Pensions Administrator Resume Samples
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Pensions Administrator Resume Samples
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FH
F Hintz
Forrest
Hintz
38647 Hintz Springs
Chicago
IL
+1 (555) 777 6943
38647 Hintz Springs
Chicago
IL
Phone
p
+1 (555) 777 6943
Experience
Experience
Chicago, IL
Pensions Administrator
Chicago, IL
Crist, Raynor and Huel
Chicago, IL
Pensions Administrator
- To complete performance management documentation in line with agreed timescales and in liaison with you Team Manager
- To work with the Senior Pensions Technician, Pensions Technician and Pensions Team Manager
- To be familiar with performance targets and quality standards and to make every effort to achieve these
- To manage your own workload effectively and prioritise accordingly to meet set targets
- Performs other duties as assigned by supervisor/manager from time to time
- Work closely with the Centre of Excellence and other team members, drive through continuous process improvements through to implementation
- Perform member benefit calculations on departure and provide calculation updates upon request
Chicago, IL
Life & Pensions Administrator
Chicago, IL
Conroy-Durgan
Chicago, IL
Life & Pensions Administrator
- Supporting to group scheme administrator in efforts to assist and ease their workload
- Providing administrative support to advisors and team members to free up work load
- Manage relationships with providers
- Assist in compliance administration
- Working independently using own initiative as well as part of a small team
- Providing support to financial advisers to help deliver a high quality client service in insured business in line with compliance regulations and company policy
- Client file management
present
Philadelphia, PA
Senior Pensions Administrator
Philadelphia, PA
Padberg-Flatley
present
Philadelphia, PA
Senior Pensions Administrator
present
- To document work processes and provide assistance to the other members of the Pension Centre
- Manage the processing and checking of day to day work completed by the Administration Team
- Provide assistance with preparation of client Governance and Stewardship Reports
- Working towards targets & implementation of new procedures to ensure team is working to maximum capacity
- Checking Financially critical work & Administration against guidelines for over 100 schemes
- Assist and support business development in liaison with Head of Administration
- Update casework log on a daily basis. Allocation and monitoring of casework to ensure all member queries completed on a timely basis
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
The George Washington University
Bachelor’s Degree in Finance
Skills
Skills
- Strong attention to details, with an ability to work on complex issues within tight timescales
- Strong Customer focus and ability to work well within a team
- Excellent verbal communication skills with an ability to explain difficult subjects in an easy to understand manner
- Strong organisational skills with the ability to prioritise own workload
- Well organised with good communication skills and the ability to show initiative
- Good knowledge of administration and regulations relating to defined benefit and defined contribution pension schemes
- Excellent written communication skills to be able to construct letters to members and external advisers
- A good knowledge of Microsoft Office products such as Excel, Word and PowerPoint
- Good attention to detail
- Working towards an pension industry standard accreditation / obtaining qualifications (highly desirable)
14 Pensions Administrator resume templates
Read our complete resume writing guides
1
Individual Pensions Administrator Resume Examples & Samples
- Develop an in-depth understanding of the pension product offering which includes Small Self-Administered Schemes (SSAS), Personal Retirement Savings Accounts (PRSAs), Approved Retirement Funds (ARFs) and Retirement Bonds
- Provision of reporting to clients, Revenue and Pension Authority in line with regulatory requirements
- General administration duties of the area including reconciliation projects, indexing documentation, reporting to regulatory authority
- Set up new pension contracts and allocation of contributions
- Co-ordination of retirement and death benefits
- Perform ongoing funding tests on Small Self-Administered Schemes
- Ensuring compliance with the relevant pensions rules and legislation governing each of the pension product offerings
- Assisting other team members where required
- Assist with ad-hoc projects where they arise
2
Pensions Administrator Resume Examples & Samples
- Perform member benefit calculations on departure and provide calculation updates upon request
- Ensure all calculations and provision of member benefits are completed efficiently and to the highest level of accuracy
- Process member transfer requests to external pension providers
- Respond to member queries providing comprehensive and accurate information to the individual
- Maintain individual pension system records to the highest of standards
- Ensure compliance with regulatory timeframes and Service Level Agreements
- Participate in general administration and ad hoc work across the wider team as required
3
Senior Pensions Administrator Resume Examples & Samples
- Checking Financial Transactions within Pension Administration Department
- Checking Financially critical work & Administration against guidelines for over 100 schemes
- Managing workload to ensure all SLA's & Financial Deadlines are Met
- Working towards targets & implementation of new procedures to ensure team is working to maximum capacity
- Allocation of work according to priority
- Accurate & Timely Execution of member request
- Administer all aspects of Defined Contribution Pension Schemes
- Handling Member & Scheme Queries
- Claim & Fund Processing
- Building & Maintaining effective working relationships with clients & colleagues
- Identifying processes & controls that require improvement to drive quality
- Be passionate about achieving high standards in everything they do
