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.
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Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer