Working as a member of an Outsourcing team with responsibility for providing a range of administration services for medium and large clients. This will involve working to agreed service standards and client deadlines, complying with internal procedures to provide a consistent and proactive client service to the highest standards, and working closely with and supporting the team leader, the person will be responsible for helping to ensure the successful integration and training of new additions to the team and taking responsibility for providing technical support to team members and helping resolve client and member issues.
The Role
- Administration duties on a portfolio of DC Pension Schemes. Ensuring that all aspects of the day-to-day administration of the teams’ client portfolio is delivered to the highest standards, including completion of renewals, dealing with all financial transactions, issuing of benefit statements, leaver, and retirement option statements.
- Meeting agreed service standards and adhering to standard procedures.
- Communicating with all clients and dealing with internal customers in a professional and proactive manner.
- Attending trustee and client meetings as required.
- Providing feedback and support to the team leader on all aspects of work in the team.
- Planning and co-ordinating work with the team leader (to meet agreed deadlines).
- Undertaking special project assignments as required.
- Participating in training programmes.