- Be keen to deliver excellent customer service - have a 'right first time' attitude
- Be capable of working of working on their own initiative
- Work well in a team and be happy to help other succeed
- Have strong IT skills (MS Word, Outlook & Excel)
- Have either finance administration background or sound Pensions knowledge
4
Senior Pensions Administrator Resume Examples & Samples
- Vendor Management - Costs, budget, billing and projects
- Trustee Support - Managing all parties involved
- Administration - Liaise with Finance, Payroll and HR
- Communication/Engagement - Developing communications
5
Junior Pensions Administrator Resume Examples & Samples
- The successful candidate should have a minimum of one year work experience providing administrative support in the financial services sector
- APA status in pension and life assurance is a minimum requirement with a view of completing the remaining QFA exams. QFA status an advantage
- Excellent technical and compliance knowledge in pensions
- Experience in working in an intermediary office a definite advantage
6
In House Pensions Administrator Resume Examples & Samples
- Responsible for every aspect of benefit administration of DB pension schemes
- Liaise with External Administrators for DC and AVC Schemes
- Provide administrative support to Superannuation Committee & Trustees
- Reconcile and control banks accounts and member records
- Deliver excellent customer service and work a part of team
- Demonstrate a good understanding of pensions with a least 3 years experience in pension's administration
- Third level degree and must be QFA qualified
- Be IT literate with excellent knowledge of Excel & Word, experience of SAP would be useful
- Excellent interpersonal skills and with a proven record of delivery to tight deadlines with a high level of accuracy is essential
7
Individual Pensions Administrator Resume Examples & Samples
- On boarding all new clients onto the company database and ensuring all necessary outstanding requirements are processed
- Processing new business including setting up policy documents and performing AML checks
- Comparing Risk quotations and compiling reports and recommendations
- Liaising with relevant third parties
- Processing group pension annual renewals from pre-renewal to issuing final renewal stages
- Working alongside Client Managers to assist workload increase efficiency
- Ensuring regulatory requirements and compliance agreements are adhered to throughout daily processes
- Providing service to Client Managers to assist in delivering a high calibre client service in self-administered, insured, and ARF business
- Strong administrative experience with exposure to pensions, preferably in individual and ARF funds
- High level of knowledge of risk products and pensions
- Client on boarding experience an advantage
- QFA qualified or agreement to complete
8
Life & Pensions Administrator Resume Examples & Samples
- Dealing with the administration of personal and executive pensions
- Partnering with both the sales advisors and the administration team
- Working independently using own initiative as well as part of a small team
- Dealing with a wide scope of both personal and executive pension schemes, and therefore have a strong technical knowledge of individual pensions schemes
- Minimum of 3 year's relevant industry experience with a Financial Institution, brokerage experience is a bonus
- Have a broad knowledge of financial products
- Excellent computer skills and a working knowledge of excel is essential
- QFA qualified or minimum of 3 exams, one to be in Pensions
- Be fully compliant in CPD requirements
9
Pensions Administrator Resume Examples & Samples
- Administer both final salary and money purchase schemes
- Involvement in a range of projects, including the production of benefit statements, year-end reconciliations, valuations and pensions increases
- Work effectively with colleagues to provide a full administration service
- Completing retirement quotes
- Resolving queries from schemes members and ensuring payments are received accurately
- Process new entrants, renewals, leavers and deaths
- Draft routine correspondence, transfers in and out, pensions increases and liaising with third parties
- Ensure smooth running of the pensions schemes
- GCSE (or equivalent) in Mathematics and English at Grade C or above
- Knowledge of final salary and money purchase schemes
- Previous pensions experience within both Defined Benefit and Defined Contribution sector
- Be able to prioritise workload to ensure Service Level Agreements and quality levels are maintained
- Confident in using Microsoft Office
- Accurate communication skills are essential
- An understanding of pensions industry regulations and current legislation
- Confident with working in a high-pressured environment
10
Life & Pensions Administrator Resume Examples & Samples
- Supporting financial advisers to free them up of administrative workload
- Chasing of outstanding requirements
- Liaising with clients, 3rd party insurance and/or investment companies and/or banks
- Actively participate in the company's business plan and objectives
- Supporting to group scheme administrator in efforts to assist and ease their workload
- 3 years in a similar environment
- Minimum APA status in Life and Pensions
- Excellent technical knowledge around Pensions schemes and Life Cover
11
Pensions Administrator Resume Examples & Samples
- Reconciling of Scheme Assets
- Preparation of Trustee Annual Reports, Financial Statements & Annual Benefit Statements
- Reconciling of Contributions
- Ensuring that all aspects of the day-to- day admin of each scheme are completed in an accurate
- And timely manner
- Excellent Microsoft Office Skills
- Good interpersonal skills and a team player
- A good understanding of the relevant underlying Pensions legislation and regulatory
- Have gained at least 2 years experience in the pensions industry
- APA qualified or in the process of attaining an equal qualification
- Excellent timekeeping
12
Pensions Administrator Resume Examples & Samples
- 4 GCSEs (or equivalent) at grade A-C including English and Maths
- Strong team working and communication skills
