Job Description:

Admin Support

Location: Godalming                          
Hours:      09:00 – 17:30   
Salary:      £25,000             
Holiday: 25 days holiday   
Benefits: Contributory pension & private healthcare                

Job Description – Pension Administrative Assistant 

This is an exciting opportunity to join a very well established Company that operate in the Financial Sector 

Benefits include:

Competitive Salary, 25 days holiday (3 reserved for Christmas) plus flex time, free car parking, 5% Pension contribution through auto enrolment pension scheme, private health care scheme, 4x salary death benefit and help with exams through time off for study and with exam costs and study material.

Key responsibilities:

As a member of the pension administration team, you will be expected to provide administration duties and support to the Pension Administrator and report to the Pension Consultant to provide a dedicated office and client service.

Duties to include:

• Liaising with the new business department to ensure application information is accurate and complete
• Generating database records to establish new pension schemes in a timely and accurate manner
• Maintaining and recording client data and transactions
• Distributing incoming mail to the appropriate recipient
• Updating and maintaining database records accurately and efficiently
• Generate standard client correspondence
• Maintaining schedule of dates to process all administrative duties
• Logging copies of all correspondence under appropriate references
• Handling client phone calls
• Photocopying and printing off standard database reports, both routinely, and upon request
• Undertaking other tasks at the consultant’s request to ensure efficient operation of the office

Working hours:

37.5 hours per week.  9am – 5.30 (Core hours 10.00am to 4.00pm, Monday to Friday)

Skills/Experience required:

• A good grasp of modern office practices
• Organisational skills
• Ability to multitask, and plan own workload to meet business requirements and service level agreements
• Numerate, with good Microsoft Office skills
• Articulate, with ability to speak to high-net-worth individuals and senior level staff
• Good team player with excellent communication skills

Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!

Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

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Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.