Pensions Administrator

As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions - we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to become better every day. If you are looking for a firm where you can build a future and make an impact, then RSM is the place for you.

Overall Job Purpose

Working as part of a small but experienced team, the primary purpose of the role is to provide a high quality end-to-end administration service to members of both the DB and DC schemes, the company and Trustee of the RSM UK (2006) Retirement Benefit Scheme. The emphasis is working with the DB scheme.

Additional Duties:
Working with the Pensions Manager, you will assist when necessary in supporting the Trustee Board e.g. on specific projects. preparation of the Scheme financial statements, submission of the Scheme Return and in the Pensions Dashboard Project.

Responsibilities

• To provide a complete administration service including all regular aspects of pensions administrative work
• Responding to pension enquiries such as processing retirements, transfers out and time critical events such as responding to the death of a member
• Answering complex member and third party queries, providing full and accurate responses to questions which require in depth pension knowledge
• Diligence in controlling and monitoring pension cases and workflows, ensuring all activities are completed in line with legislation, service level agreements and the expectation of members, the Trustee and the Company
• To deal with complaints in accordance with the IDRP and to deal with such cases with empathy and the utmost professionalism
• To maintain an excellent working knowledge of the pension scheme Rules, including various legacy arrangements
• To quickly escalate to the Pensions Manager any significant problems or concerns, particularly those that have a financial implication
• To assist the Pensions Manager, when necessary, in providing support to the Trustee Board e.g.
• Production of a member newsletter
• Preparation of the Scheme financial statements
• Submission of the annual Scheme Return
• Completing the Pensions Dashboard Project
• To take responsibility for the quality and accuracy of your own work and that of your colleagues
• Ensuring the input to Profund of accurate data and maintenance of that data
• Encouraging adoption of a consistency of approach to high quality data management
• Diligence in querying any data inputting where there is any concern as to its accuracy
• To be diligent at all times in recognition of breaches relating to data protection, cyber security, fraud and in general mitigation of risk to members, the Trustee and the Company

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Personal and Professional Qualities

The role requires:

• Considerable experience in a pensions administration role
• Excellent technical and operational knowledge of UK contracted-out defined benefit pension schemes, also experience in defined contribution schemes is desirable
• Good knowledge of UK pension legislation
• Experience of working with pension administration systems (Profund being an advantage)
• Track record of performing and checking member benefit calculations including ability to apply complex history of legacy arrangements

Skills and Abilities

• Technically proficient in operational pensions administration
• Strong eye for detail, accuracy and good grammatical skills
• Used to meeting deadlines in a busy working environment
• Self-starter but an effective collegiate team member
• Strong customer focus skills in dealing with members and third parties on the phone and in writing
• Excellent communication and interpersonal skills

Software

• Essential - Excel, Word, Outlook
• Desirable - Profund P3

Diversity and Inclusion at RSM
At RSM, we want to create a strong sense of belonging so that people of all identities, backgrounds, and cultures feel they can bring their true self to work. Our clients come from all walks of life. We aim to achieve that same diversity of background, experience and perspective in our own teams, so that we can genuinely understand our client's needs. Diverse teams bring a broader range of ideas and insights to work. That's why we're working together to ensure our firm's principles and processes support a firm culture that embraces difference and strengthens inclusion.
At RSM we work hard to create an environment where our people can make a difference - to themselves, their career, their teams, and to the success of our firm and clients. We support all our people to work flexibly, to manage their family and other responsibilities alongside their work commitments; we believe this is key to achieving an inspiring and fulfilling working environment.]]>