Pension Admin & Data Coordinator – 5% Pension + Health

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

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