- Telephony experience would be an advantage
13
Senior Pensions Administrator Resume Examples & Samples
- Demonstrate background and experience in DC and DB pensions administration
- Adaptable to varying demands and workloads
- A good technical knowledge
- Ability to work well with colleagues
- Ability to coach, provide training and mentoring
14
Trainee Pensions Administrator Resume Examples & Samples
- GCSE educated including Math and English at grade C or equivalent
- University graduate with a business related degree – not essential
- A willingness to develop knowledge of DB and / or DC pension schemes
- Previous office based work experience or a background in administration
- Willingness to work towards a PMI qualification
15
Senior Pensions Administrator Resume Examples & Samples
- Working with with the operational pensions team to ensure all member requests for quotations and information are dealt with in a timely manner
- Check and authorise other peoples work ensuring all responses are accurate and fulfill the members requests
- Prioritize your daily workload to ensure all SLA’s are met
- Assist with pensions administration as required
- Assist with answering the Pensions Helpline providing accurate and timely information to members in a positive manner
- Complete ad hoc processes as directed by team leader
- An understanding of pension schemes in the UK and UK Pensions Legislation
- Ability to to authorise and check other peoples work
- Committed to delivering exceptional levels of customer service
- Knowledge and understanding of pension databases and systems preferable
- Ability to organise and prioritise day to day workload
16
Senior Pensions Administrator Resume Examples & Samples
- Support a team in operational service delivery in accordance with legislation, policy conditions, business rules and within the legislative / regulatory framework
- To support and assist the management team where required in all aspects of service delivery and business support for example, ad hoc projects, auditing, etc
- Understand client requirements and make every effort to ensure the contracted performance targets and quality standards are met
- Mentor team members and identify any training needs to ensure staff achieve their full potential
- Check calculations and processes as required and complete all tasks using best practice
- Identify complaints at the earliest opportunity with a positive attitude, addressing the true root cause and implementing effective corrective action in order to prevent re-occurrence
- Previous leadership experience – motivating and leading a team to success
- A background in pensions administration with in-depth knowledge to cover both DB and DC schemes (experience within local government will be advantageous)
- Able to demonstrate the ability to use pension support and workflow management systems effectively
- A proven record of accuracy and attention to detail
- A flexible approach to work at all times and the commitment to ensure tasks are completed to deadline
- Ability to coach, train and mentor others
17
Pensions Administrator, Justask Team Resume Examples & Samples
- Assisting with day to day member pension plan queries over the phone and via email with the aim of resolving on first contact
- Refer members for Personal Financial Advice as appropriate and liaise with other colleagues to find a solution
- QFA Qualification / LIA Pensions Diploma preferred or working towards pensions exams
- Knowledge of Microsoft Excel/Word and Outlook
18
Pensions Administrator Resume Examples & Samples
- Time spent within a customer focused role
- Having worked to set key performance Indicators and quality standards
- Strong Maths & English skills (GCSE A – C)
- Good knowledge of MS excel
- IT literate with strong keyboard skills
- Background in banking and pensions are desirable
19
Pensions Administrator Resume Examples & Samples
- The complexity of legacy pensions, the quality of data and pension regulation make retirement benefits challenging to understand and ensure the customer gets the best possible outcome
- The role will have accountabilities with this type of background
- Your typical skills and experience
- Minimum of 5 years pensions experience
20
Life & Pensions Administrator Resume Examples & Samples
- Providing administrative support to advisors and team members to free up work load
- Liaising with third parties
- Administration of policies and procedures to clients
- Generating and comparing quotations
- Delivering a high level of service to relevant stakeholders
- 1-2 years experience within a Client Services Administration, Pensions Administration, Life Administration, or Broker Support role
- Come from a background within the Life and Pensions Industry
- Be on the path to completing QFA Exams
21
Trainee Pensions Administrator Resume Examples & Samples
- Previous Admin work
- Ideally Graduate Level
- High Acheiver and Willingness to learn
- Willing to undertake professional qualifications
22
DC Pensions Administrator Resume Examples & Samples
- Investment switching experience and/or experience in processing risk benefits (desirable)
- Successful completion of the Pensions QFA module (desirable) or working towards same
- Ability to work with Microsoft Excel to at least intermediate standard
- Previous working experience of Microsoft Excel formulae, pivot tables and V look–ups required
23
Pensions Administrator Edinburgh Resume Examples & Samples
- Have made significant progress through pensions’ industry qualifications such as QPA
- Proven track record of providing quality customer service in a similar environment
- Ability to demonstrate and deliver continual service improvement
- Strong organisational skills with the ability to prioritise own workload
- A high level of personal drive and self-motivation
- A strong emphasis on accuracy and quality
- A willingness to learn new tasks and be flexible
- A good level of Word and Excel skills
- Experience with Flex Benefit Administration
- Knowledge of Profund Administration System
24
Pensions Administrator Resume Examples & Samples
