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SSAS Operations Officer

Permanent  for Whitehall Group (UK) Ltd in Bury

In your role as an Operations Officer you will oversee the central functions for our pension schemes to ensure that all schemes operate effectively on a day-to day basis.

You will not be required to advise people relating to their pension schemes but it will be necessary to have a combination of interpersonal skills and financial knowledge to perform the role effectively.

Attention to detail is extremely important as you will be required to do a lot of precise administrative work. You will be responsible for handling large sums of money so accuracy and precision is imperative. You will work independently whilst overseeing the regular tasks required by the Account Executives.

Your Functions Will Include

Daily banking procedures

Making banking payments

Updating the computer system with bank transactions

Carrying out all banking tasks, chasers, reminders and reconciliations

Operating our pension payroll software and procedures

Monitoring service standards

Producing service standards reports

Producing other management information

Minor website maintenance

Running Control Panel reminder lists using back-office software and issuing standard letters

Handling some scheme correspondence

Liaising with banks, insurance companies and investment providers

Liaising with IFAs, accountants and other business introducers regarding their clients

Dealing with any enquiries by telephone, email, fax and in writing in a professional and efficient manner

Updating the back office systems with information and ensuring accuracy of all records and files

Following procedures

Your Functions May Include

Opening the post

Sending the post

Carrying out The Pensions Regulator and Information Commissioners registration, renewals and direct debits

Sending pension payslips

Paying cheques into the bank

Filing other regulatory returns

Preparing mailshots

Chasing transfers

Updating internal procedures when required

Updating standard documents when required

Greeting clients when they visit the company premises

Any other work as requested by the Directors

Preparing and issuing scheme anniversary packs and invoices

Performing simple pension scheme administrative tasks which arise

Filing Pension Scheme Returns

Your role is administrative in nature and involves the day to day oversight of the pension schemes. You will need excellent numerical skills to arrange payment of pensions, other benefit payments and transfers.

Maintaining accurate records is imperative. You will also be expected to be computer literate in order to use computerised systems to carry out comparisons, look up information and update pension scheme records. You will also answer enquiries via the telephone, fax, in writing and by email.

It will be a part of your job to liaise with other organisations to ensure compliance with all legal and regulatory aspects of pension administration. Although you will be mainly office based in order to provide customer service you may be required to attend external presentations in order to keep up to date with pension and industry legislation if so required.

Skill Requirements

The following skills are important:

Strong communication and interpersonal skills

Customer focus

The ability to explain complex information clearly and simply

Good administrative and computer skills, especially Microsoft Excel


The ability to analyse figures

Accuracy and attention to detail

Methodical and thorough

An organised approach

Ability to work independently

An assertive team working ability

Customer service skills

Job added on 25-08-2014