Job Description

Morgan Lloyd are looking for an adaptable individual to perform various administrative and clerical tasks to support our team of Pension Administrators. You will undertake a variety of activities from handling incoming post and answering the phone to the preparation of professional documentation, processing financial payments and reconciling bank accounts.

An effective Support Administrator has the ability to work to strict deadlines whilst retaining high standards of accuracy and putting the customer first at all times. You must be reliable and hardworking with great communication skills and be able to carry out tasks autonomously and collaboratively.

Remote working is essential in the short term and a possibility in the longer term.

Responsibilities (Duties & Capabilities)

Assisting the pension scheme credit control team - ensuring outstanding payments are made to pension scheme bank accounts Collecting, franking, opening and sorting of mail Documentation archiving and retrieval Prepare, organise and distribute company documentation Obtaining policy valuations from a range of third-party providers Ensuring Pension Scheme bank accounts are reconciled daily Ensuring the Viewpoint system is updated with accurate client data Process online banking payments and payment of invoices, fees Provide reception support (if required) Contacting external customers and providers for various information requests Project work Provide administrative support to a variety of departments (if required) Usage of internal database for accurate record keeping Answer the phone to take messages or redirect calls to appropriate colleagues Undertake a variety of administrative duties as per team requirements

Requirements (Competencies & Expertise)

Ability to work and think independently and as part of a team Be flexible and adaptable Familiarity with office equipment (fax machines, printers etc.) Computer literacy (MS Word, Excel and Outlook) Strong verbal and written communication skills GCSE or equivalent in English and Maths Ability to remain calm when under pressure while maintaining quality and meeting deadlines Professionalism and understanding of good customer service Good organisational and time management skills Able to build rapport and relationships with clients and colleagues Experience with handling external incoming telephone calls
Job Types: Full-time, Permanent

Pay: 20,000.00-26,000.00 per year

Benefits:

Company events Cycle to work scheme On-site parking
Work Location: Hybrid remote in Bristol BS20 0DD