- Communicate member’s entitlements to the member/client both verbally and in writing and to resolve member’s queries
- Maintain systems to ensure accuracy of information and the corresponding correct benefit entitlements
- Knowledge of Microsoft Office
- Service Level Agreements between the Centre and the Client
- Customer Service objectives
- Have a working knowledge of
- Inland Revenue rules and regulations
- Pensions and related employer legislation
- High School Diploma/GED or equivalent
25
Senior Pensions Administrator Resume Examples & Samples
- Quality support to clients, who are made up of companies, trustees and participating employees, with regard to the transactional elements of their scheme/portfolio, in line with the Mercer Code of Professional Conduct
- Assistance in the retention and development of existing clients, identification and development of new clients and renewal of allocated clients
- Accurate completion and maintenance of Mercer and client databases
- Continuous personal professional development in the area of both technical and behavioural competence to appropriate level
- Maintenance of EH&B analytical tools and production of output for clients and consultants
- Achievement of financial / chargeable hours target
- Ability to work on own and as a team player, establishing good rapport with clients and colleagues
- Related business experience and technical knowledge to appropriate level
- Current Pension Legislation knowledge essential
- Evidence of continued personal professional development
26
Pensions Administrator Resume Examples & Samples
- Working within the Pensions Department providing a wide variety of administration services for the Pension Plan
- Dealing with member queries by either telephone or writing in an efficient and timely manner
- Maintenance of pensions membership records
- Processing administration tasks including joiners, leavers, deaths and retirements
- Perform routine pensions calculations including manual calculations where required
- Assist in projects as and when required including the data cleanse of the information held on the pension administration database
- To carry out ad hoc duties as and when required
- The successful candidate for this role will need to be an experienced, competent Pensions Administrator. It is desirable that the candidate has gained experience of working within the pensions industry on Defined Benefit and Defined Contribution schemes
- Must be highly motivated keen to learn and someone who takes a positive/flexible approach to their workload
- The successful candidate will have a high degree of accuracy, possess excellent problem solving skills combined with an ability to work to deadlines
- Can demonstrate a strong communication skills with a clear focus on the highest quality of customer care for our members
- Proficient in Excel and Microsoft Word
27
Trainee Pensions Administrator Resume Examples & Samples
- A degree in Finance or similar field would be advantageous
- A basic understanding of the different types of pension arrangements and how they operate
- The ability to confidently use Microsoft Office Excel, Word and Outlook
- Attention to detail and a strong communicator
- The ability to work to strict deadlines and able to be adaptable to varying demands in workloads
28
Pensions Administrator Resume Examples & Samples
- Presentation, reconciliation, accurate and timely submission of pension contributions and data schedules for all pension arrangements to include the Local Government Pension Schemes (LGPS) and Defined Contribution Scheme (DC)
- Completion and submission of forms relating to leavers, retirements and deaths in respect of members of the LGPS and Government Approved Department (GAD) Pension Schemes
- Ensure that all auto enrolled employee details are supplied to the third party provider in a timely manner
- Uploading files with starters and levers to the third party provider for DC Scheme
- Periodically test and demonstrate results to the Pensions Team Leader in respect of system changes associated with pensions (for example employee and employer contribution rates, salary sacrifice, LGPS amendments)
- Work closely with the Centre of Excellence and other team members, drive through continuous process improvements through to implementation
- To have the ability to prioritise the workload to the deadline set and highlight any issues to your team leader
- Certificate level of Professional Institution is desirable
- Previous administration experience of Defined Contribution and/or Local Government Pension Schemes is desirable
- Strong communicator, both verbally and written
- Strong time management, organisation and prioritisation skills
- Computer literate , high level of Excel knowledge is essential
- Strong attention to details, with an ability to work on complex issues within tight timescales
- Working knowledge of pensions and payroll administration processes
29
Pensions Administrator Resume Examples & Samples
- Calculate, record, action and peer review all types of pension benefits, including; manual calculations where required, settlement of retirement, transfer and death claims and divorce debits for employees and pensioners
- Maintain accurate and relevant records
- Deal effectively with member queries by telephone, email and face to face
- Strong Customer focus and ability to work well within a team
- Progress towards PMI qualifications and/or three years relevant pensions administration experience
- A working knowledge of Microsoft office, including word and excel
- Good knowledge of administration and regulations relating to defined benefit and defined contribution pension schemes
- Well organised with good communication skills and the ability to show initiative
30
Trainee Pensions Administrator Resume Examples & Samples
- Support administrative work in accordance with Mercer standards in order to achieve service standards and meet legislative requirements
- Accurately calculate and communicate benefits to be shared, and benefits remaining to members, resulting from the implementation of Pension Sharing Orders in both Defined Benefit and Defined Contribution arrangements
