Pensions Administrator (Bulk Purchase Annuities)

Equiniti; United States; Remote; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking dedicated individuals for a Pensions Administrator role within their Retirement Solutions team. This permanent position offers a chance to develop your skills alongside experienced professionals in the pensions field. You will play a key role in providing exceptional administration services, ensuring a positive member experience, and resolving customer inquiries. With a focus on collaboration and continuous improvement, this opportunity is perfect for those looking to advance their careers in a supportive environment. Join a company that values its employees and offers a range of benefits to enhance your work-life balance.

Benefits

Pension Plan with matching contributions

Long Term Incentive Plan

Employee Assistance Programme

Employee discounts

Flexible Benefits

28 days holiday + bank holidays

Volunteer days

Recognition awards

Investment in Learning & Development

Qualifications

• Strong administrative and telephony-based customer service experience required.
• Willingness to learn and develop positive working relationships.

Responsibilities

• Provide administration services to customers, focusing on member experience.
• Resolve customer enquiries and draft correspondence as needed.
• Perform pension calculations and manage casework.

Skills

Administrative experience

Customer service

Attention to detail

Communication skills

Numeracy and literacy skills

Job description

Management Level

Company Overview

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.

EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.

Role Summary

As a leading pensions provider in EQ Retirement Solutions, we are looking for individuals with strong administration and customer service experience who are looking for their next career move and are willing to learn. You will work alongside an experienced team of individuals who specialise in pensions to assist in teaching you along the way. This role will be permanent to work within our Standard Life Team as a Pensions Administrator. Previous experience in pensions is not essential for this position but we are also willing to speak with those who have come from a pensions background also.

Core Duties/Responsibilities

The successful candidate will be responsible for the following:

• Provide, both buy in and buy out, administration services to customers, working to agreed targets.
• Put the member experience at the heart of every member transaction we lead upon.
• Interpret and apply Trustee membership movements to the insured population during buy in administration.
• Complete/check casework and provide feedback.
• Resolve customer enquiries (oral and written).
• Collate and escalate Trustee and client enquiries (oral and written).
• Draft non-standard correspondence in response to customer and client enquiries.
• Collate and analyse data and produce routine reports.
• Perform and issue pension calculations including manual calculations.
• Check and review Trustee’s pension calculation during buy in administration.
• Carry out projects and ad-hoc activities, as determined by your Team Leader.
• Build and maintain relationships with internal stakeholders, Trustee administrators, and client stakeholders.

Skills, Capabilities and Attributes

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

• Strong experience working in an administrative role is essential.
• Prior telephony-based customer service experience is essential.
• Previous experience as a Pensions Administrator within Defined Benefits Pensions (desirable).
• Knowledge of Bulk Purchase Annuities (desirable).
• Excellent attention to detail and capable of following defined processes and procedures.
• Strong communication skills.
• Strong desire to deliver exceptional customer service.
• 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.
• Proven track record of quality, timely delivery.

What We Offer

• Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%.
• All Employee Long Term Incentive Plan (LTIP) – Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit.
• 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 enhanced 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 28 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.

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. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.