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As a member of the pension administration team, you'll support the Pension Administrator and work with the Pension Consultant to deliver excellent in-office and client service.
- Based in Godalming
- Up to £25,000 (DOE)
- Monday - Friday, 37.5 hours per week
- Flexitime
- 25 days holiday + bank holidays
Job specification:
- Collaborating with the new business department to ensure application details are accurate and complete.
- Creating database records to establish new pension schemes quickly and accurately.
- Managing and updating client data and transaction records.
- Distributing incoming mail to the relevant recipients.
- Maintaining up-to-date and accurate database records.
- Generating standard client correspondence as required.
- Managing a schedule to ensure timely completion of all administrative tasks.
- Logging copies of all correspondence under the correct references.
- Handling client phone calls with professionalism.
- Photocopying and printing routine and ad-hoc database reports.
- Assisting with additional tasks as requested by the consultant to support smooth office operations.
Person specification:
- Strong understanding of modern office practices.
- Excellent organisational skills.
- Able to multitask and prioritise workload to meet business goals and service level agreements.
- Numerate, with advanced Microsoft Office proficiency.
- Confident communicator.
- Collaborative team player.
Additional Information:
- Free parking
- Pension
- Private healthcare
- Death benefit
- Study support
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.