- Input data to client databases and help maintain scheme records and files
- Liaise promptly and professionally with clients, scheme members and their ex-spouses, solicitors, IFAs, and Court officials
- Liaise with other third parties such as the scheme actuary, legal advisers, insurance companies and DWP
- Work closely with colleagues in other areas (particularly Client and Member Service Teams) to achieve agreed service standards
- Minimum GCSE grade A-C (or equivalent) in Maths and English (Graduate Preferred)
- Previous relevant pensions administration experience would be an advantage but not essential
- Proven customer service experience with excellent interpersonal and communication skills, both written and verbal
31
Pensions Administrator Resume Examples & Samples
- Previous pensions administration experience is advantageous but not essential as full pensions training will be provided
- Administration, IT and customer service skills
- Excellent communications skills including written English
- Ability to establish working relationships with clients and staff
- Track record achieving targets
- A flexible approach to work at all times and adaptable to varying demands and workloads with a commitment to ensure tasks are completed to deadline
32
Pensions Administrator Resume Examples & Samples
- To complete telephone duties in an accurate and effective manner in accordance with the daily schedule
- To be familiar with performance targets and quality standards and to make every effort to achieve these
- To provide excellent customer service
- To participate in and promote good team communication
- To respond to all telephone queries from the customer helpline in a substantive manner within the agreed time limits
- To work towards overall goals of the team
- Make suggestions for improvement and embrace preventive actions in order to maintain effective systems and controls, improve business efficiencies, reduce potential complaints and manage business risks
- To maintain an up to date knowledge of the Teachers’ Pension scheme, identifying and attending training sessions as necessary
33
Pensions Administrator Resume Examples & Samples
- Help to provide an efficient, professional service to meet all client/members' needs and to promote the Willis Towers Watson brand
- Key administration tasks will include
- Maintenance of accurate and up to date scheme records
- Preparation of individual calculations and benefit statements
- Preparation of Trustee Annual Reports and Eurostat data
- Processing annual risk renewals
- Processing individual member queries
- Develop knowledge of clients pension schemes
- Be a point of reference for standard automated cases
- Communicate effectively with client/members via the telephone, remembering each caller will have a different level of understanding. Record each call as they occur
- Deal with queries and requests by the use of standard letters
- Build a relationship with the clients
- Monitor own workflow to ensure service levels are achieved
- Assist in more complex / project work when required
- Have a strong understanding and ability to perform calculations manually
34
Pensions Administrator Resume Examples & Samples
- Pension administration services to all employees from Chairman & Board down, plus all pensioners and former members with deferred benefits
- Internally: Pension Teams, Payroll, CARM auditing team, HR, International Assignees, Technical Manager, Occupational Health, Trustee & Company Medical Advisers, and members
- Externally: HMRC (Her Majesty’s Revenue & Customs), members’ advisers (legal and financial), AVC providers, Actuaries, Lawyers, Insurance Companies, Pension Regulator
- Working towards RPC or QPA qualification (preferred but not essential)
- 1-3 years’ experience of defined benefit pension administration and service delivery for occupational pension schemes, ideally within the corporate pensions sector
- Working knowledge of UK or ROI legislation affecting Occupational Pensions and statutory reporting
- Experience of dealing with external advisers
- Demonstrates numerical skills
- Demonstrates good written and verbal communication skills
- Working knowledge of Pensions Administration Systems, Excel, MS word, PowerPoint
- Contribute ideas on systems development and implementation
35
Pensions Administrator x FTC Resume Examples & Samples
- Excellent written English and numerical skills (GCSE Maths & English at grade C or above)
- Excellent analytical skills with a strong focus on attention to detail
- Ability to meet agreed deadlines
- Previous pension’s administration experience is advantageous but not essential as full training will be provided
36
Pensions Administrator Resume Examples & Samples
- Minimum GCSE’s; English and Maths grades A-C
- Further education; A Level grades or equivalent
- A proven record of accuracy, attention to detail along with a high level of initiative and self-motivation
- Competent in Excel and IT with the ability to learn and navigate through systems
37
Pensions Administrator x Resume Examples & Samples
- Time spent in a customer focused role – providing an excellent customer experience
- A basic knowledge of Microsoft Word
- Payroll or pension experience is desirable but not essential
38
Pensions Administrator Resume Examples & Samples
- A good standard of education
- Have a minimum of GCSE (Grade C-A) in Maths and English Language
- Be adaptable to varying demands and workloads
- Basic Office Skills
- Basic Excel Skills
39
Pensions Administrator Resume Examples & Samples
- To deliver a quality and speed of service that meets the expectations of all customers and clients
- To ensure customer records are accurately maintained
- To deliver customer requirements in line with documented procedures
- To manage your own workload effectively and prioritise accordingly to meet set targets
- To maintain policy, process and system knowledge in line with legislation and best practice
- To maintain knowledge of team KPIs and SLAs
- To contribute, as part of a team, towards the achievement of departmental goals, including meeting KPIs and SLAs
- To maintain and implement personal development goals, as agreed with your Team Manager, including mandatory training
