Assistant Administrator

Job Description

 Role relates to KPMG’s own Staff schemes working in a busy team of 12;

- Dealing with current and former staff and partners covering both DB and DC benefits;

- Requirement to undertake work for demanding scheme members with often complex pension arrangements;

- A need to be able to work on projects, such as GMP remediation, change management to meet the firm’s wider independence requirements;

- Opportunities exist within the team as other more senior roles will became available in the next 12 months as other teams members retire.

- Complies with ALL internal procedures

- Undertakes routine tasks including logging post, photocopying and filing

- Demonstrates a basic understanding of pensions legislation

- Demonstrates an understanding of a portfolio of schemes assigned to you

- Work is completed to a high level of accuracy

- Demonstrates good administration and organisation skills

- Maintenance of your own work log, feeding upwards in a timely manner where support is required or any disclosure requirements are about to be breached

- Able to manage conflicting priorities, seeking guidance from seniors where necessary

- Demonstrates good communication skills face to face, by phone and email

- Accurate recording of telephone calls and responding where appropriate, seeking guidance from others as required

- Provides on the job training to administration assistants/other administrators where required

- Demonstrates building of relationships with clients through day to day contact

- Identify work which is non-routine prior to undertaking and raise with the senior

- Provides open and honest feedback

- Maintains a professional attitude at all times

- Maintains personal outlook and client inboxes, logging and dealing with emails where necessary

- Demonstrates a good understanding of Excel including the ability to produce manual calculations

- Flags any errors or omissions to the scheme’s administration manager immediately upon discovery/notification

- Full maintenance of members’ records within the administration database

- Dealing with member certificates/identification

- Completion of routine calculations, processing of benefits for all movements and activity e.g. leavers, new entrants, retirements, transfers, deaths on a portfolio of schemes assigned to them

- Processing and setting up benefits either via the scheme and liaising with payroll as necessary, or via an annuity purchase.

- Calculating and processing any increases to pensions in payment as applicable

- Production of scheme stewardship reports

- Collation and collection of data/information to assist in the production of the scheme’s accounts, actuarial valuations and group life re-broking as required on their scheme

- Responding in writing to routine queries/requests from clients, members and other parties, seeking guidance from team members where necessary

- Maintains schemes’ cashbooks to a high level of accuracy

- Completion of cashflow forecasts and processing of disinvestments and investments as and when required

- Able to raise payment and receipt forms and processes these in line with each schemes requirements

- Assisting in completion of the annual renewal process and production of benefit statements

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