Job Description

This is a great opportunity for the right person looking to begin a career in pensions in an end to end processing team. The team prides themselves on having an open, honest and friendly culture within a regulated environment where we make the complex, simple.

• Assist in the process of Data Access Requests and requests for other information from 3rd parties
• Send out responses to clients.
• Complete other administrative tasks as requested.
• Dealing directly with clients and advisors.
• Receiving instructions and ensuring that any activity is accurately completed.
• Proactively identifying risk within the department and escalating concerns to your Team Leader.

Required Knowledge, Skills, and Abilities

• Ability to identify and process data.
• Strong administrative and organizational abilities.
• Strong IT skills – able to effectively use Hartley’s current IT suite, as well as Microsoft Office and Excel
• An understanding of pension benefits is desirable for this role.