Pension Administrative Assistant
£26,000 - £27,000
37.5 hours per week. 9am - 5.30 (Core hours 10.00am to 4.00pm, Monday to Friday)
Competitive Salary, 25 days holiday (3 reserved for Christmas) plus flex time
free car parking
5% Pension contribution through auto enrolment pension scheme
private health care scheme, 4x salary death benefit and help with exams through time off for study and with exam costs and study material.
Overview
This is an exciting opportunity to join an award-winning Pension Specialist Company with over 40 years of excellent customer service. Offering a dedicated consultant led approach to delivering our client's needs.
Key responsibilities
As a member of the pension administration team, you will be expected to provide administration duties and support to the Pension Administrator and report to the Pension Consultant to provide a dedicated office and client service.
Duties to include
- Liaising with the new business department to ensure application information is accurate and complete
- Generating database records to establish new pension schemes in a timely and accurate manner
- Maintaining and recording client data and transactions
- Distributing incoming mail to the appropriate recipient
- Updating and maintaining database records accurately and efficiently
- Generate standard client correspondence
- Maintaining schedule of dates to process all administrative duties
- Logging copies of all correspondence under appropriate references
- Handling client phone calls
- Photocopying and printing off standard database reports, both routinely, and upon request
- Undertaking other tasks at the consultant's request to ensure efficient operation of the office
Skills/Experience required
- A good grasp of modern office practices
- Organisational skills
- Ability to multitask, and plan own workload to meet business requirements and service level agreements
- Numerate, with good Microsoft Office skills
- Articulate, with ability to speak to high-net-worth individuals and senior level staff
- Good team player with excellent communication skills
Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer
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Pension Admin Assistant in Godalming employer: Optima Recruitment
As a Field Service Engineer with us, you'll join a dynamic team that values innovation and employee development, all while enjoying the beautiful surroundings of Leicestershire. We offer comprehensive in-house training, a competitive salary with excellent benefits including a company vehicle and generous holiday allowance, ensuring you have the support and resources to thrive in your role. Our collaborative work culture fosters growth and encourages you to take on exciting challenges both locally and globally.
