SSAS Operations Officer
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
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
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.
The following skills are important:
Strong communication and interpersonal skills
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