Job Description
Pension Administrator
You will be required to provide high-quality secretarial and administrative support to a group of Trustees within the Financial Services sector.
* Hybrid working: 2 days office-based, 3 days from home
* Location: Wimbledon
* Increased office attendance required during probation
* Full-time hours: Monday to Friday, 9am-5pm
* Salary: Up to £30,000k
Main Duties & Responsibilities
* Log and monitor annual scheme budgets
* Process and log invoices
* Update master spreadsheets, registers, compliance checklists and governance systems
* Manage Trustee diaries
* Schedule meetings and organise arrangements
* Coordinate travel and expenses
* Handle incoming and outgoing post; ensure appropriate follow-up
* Answer incoming calls, providing support when Trustees are unavailable
* Maintain a professional and responsible approach to all client-related communications
* Supporting meeting preparations: drafting agendas, collating papers, issuing meeting packs, confirming venue arrangements
* Preparing minute templates
* Updating action logs and issuing follow-ups to providers
* Completing quarterly tasks ahead of Trustee meetings
* Creating meetings and managing document uploads to online portals
* Liaising with providers to confirm meeting dates, track actions, and ensure timely submission of papers
* Monitoring regular correspondence from scheme providers and industry bodies
Knowledge & Experience
* Previous PA, secretarial or administrative experience
* Background in pensions administration or an understanding of trusteeship is advantageous but not essential
Key Behaviours
* Professional approach to all client-related matters
* Enthusiastic, proactive, and able to use initiative
* Strong organisational skills with the ability to think on your feet
* Able to prioritise and manage multiple tasks simultaneously
* Collaborative, flexible team player
* Excellent attention to detail and process-driven
* Ability to deliver accurate work to deadlines
* Strong written and verbal communication skills
* Good interpersonal skills
* Confident and professional telephone manner
Qualifications
* GCSE English and Maths (Grade C/4 or above) or equivalent
* Proficiency in Microsoft Office:
o Excel (intermediate to advanced)
o Word (intermediate to advanced)
o Outlook (intermediate to advanced)
o PowerPoint (basic)
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