day to day management of client relationships with trustees, scheme members and corporate clients
Project managing annual projects
Ensuring standard documentation is scheme specific, and incorporating them into existing procedures
Preparing for and where appropriate participating in trustee meetings
Handling complex pensions queries and pensions consultative advice
Performing complex manual benefits calculations
Producing ad-hoc and standard letters to 'final letter standards' in response to customer queries
Managing ad-hoc projects and exercises, e.g. bulk mailshots to scheme members
Updating relevant pensions administration databases and systems
Maintaining scheme control files
Monitoring, delegating and co-ordinating workflow, reporting regularly to administration manager in progress and issue management
Monitoring on going procedural developments and implementing changes to procedures where required
Checking of work completed by more junior staff at associate and associate II levels, including calculations, correspondence, reports and data updates
Informal training and mentoring of more junior members of the team
Assisting in appraisals and the recruitment process where required, as well as supporting administration manager in general HR, induction and performance issues
Contributing to technical sub-committees (TSC) and technical administration discussions
Providing possible assistance to the administration manager in the billing process
Keeping abreast of technical and legislative developments within the pensions industry
Working closely with other departments/teams both internal and external to the Company in order to provide a total service to our clients. E.g. Pensions Accounts, Payroll, Administration Support and ITM (3rd party IT software provider)
Ensuring the accurate updating of time recording system (Virtual Office) for both chargeable and non-chargeable activities and meeting required utilisation targets and assisting administration manager in ensuring more junior staff record chargeable hours correctly
Required Knowledge, Skills, and Abilities
Previous experience within a similar role dealing with DB schemes is essential Ideally, at least five years experience in the industry Able to demonstrate ownership, responsibility and accountability Organised, methodical and logical in approach to delegated responsibilities Able to assist with developing a culture of high standards, excellent quality & customer responsiveness Able to develop administrators and administrative processes Be well organised and be a point of reference for knowledge Has a can do attitude and takes pride in work Pays attention to detail Computer literate in the use of MS Office products, such as Excel and Word