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- Help the team to deliver and meet the client’s Reporting and compliance requirements.
- Support and assist Client Managers to achieve and deliver excellence in the service proposition to the client and members.
- Work collaboratively with peers and contribute to the wider day to day management of the client.
- Understand the links between data, calculations and multiple project streams.
- Contribute to the implementation of continuous improvement initiatives to increase end to end automation efficiencies and results with the aim of delivering operational self-sufficiency.
- Take a proactive interest for own continual learning and understanding of the business.
- Help with defined projects working with colleagues across multiple functions to facilitate a successful outcome.
- Interact with the client and their advisors on complex and technical queries to understand their requirements and to clarify and document these.
- Work with the Team/Team Leader to help improve operational efficiency and reduce costs e.g. automation, full use of standard procedures.
- Help the team to run, contribute to, manage and monitor ad-hoc BAU projects, large and small, and assist the team to ensure the client reporting and compliance requirements are met and produced within agreed deadlines.
- Build and maintain technical, procedures and client knowledge through experience.
- Ensure client work is undertaken on time whilst adhering to our quality standards.
- Take ownership and accountability of allocated work to ensure service level is achieved.
- Fully engage with colleague training and development to assist the team’s performance.
- Work in a collaborative manner within a team environment to achieve common business goals.
- Adhere to the Company’s Professional Excellence principles.
- Experience of working on a major client with a mix of complex DB and DC especially DB is needed
- Strong organisational abilities and flexibility to work in a team/virtual team environment working on multiple client priorities.
- Client facing interpersonal and communication skills.
- Process driven with ability to modify approach.
- Take pride in your work with accuracy and adherence to a high level of quality being paramount.
- Excellent time management and ability to meet deadlines and prioritise own workload.
- Pensions technical expertise is required
- Experience of project based technical work in a client environment.
- Ability to analyse and manipulate data, deliver in agreed client format with a strong working knowledge of MS Excel whilst being open to learning new technology and tools.
- Ability to assist with the production of bespoke reports for the client in agreed formats.
- Improve knowledge and own technical skills through participation in online, instructor-led or self-taught training.
