Pensions Administrator

Remote Worker LTD.; United States; On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Pension plan with company match

Health and wellbeing support

Employee discounts

Flexible benefits plan

Holiday entitlement + volunteer days

Recognition awards

Learning & development via LinkedIn

Job summary

EQ Retirement Solutions is seeking a diligent administrator to support a varied client base in Life & Pensions. You will handle customer inquiries, draft correspondence, and collate data for routine reports, while ensuring compliance with FCA requirements and the Treating Customers Fairly framework.

Join a busy office environment with opportunities to learn new skills, contribute to audits, and develop professionally within a supportive team culture.

Qualifications

• Excellent communication and customer service focus with accuracy.
• Ability to follow defined processes and meet deadlines.
• Strong numeracy and literacy skills with attention to detail.
• Experience in Life & Pensions environments is desirable.
• Strong numeracy and literacy skills required.

Responsibilities

• Provide administration service to customers within the agreed Service Level.
• Maintain high accuracy in agreements and meet customer requirements.
• Adhere to department policies and procedures.
• Resolve customer enquiries (oral and written).
• Draft non-standard correspondence in response to enquiries.
• Collate and analyse data and produce routine reports.
• Contribute to projects and ad-hoc activities as directed by Team Leader.
• Ensure work complies with FCA, Treating Customers Fairly principles.
• Identify process improvements to enhance throughput and service.
• Provide on the job coaching and training to colleagues.

Skills

Communication

Customer service

Attention to detail

Relationship building

Computer literacy

Numeracy skills

Life & pensions experience

Tools

General office systems

Job description

Management Level

EQ Retirement Solutions is transforming the retirement and pensions markets with leading administration and technology solutions. With over 1200 employees globally, 189 years of knowledge and 11 million pension scheme members and policyholders, we are here to help people plan for a confident financial future by delivering innovative, reliable and customer-focused retirement services. Our teams are driven by a shared commitment to excellence, collaboration and making a real impact to the lives of our clients and customers.

Role Description: Working in a busy office environment you will be given the opportunities to learn new skills. Our client base is varied and Includes Financial Services, Large Corporate and Third Sector Clients and through leveraging technology and innovation, Life and Pensions must deliver an excellent service across our diverse client base.

Core Duties/Responsibilities

The successful candidate will be responsible for the following:

Provide administration service to customers within the agreed Service Level

• Agreements and ensure excellent accuracy levels are maintained
• Meeting customer requirements and deadlines
• Adhere to the departments policies and procedures
• Resolving customer enquiries (oral and written)
• Drafting of non-standard correspondence in response to customer enquiries
• Collating and analysing data and produces routine reports
• Contribute and act as subject matter experts carrying out projects and ad-hoc activities, as determined by your Team Leader
• Ensure all work is conducted within the Regulatory requirements of the FCA and in line with the Treating Customers Fairly Principles and approach as outlined by the client.
• Identifies and implements process improvements in order to improve throughput and customer service.
• Provide on the job coaching and training to department colleagues.
• Take responsibility for own development and work towards professional qualifications appropriate to the job, within the agreed timescale.
• Work on own initiative and know when to escape where necessary
• Contribute to audits (internal and external) as requested.

Skills, Attributes and Behaviour:

The successful candidate will demonstrate the following experience skills and behaviours:

• Good communication skills
• Strong desire to deliver exceptional customer service
• Attention to detail and capable of following defined processes and procedures
• The ability to develop positive and productive working relationships
• Computer literate with a willingness to learn a variety of systems
• Strong numeracy and literacy skills
• Previous experience in a Life & Pensions environment

What We Offer

• Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%
• Health and Wellbeing – Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover.
• Employee discounts – Discounts and cashback at your favourite high street stores through our EQ Wins Platform.
• Flexible Benefits – The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more.
• Time Off – Typically 29 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing.
• Winning together – Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed.
• Learning & Development – Investment in LinkedIn Learning for all colleagues

Equal Opportunity Statement

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.
Please note any offer of employment is subject to satisfactory pre-employment screening checks.