Pension Technical Lead

Objective of the Role

The Pension Technical Lead provides technical support and oversight to the administration teams responsible for delivering high levels of service to the Options and Lewis master trusts. Working closely with the Head of Options Workplace Pension Trust, this role will provide senior level support including checking member and reconciliation cases, advice on complex administration queries and implementing process efficiencies.

Key Responsibilities

The role holder will work with the Head of Options Workplace Pension Trust to provide agile support to all administration teams across these key responsibilities:

• Ensure high levels of business as usual service delivery.
• Promote and embed process efficiencies.
• Support transparent and effective reporting.
• Assist team leaders in business as usual case checking.
• Assist team leaders in complex queries.
• Assist checking of reconciliation cases.
• Support administration aspects of transition project.

Responsible for their individual performance targets and contribution to the overarching aims of the company.

• Ensure clients receive regular and effective communication which is professional and delivered to the highest standards.
• Maintain and develop good business relationships with internal and external customers.
• Work in conjunction with the team to ensure all work is carried out to the highest quality, and within the service levels laid down.
• Escalate any problems, mistakes, backlogs, or issues immediately to the line manager.
• Report any breaches or complaints immediately to the line manager and to Compliance.
• Where risks are identified, ensure these are documented and reported to the line manager and compliance.
• Take responsibility for individual tasks, and action them within the required timescales.
• Achieve and maintain competence as required by the Company’s Training and Competence Scheme.
• Work the necessary hours to ensure work is completed within agreed Service Levels.
• Provide support to the line manager to ensure the overall team objectives are met.
• To commit to and uphold the STM Group Organisational Values: Showing Care & Respect; Taking Personal Responsibility; Having a Passion for Excellence; Striving for Business Success and Working Together.

Knowledge

• Previous senior level DC pension administration experience.
• Understanding of/ experience in DC master trusts.
• Strong pensions knowledge to support compliance.
• Experienced team leader preferable.
• Strong general computer skills, comfortable with MS Office (especially Excel) and other system functionality.

Skills

Interpersonal Skills

• Good interpersonal and relationship management skills.
• Scheme and member-focused service with the ability to deal with a variety of people, building relationships and managing expectations.
• Good communication skills, with the ability to communicate with schemes, members, and colleagues in a positive way.
• A friendly, and supportive team player.
• Team spirited, co-operating with and respecting colleagues.

Organisational Skills

• Good organisation skills and able to prioritise.
• Flexible and adaptable to changing priorities.
• Attention to detail.
• Excellent organisational skills to manage various tasks while achieving SLAs.