- Hybrid working 2 days a week
- Career development into the Pension space
- Payments, reconciling and prep of documents
Fram are working with a Pension services provider who are looking for a admin support administrator to support, a team of Pension Administrators. You will undertake a variety of task from handling incoming post and answering the phone to the preparation of professional documentation, processing financial payments and reconciling bank accounts. This is an exciting opportunity to move into financial services industry and be exposed to the pension ( SIPP and SASS ) space. Our client offers career development, hybrid working 2 days in the office depending on Administrator rota.
Key responsibilities: - Assisting the pension scheme credit control team - ensuring outstanding payments are made to pension scheme bank accounts
- Collecting, franking, opening, and sorting of mail
- Documentation archiving and retrieval
- Prepare, organise, and distribute company documentation
- Obtaining policy valuations from a range of third-party providers
- Ensuring Pension Scheme bank accounts are reconciled daily
- Ensuring the Viewpoint system is updated with accurate client data
- Process online banking payments and payments of invoices, fees
- Contacting external customers and providers for various information requests
- Project work
- Keeping accurate record on CRM system
- Answer the phone to take messages or redirect calls to appropriate colleagues
- Undertake a variety of administrative duties as per team requirements
An ideal candidate will have an understand of financial services and experience from a financial planning, wealth management, or Banking environment. However, our client will consider and experience administrator from other industries as long as you have dealt with the processing of payments, and reconciliation and have an excellent phone manner. You must be a confident communicator with strong verbal and written skills. Strong IT skills, including Microsoft Office and Outlook.
