Pension Administrator

• Log and monitor annual scheme budgets
• Process and log invoices
• Update master spreadsheets, registers, compliance checklists and governance systems
• Manage Trustee diaries
• Schedule meetings and organise arrangements
• Coordinate travel and expenses
• Handle incoming and outgoing post
• ensure appropriate follow‑up
• Answer incoming calls, providing support when Trustees are unavailable
• Maintain a professional and responsible approach to all client‑related communications
• Supporting meeting preparations: drafting agendas, collating papers, issuing meeting packs, confirming venue arrangements
• Preparing minute templates
• Updating action logs and issuing follow‑ups to providers
• Completing quarterly tasks ahead of Trustee meetings
• Creating meetings and managing document uploads to online portals
• Liaising with providers to confirm meeting dates, track actions, and ensure timely submission of papers
• Monitoring regular correspondence from scheme providers and industry bodies

• Previous PA, secretarial or administrative experience
• Background in pensions administration or an understanding of trusteeship is advantageous but not essential
• GCSE English and Maths (Grade C/4 or above) or equivalent
• Proficiency in Microsoft Office: Excel (intermediate to advanced), Word (intermediate to advanced), Outlook (intermediate to advanced), PowerPoint (basic)
• Professional approach to all client‑related matters
• Enthusiastic, proactive, and able to use initiative
• Strong organisational skills with the ability to think on your feet
• Able to prioritise and manage multiple tasks simultaneously
• Collaborative, flexible team player
• Excellent attention to detail and process‑driven
• Ability to deliver accurate work to deadlines
• Strong written and verbal communication skills
• Good interpersonal skills
• Confident and professional telephone manner

Background in pensions administration or an understanding of trusteeship

Hybrid working: 2 days office‑based, 3 days from home