Job Description

Role Purpose

To assist in the provision of administration services to clients of Trust Based Pensions.

Key Accountabilities:

To carry out routine administration services for all clients as requested by Senior Administrators, Pensions Director or Directors which will include the following duties:

• Maintaining membership records on the administration system

• Calculating benefits for members; i.e. leavers, retirements, transfers, deaths

• Setting up new members on the administration system

• Dealing with general queries from members, the employer and the trustees by telephone, email and letter

• Assisting in the preparation of the annual benefit statements

• Liaising with HM Revenue and Customs

• Responsibility for entering jobs received in the unit onto the work log system

• Printing off daily reminders and distributing to team members

• Sorting and filing client documentation

• Dealing with Trustee AVC schemes

• Maintaining records on client external payroll systems as appropriate

To adhere at all times to the Trust Based Pensions Administration Procedures Manual.

To be flexible and provide such other support as would be reasonably expected within the role.

To provide support for the P3 administration system.

Schedule:

• Monday to Friday

Experience:

• Pensions: 2 years (Required)

Work remotely:

• Yes, temporarily due to COVID-19

Required Knowledge, Skills, and Abilities