Role Responsibilities

• Provide administration service to customers
• Maintenance of data, integrity checking and conducts periodic reconciliations
• Processing of a wide range of routine and non-routine documentation within defined procedures
• Resolves customer enquiries (oral and written) based on expert working knowledge of the customer requirements [and case history]
• Production of non-standard correspondence
• Collates and analyses data and produces routine and ad-hoc reports, in order to update customer records, resolves queries and analyses trends in operating performance
• Provision of technical guidance
• Conducts training needs analysis, design and deliver on-the-job training designed to meet individual’s needs
• Assist in the development of outline specifications for new/enhanced systems
• Carry out projects and ad-hoc activities as determined by Team Leader

Qualifications Preferred

• Retirement provision Certificate/FPC/QPA
• Active APMI student
• Customer Service NVQ

Skills and Knowledge

• Good written and communication skills
• Ability to develop working relationships
• Ability to work to work within laid down processes and procedures
• Organisational, planning and prioritising work
• Good awareness of scheme rules, industry regulations, current pension legislation
• General all round knowledge of team and company products and services
• Microsoft PC packages