Job Description:
Key responsibilities
- To work with the Scheme Events Leads and Scheme Event Manager to deliver requirements for Scheme Events and Projects (time scales, deliverables, quality, sign off) and to input into the planning process.
- To review the work of Pensions Data Technicians and provide feedback and technical support.
- To be responsible for the accuracy and quality of Scheme Events and Projects.
- To correspond and build working relationships with clients and colleagues.
- Identify and report risks and breaches immediately to line management and/or the Operational Risk & Compliance Department.
- Regularly review the effectiveness and efficiency of existing systems and controls and make suggestions to continually enhance service delivery, improve processes and reduce potential complaints and business risks.
- Identifying and reporting risks and breaches immediately to the Breach Specialists and Service Delivery Manager and to the Operational Risk & Compliance Department and ensuring the appropriate controls are in place to facilitate this.
- Adhere to Quality Management Systems and comply with pensions and FCA regulations and initiatives, for example, Treating Customers Fairly (TCF).
- To support and assist the management team where required in all aspects of service delivery and business support for example, ad hoc projects, auditing, etc.
Key tasks
- To lead on the delivery of assigned projects and scheme events.
- To promote the provision of a first class experience for customers and to share knowledge and expertise with other team members.
- Record time accurately in the Workflow+ system.
- Performs data processes, including the following:
- Running and specifying data extracts from the administration system including bespoke reports.
- Transforming extracted data or data received into the required format and structure
- Performing and specifying data uploads to the administration system
- Building Mail Merge letters
- Performing bulk calculations in Excel
- Building and enhancing Excel templates and macros for regular jobs
- Creating audit trails of all work and communications using the Team's best practice.
- Testing bulk communications and calculations using the Team's best practice.
- Providing project updates and time scales to Scheme Events Leads, Project Managers and Scheme Event Manager.
- Identifies opportunistic income work and provides cost estimates to the client and commercial teams.
- Acts as an Subject Matter Expert for large internal change and client projects.
What we're looking for:
- DB and/or DC pensions scheme experience
- Technical pensions calculations/analysis
- Bulk data analysis
- Pension administration and work management systems
- Accuracy, attention to detail and quality management
- Excel - Demonstrate the ability to use filters, sorting, pivot tables (rows, columns, grouping, filters and totalling).
- Excel - Can use formulas including lookups, IF and nested IF statements, date calculations and formatting of cells to specific guidelines.
- Excel - Can import data/text files and use data validation
- Project Management Skills
- A Level Maths or Degree with maths element or Work experience involving complex data analysis
- PMI Qualifications
Guidant Global (BH4SF) is acting as an Employment Agency in relation to this vacancy.
Connect with us