Pension Admin Assistant

Optima Recruitment; Godalming; On-site; GBP 26,000 - 27,000; Full time

Benefits offered by this job

25 days holiday

Flexible time off

Private health care

4x salary death benefit

Free car parking

Job summary

Optima Recruitment Limited are seeking a Pension Administrative Assistant to join a specialist team in Godalming. The role involves providing administration support to the Pension Administrator and delivering clear client service.

You will handle data, manage records, liaise with new business, generate database entries for new pension schemes, and maintain schedules. The position offers a salary of £26,000–£27,000, 37.5 hours weekly, 25 days holiday plus flex time, private health care, and a

Qualifications

• Demonstrates modern office practices and strong organisational abilities.
• Able to multitask and manage workload to meet service levels.
• Numeracy skills and proficiency with Microsoft Office required.
• Excellent verbal and written communication; team collaboration essential.

Responsibilities

• Provide administration duties and support to the Pension Administrator and report to the Pension Consultant.
• Maintain and update client data and transactions.
• Generate database records for new pension schemes and ensure information is accurate.
• Distribute incoming mail and manage document references.
• Handle client phone calls and standard correspondence.
• Maintain schedules for all administrative tasks and deadlines.
• Undertake other office tasks as needed to support operations.

Skills

Modern office practices

Organisational skills

Multitasking

Numeracy

Articulate communication

Team player

Tools

Microsoft Office

Job description

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