ensure our sensitive data is protected
What skills and qualities do you require for this role?
Personable and well-organised
The ability to work under your own initiative as well as part of a team
The ability to work to tight deadlines and deliver work to the highest standards
Conscientious, reliable and efficient
A willingness to learn and help
Required Knowledge, Skills, and Abilities
The ideal candidate will have previous office based administrative experience and will have good working knowledge of Microsoft Outlook, Word and Excel