The role of Administrator is to work within an administration team servicing both member and client queries in relation to defined benefit pension schemes.

 

Performance Objectives: 

 

Excellence

Perform and communicate with guidance from other team members in North America/ Canada, routine and recurring plan administration tasks for clients’ defined benefit pension schemes (e.g., benefit calculations, forms review, payment processing). Continuously seek to identify areas where the service to clients/members could be improved and communicate to the Senior Administrator/Team Leader. Deal with queries and requests by the use of standard letters and reference to procedures. Recognise and escalate potential problem and potential complaint cases and procedures. Seek clarification where errors are made. Monitor own workflow to ensure service levels are achieved. Prioritise and manage own workload and maintain a rolling schedule of objectives. Accurately perform manual calculations. Know and live the firm’s values.

 

People

Assist the wider team in more complex / project work when required. Accountable for own development, identifying and raising any learning needs with Administration Co-ordinator. Understand your role within the team.  Support colleagues for holiday cover and workload peaks.  Update and maintain skills matrix     Requirements:   Able to work to a high level of accuracy. Able to work well under pressure and meet targets. Interpersonal skills to include good written and verbal communication. Customer and quality focussed. Computer literate. Bachelor’s or Master’s degree in any Major  Experience in either DB/ DC pension administration &/or Canada/ UK/ US Pension experience essential

Graduate