Administrator (Retirement Services)
Fareham (5 days per week on site)
ASAP Start (until 30th July)
£20 per hour PAYE
HSBC is currently searching for an Administrator position to join their team in Fareham. The individual will join the Global Operations Team in the role of Administrator (Retirement Services HOST)
Role Purpose
• Printing and issuing correspondence for Wealth Retirement Services Team.
• Checking Annual Benefit Statements and Wake Up Packs – training will be provided
• Dealing with valuation requests – training will be provided
• Requesting information from Investment Managers via email and phone.
• Printing and issuing pension payslips and bank statements.
• Scanning and uploading documents
• Banking cheques
• Completing transfer in discharge forms and sending them out by registered post.
• Requesting updates from other Pension companies for transfers in via email and phone
• Indexing post that has been scanned.
• Other general clerical duties as and when required
Knowledge & Experience / Qualifications
• Excellent written and interpersonal communication skills
• Excellent organisational and self-motivating abilities
• High attention to detail
• Aptitude to work to tight deadlines to ensure they are achieved
• Ability to prioritise both own and team’s workload
• Identifies and optimises efficiencies through streamlining processes and procedures
• Capability to work on their own initiative as well as being able to identify when it is necessary to seek advice and support