- To complete performance management documentation in line with agreed timescales and in liaison with you Team Manager
40
Pensions Administrator Resume Examples & Samples
- GCSE educated including; Math and English at grade A - C or equivalent
- Can demonstrate adherence to compliance guidelines and comply with all relevant regulatory policies, including completion of mandatory training
- Good experience of MS Office suite including good letters and e-mail communications and adherence to quality management
- Highly analytical Can identify gaps and errors in data
- Any previous experience in Pensions Administration would be ideal but not necessary
41
Pensions Administrator Resume Examples & Samples
- Post logging
- Processing various types of Pension Calculations and producing letters to members in response to queries raised adhering to service level agreements
- Responding to queries from former employees with no pension benefit
- Record, and then return all original certificates in a secure and timely manner to pension scheme members
- Monitoring the payment of ill health and children's pensions
- Tracking retirement responses and chasing when no response received. (Using "Members past NRD" report)
- Use tracing company to re-establish contact with members where necessary, ensuring other options exhausted initially, e.g. for pensioners attempt contact via their bank in the first instance
- Talking to members on the phone and face to face and assisting them with their pension queries
- Maintaining the filing of Expression of Wish Forms for the Group Life Assurance arrangements
- Assisting in the preparation of Trustee Meeting Packs
- Process GMP queries/update records when required
- Investigate HMRC Shared Workspace Queries and record update to either Shared Workspace or the Pensions System
- Prepare paperwork for the processing of payments and invoices from the relevant pension schemes
- Updating member records upon notification of change in circumstances and validate member identity
- Provide support on the financial admin of schemes through Sage accounting software
- Administering discount cards to eligible pensioners (annual mail-out, and issue upon request throughout the year)
- Payslips (monthly mail-out)
- Dealing with general queries from current employees regarding auto-enrolment, pension contributions
- Carrying out the Auto Enrolment Processes on a pay period basis
- Assisting with ad hoc work and projects within the pensions team as and when required
- Providing support to the Senior Pensions Administrator and Head of Group Pensions as and when required
- Ensuring that the department has the required stationery
- Attend from time to time industry conferences and seminars to expand knowledge of Pensions
42
Pensions Administrator Resume Examples & Samples
- Performing pensions calculations, entering pensions data and answering enquiries to the required standard using automated and non-automated manual/system processes across a wide range of member or scheme events
- Providing prompt and professional communication to clients and scheme members on queries when required via letter, e-mail and telephone
- Ensuring errors, omissions and complaints are handled in accordance with agreed procedures and within appropriate timescales, through liaison with your Administration Service Manager (ASM)
- Escalating any opportunities/ideas for change to your ASM
- Ensuring all procedures are followed when undertaking work for members, trustees and clients across member and scheme processing
- Contributing to the performance of the service delivery of your team and reporting progress on a regular basis
- Intermediate IT skills with good working knowledge of Microsoft Office, including Word and Excel
- Ability to self-develop, work as part of a team, follow processes and plan/organise your own workload
- Ability to coach others and check work appropriate to your skill level and experience
- Flexibility and adaptability to work demands with a willingness to learn and take on new challenges
- Working towards an pension industry standard accreditation / obtaining qualifications (highly desirable)
43
Pensions Administrator Resume Examples & Samples
- Calculates and pays pension benefits in accordance with the Trust Deed and Rules of the Scheme
- Undertakes peer checking
- Communicates with members professionally and attends and participates in client presentations/one to one meetings when required
- Deals with queries from beneficiaries, their representatives, HR, Payrolls and other external agencies
- Seeks ways to build effective and professional relationships with members, internal and external contacts
- Helps monitor service level agreement to ensure targets set by Scheme Trustees are met
- Suggests process or system improvements and assists in their implementation
- Highlights potential problem cases to peers and assists in dealing/resolving the problem
- Performs other duties as assigned by supervisor/manager from time to time
- Experience of working within pensions - It would be desirable for the post holder to either hold or be willing to study for the PMI/QPA qualification
- Proficient in MS Office Applications - Outlook; Word; Excel
- Experience using pensions systems software
- Able to explain complex pensions related issue to members in writing, over the telephone and in person
- Must be an effective communicator with excellent customer service skills
44
Trainee Pensions Administrator Resume Examples & Samples
- A basic understanding of pension schemes in the UK but not essential
- Good knowledge of Microsoft word, excel and access databases
- A commitment to deliver exceptional levels of customer service
- An ability to organize and prioritize your day to day workload
45
Pensions Administrator Resume Examples & Samples
- Ability to demonstrate effective communication both verbally and in writing; in a professional and business-like manner
- Ability to demonstrate customer focus
- Ability to demonstrate effective team working
- Ability to demonstrate the adoption of Capita Values
