Trafalgar House Pensions Administration
Pensions Associate
Greater London
Posted 1 day ago
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MAIN PURPOSE OF THE ROLE
To contribute to the goals of the department primarily through the processing of casework in an accurate and timely manner.
Key Responsibilities
- Provide a service that is considered to be "First Class" by clients and in accordance with agreed measures and timescales.
- Process all aspects of membership administration.
- Knowledge of policies and process of ISO 27001 and where they can be accessed and followed.
- Produce accurate written correspondence to deadlines.
- Respond to members' telephone queries either in writing or verbally.
- Provide members with quotations as requested, accurately and to agreed deadlines.
- Set up and process forthcoming retirements for payroll purposes.
- Understand the principles behind commutation factors and calculations.
- Understand the context and acknowledge of Guaranteed Minimum Pension (GMP) from first principles; also have an awareness of a Contracted Out scheme.
- Undertake periodical and ad hoc administrative tasks as required.
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PROFESSIONAL QUALITIES
Essential
- Computer literate. Experienced in the use of MS Office.
- DB/DC experience.
- Ability to complete manual calculations accurately.
- Strong team player.
- Knowledge and understanding of current pension legislation and an appreciation of upcoming changes.
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Desirable
- PMI Qualified (or studying).
- Experience of managing projects.
- Prior use of the IntelliPen administration system.
PERSONAL QUALITIES
- Well organised, with ability to deal with multiple priorities at the same time and a flexible attitude to accommodate change.
- Excellent verbal and written communication skill.
REPORTING LINE
Lead Pensions Associate
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