We are delighted to be representing this client who have gained a reputation in the self invested pension market for their professionalism, innovative approach and customer service.
Their ethos is one of achieving Total Customer Satisfaction reflected in their Gold Standard for Investors in Customers award and now due to increased numbers of new clients they now have an entry level role into Financial Services Administration.
Job Overview
Our client is seeking an adaptable individual to perform various administrative and clerical tasks to support the firms team of Pension Administrators. You will undertake a variety of activities from handling incoming post and answering the phone to the preparation of professional documentation, processing financial payments and reconciling bank accounts.
An effective Support Administrator has the ability to work to strict deadlines whilst retaining high standards of accuracy and putting the customer first at all times. You must be reliable and hardworking with great communication skills and be able to carry out tasks autonomously and collaboratively.
This can be considered as an entry level role into Financial Services with a clear progression path to join the administration teams in the future.
Job Role
Assisting the pension scheme credit control team – ensuring outstanding payments are made to pension scheme bank accounts
Collecting, franking, opening and sorting of mail
Documentation archiving and retrieval
Prepare, organise and distribute company documentation
Obtaining policy valuations from a range of third-party providers
Ensuring Pension Scheme bank accounts are reconciled daily
Ensuring the Viewpoint system is updated with accurate client data
Process online banking payments and payment of invoices, fees
Provide reception support (if required)
Contacting external customers and providers for various information requests
Project work
Provide administrative support to a variety of departments (if required)
Usage of internal database for accurate record keeping
Answer the phone to take messages or redirect calls to appropriate colleagues
About You
Ability to work and think independently and as part of a team
Be flexible and adaptable
Familiarity with office equipment (fax machines, printers etc.)
Computer literacy (MS Word, Excel and Outlook)
Strong verbal and written communication skills
GCSE or equivalent in English and Maths
Ability to remain calm when under pressure while maintaining quality and meeting deadlines
Professionalism and understanding of good customer service
Good organisational and time management skills
Able to build rapport and relationships with clients and colleagues
Experience with handling external incoming telephone calls
Pensions Support Coordinator, Bristol (BW-1888)
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