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As part of the pension administration team, you will support the Pension Administrator with administrative tasks and assist the Pension Consultant in delivering efficient office operations and exceptional client service.
- Based in Godalming
- £25,000 - £26,000 salary (DOE)
- Monday - Friday, 37.5 hours per week
Benefits:
- 25 days holiday + bank holidays (3 reserved for Christmas)
- Flexi time (core hours 10am - 4pm)
- Free car parking
- 5% Pension contribution
- Private health care scheme
- 4x salary death benefit
- Study support
Job Description:
- Collaborate with the new business department to verify the accuracy and completeness of application information.
- Create and update database records to efficiently establish new pension schemes.
- Maintain and record client data and financial transactions with precision.
- Distribute incoming mail to the appropriate recipients.
- Ensure database records are accurately maintained and regularly updated.
- Draft and generate standard client correspondence.
- Manage schedules to ensure timely completion of administrative tasks.
- Log and file copies of correspondence under appropriate references.
- Handle client phone inquiries professionally and efficiently.
- Print and photocopy standard database reports as required, both routinely and on request.
- Assist consultants with additional tasks to support the smooth operation of the office.
Person Specification:
- Strong understanding of modern office procedures and best practices.
- Excellent organisational skills with the ability to prioritise tasks effectively.
- Strong multitasking abilities, capable of managing workload to meet business needs and service level agreements.
- Numerically proficient with solid Microsoft Office skills.
- Confident and articulate communicator, able to engage with high-net-worth individuals and senior professionals.
- Effective team player with outstanding communication and interpersonal skills.
Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!
Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.
Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
