Job Description
Job Title: Corporate Pension Administrator
Location: Jersey
Reports To: Manager – Corporate Team Purpose of Role: To provide high-quality administrative support to the Corporate Pensions Team, ensuring the effective day-to-day operation of Employer Pension Schemes and Individual Member services. This role plays a key part in maintaining accurate records, processing scheme activity, and delivering a reliable and professional service to Clients. The Corporate Pension Administrator contributes to the success of the team by upholding the Company values in all tasks and Client interactions. Main Responsibilities:
• Providing comprehensive administrative support across Corporate Pension Schemes, ensuring accuracy, compliance and professionalism.
• Processing new member applications and managing monthly pension contribution schedules, including bulk salary uploads and updates to contribution rates.
• Handling leavers and processing associated employer or employee refunds and single contribution transactions.
• Supporting Individual Members by issuing usernames and passwords, delivering valuation requests, and providing leaver and retirement options.
• Processing benefit-related tasks such as internal and external transfer requests, small fund commutations, tax-free lump sums and triviality claims.
• Maintaining accurate and up-to-date Client records that are in line with internal procedures and compliance standards.
• Preparing and issuing clear, professional correspondence to Corporate Clients and Scheme members.
• Communicating effectively with Corporate Clients, Individual Members, Trustees, and pension providers.
• Supporting the training and onboarding of new team members by sharing knowledge and offering guidance.
• Delivering all administrative work in accordance with Company procedures and service standards.
• Fostering positive and collaborative working relationships with colleagues and Clients.
• Managing workload efficiency and prioritising tasks to meet deadlines and Client expectations.
• Identifying opportunities to improve processes and workflows.
• Participating in projects as required.
• Performing other ad hoc duties as requested by the Line Manager and/or Directors.
Person Specification
Criteria Essential Desirable
Education/Qualifications • Educated to GCSE or equivalent level.
• Progress towards, or completion of, a relevant professional qualification.
Experience • Previous experience in an
administrative role, ideally within financial services.
• Experience working with corporate pension schemes.
Knowledge & Skills
• Proficient in Microsoft Office. • Strong organisational skills. • Ability to manage multiple
tasks. • Excellent written and verbal
communication skills.
• Familiarity with pension administration systems and software.
• Knowledge of pension scheme processes.
Behaviours & Attributes
• Strong attention to detail and accuracy.
• Ability to work independently and as part of a team
• None specified.
Core Competencies
Competency Description
Attention to Detail & Accuracy
Delivers error-free work, reviewing Client records and documentation for accuracy.
Communication Skills Communicates clearly and professionally both written and verbally, adapting language and approach to suit the audience.
Organisational Skills & Time Management
Plans and prioritises tasks effectively, managing time efficiently to meet deadlines and balance multiple responsibilities.
Teamwork & Collaboration
Collaborates well with colleagues, sharing information and supporting team objectives.
Problem Solving & Initiative
Takes proactive steps to resolve issues and improve processes without needing direction.
- Job Description