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 smoot...