- Numerate and literate, with attention to detail; educated to minimum Grade C GCSE (or equivalent) standard in Mathematics and English Language
46
Senior DC Pensions Administrator Resume Examples & Samples
- Ensuring all compliance and client specific Service Level Agreements (SLA) are met on an ongoing basis
- Processing monthly switching as per member requests
- Working with the Fund Accounts team in the preparation of the Trustee Annual Report
- Flexible approach
- Working experience of Microsoft Word and Outlook also required
47
Pensions Administrator Resume Examples & Samples
- Produce quotations for members within agreed SLA’s
- Update member’s records accurately with new information
- Help log and monitor post received on a daily basis
- Answer the Pensions Helpline providing accurate and timely information to members in a positive manner
- Producing high quality accurate work
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Senior Pensions Administrator Resume Examples & Samples
- Process members’ benefits based on their entitlements under the rules of the pension scheme and/or clients’ leaving procedures
- To document work processes and provide assistance to the other members of the Pension Centre
- To provide and assist with “on-job” training to the Team, as required
- To assist with one-off projects
- To advise and liaise with external organisation/clients on scheme member benefit entitlements
- Specific additional roles dependent upon the team on which they are working
- Generic re Data Protection/Health and Safety/QMS
- Pensions related qualification: PMI / CPC / APE / DPC and or equivalent is a must have
- Experience in other software products, e.g. PMS6000 and PeopleSoft
- Scheme rules and practices
- General office procedures
- Interpersonal, Communication (oral and written) and Organisational skills
- Other pre-requisite skills, including numeracy, literacy, keyboard and communication
- Pensions related qualification: PMI / CPC / APE / DPC and or equivalent
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Pensions Administrator Resume Examples & Samples
- First point of contact, internally and externally, with all members of the Company's pension schemes (existing employees, deferred pension members, or current pensioners). Will regularly deal with professional advisors, government bodies and other governing bodies, pension advisors and brokers, on most matters surrounding pension scheme administration
- Receiving, understanding and addressing queries from pension scheme members, or managers, regarding pension benefits. This may be answering questions, or escalating as appropriate to other members of the team
- Ensuring processes are administered accurately within defined SLAs, productivity and error rates, with a high attention to detail to ensure high level of customer satisfaction. Speedy, accurate and effective resolution of customer complaints/queries
- Resolving issues as they arise, in a professional, accurate and timely manner, understanding when specialist input, further approval, or escalation to others is required
- Keeping up-to-date in understanding of the broader pensions landscape i.e. developments in pension legislation or tax treatment, in order to handle general enquiries relating to these
- Contribution to process improvement, including regular review of all processes to ensure efficient and effective operations and excellent service levels
- Initial investigation and analysis in more complex cases, including researching the issue and exercising judgement in interpretation of policy or rules for approval/escalation to specialists for resolution on matters where there is scope for discretion or where a range of alternative actions are possible
- Effective listening and communication skills to enable you to fully understand the needs of the customer and respond appropriately
- Can work with standard processes and work across teams
- Able to probe to obtain detailed information in relation to queries
- Possesses the ability to work in a changing environment to meet demanding deadlines and timescales
- IT literate, possess good working knowledge of MS Office tools, SAP HR P&K, and bespoke IT systems
- Experience of working within a customer service environment where you have gained knowledge and understanding of HR processes and policies
- Competent in pensions matters, and will be studying for/qualified in either QPA or PMI, with approximately 3 years' experience in pensions administration
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Pensions Administrator Resume Examples & Samples
- To work with the Senior Pensions Technician, Pensions Technician and Pensions Team Manager
- To deliver requirements for Scheme Events and Projects within KPIs (time scales, deliverables, quality, sign off)
- To take ownership of the accuracy and quality of their own work
- To understand, build, maintain and enhance customer relationships
- To deliver key projects and scheme events within KPIs, including proactively communicating on progress
- To monitor and maintain the incoming workflow and controls around scheme tasks as required
- To control the quality of customer outputs in order to deliver an excellent customer experience
- To provide a first class experience for customers and to share knowledge and expertise with other team members
- Provide administration support on ad-hoc tasks as required by Pensions Team Manager
- Pensions administration experience is desirable but not essential. Knowledge of DB, DC and hybrid schemes is beneficial but not essential
- Microsoft Office – particularly Excel
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Pensions Administrator Resume Examples & Samples
- A solid background in administration
- Ability to meet and work to deadlines within a fast-paced environment
- Good communication skills both written and verbally
- A self-starter, able to manage your own workload but also work well as part of a team
- Excellent IT skills – Microsoft Excel and Word is essential
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Pensions Administrator Resume Examples & Samples
- Provide helpline support for a number of Client Projects regarding Scheme Benefit Changes, handling member queries via telephone and email, as required
- Resolve general Defined Benefit and Defined Contribution pension queries, as well as plan specific queries and technical queries
- Work with administration teams and consultants to follow up on queries not resolved in the first instance. Follow-up with admin teams, consultants and members to ensure closure and satisfaction
- Encourage members to go online via the Mercer OneView website to complete actions where possible (change contributions, investment choices, personal details) and help them understand how to access their personal retirement plan information
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Pensions Administrator x Resume Examples & Samples
- Collate questions from the member relating to communications that the member has received, answering questions where possible from a list of FAQ’s as well as referring to colleagues and management
- Logging all calls and case work requests on our in-house systems ensuring that the work is filtered to the relevant department for completion
- Meet required standards of call quality and answer rates
- Previous experience of Inbound call handling experience
- Some pension experience would be beneficial although not essential as full training would be provided
- Ability to demonstrate effective communication skills, both written and verbal
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Trainee Pensions Administrator Resume Examples & Samples
- Graduate with Maths and English GCSEs at grade C or above (or equivalent)
- Microsoft Office – Word, Excel and Outlook
- Can demonstrate a desire to develop a career in the pensions/financial services industry and take full advantage of training opportunities
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Senior Pensions Administrator Resume Examples & Samples
- Knowledge of DB and/or DC pension schemes is essential
- Coaching, training and mentoring expertise
- Client relationship skills
- People management ability
- Accuracy, attention to detail and quality management
- GCSE Maths and English grade C and above (or equivalent
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Pensions Administrator Resume Examples & Samples
- Pension administration and work management systems knowledge
- Microsoft products – Word, Excel and Outlook
- PMI and Cii qualifications are desirable
- GCSE Maths and English grade C and above (or equivalent)
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Pensions Administrator Resume Examples & Samples
- Previous Pensions OR Back Office Processing experience
- Ability to work towards metrics in a KPI driven environment
- Strong numeracy and analytical skills
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Senior Pensions Administrator Resume Examples & Samples
- This will involve working to meeting agreed service standards and client deadlines, complying with internal procedures to provide a consistent and proactive client service to the highest standards
- Working closely with and supporting the team leader the person will be responsible for helping to ensure the successful integration and training of new additions to the team
- Also responsible for providing technical support to team members and helping resolve customer issues
- Administration management of a portfolio of corporate client Defined Benefit Pension Schemes. Ensure that all aspects of the day to day administration of the client portfolio is delivered to the highest standards, including completion of renewals, dealing with all financial transactions, issuing of benefit statements, leaver option statements and preparation of trustee annual reports
- Meeting agreed service standards and adhere to standard procedures
- Ensure agreed procedures are followed in the team
- Communicating with all clients and dealing with internal customers in a professional and proactive manner
- Attending trustee and client meetings as required
- Provide feedback and support to the team leader on all aspects of work in the team
- Planning and co-ordinating your work with the team leader (to meet agreed deadlines)
- To undertake special job assignments as appropriate
- Assist and support business development in liaison with Head of Administration
- Participate in training programmes
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Pensions Administrator Resume Examples & Samples
- Experience in an administration environment
- Competency with Excel and Word
- Good communication and numeracy skills with experience in a telephony role
- Ability to work as part of a team and on own initiative
- Demonstrate attention to detail, accuracy and quality
- Obtained at least 5 GCSEs of grade C and above including Maths and English
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Pensions Administrator Resume Examples & Samples
- The ability to confidently use MS Word and basic Excel
- The ability to share information and work well with others
- Ability to meet targets and deadlines
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Pensions Administrator Resume Examples & Samples
- Transfer Value Quotations
- Retirement Quotations
- Divorce Valuations
- Death Benefit Calculations
- Benefit Settlements
- All aspects of pensions administration, such as maintaining accurate records for the members in the schemes, calculating benefits, providing information to scheme members and assisting team colleagues
- Contribute to a process of continual service improvement; generating efficiencies for Capita and better working practices for client and pension scheme members
- Responsible for meeting client SLA’s and providing a first class Pension & Benefits Administration service
- Key contributor to client dedicated helpline and mailbox
- Ensure the service adheres to the company data and information security policies and escalate any breaches accordingly
- You will have a proven track record of providing quality customer service in a similar environment (DC pensions administration experience)
- Knowledge of the flexibilities introduced following the 2015 pension freedoms
- Experience of manual pension calculations
