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NA Client Services - HCB


Wtw Global Delivery And Solutions


Location

Mumbai | India


Job description

The role of SME Administrator is to work within an administration team servicing both member and client queries in relation to defined benefit pension schemes.

Performance Objectives:

Excellence

Perform and communicate with guidance from other team members in North America/ Canada, routine and recurring plan administration tasks for clients defined benefit pension schemes (e.g., benefit calculations, forms review, payment processing).

Continuously seek to identify areas where the service to clients/members could be improved and communicate to the Senior Administrator/Team Leader.

Producing daily / weekly / monthly / quarterly managerial / Executive reports on key activities wherever required

Providing support to the Horizontal / Vertical team on activities where required, including ad-hoc data analysis, automation, or general assistance on specific projects

Work with the team leads to ensure that the client s needs are met within the appropriate timelines

Deal with queries and requests by the use of standard letters and reference to procedures.

Recognise and fix potential problem and potential complaint cases and procedures.

Monitor own workflow to ensure service levels are achieved.

Manage queue, own processes participate additional transition activities along with prioritizing managing own workload

Accurately perform manual calculations.

Know and live the firm s values.


People

Assist the wider team in more complex / project work when required.

Accountable for own development, identifying and raising any learning needs with Administration


Co-ordinator.

Help grooming junior colleagues bring them up to the speed with regards to process knowledge

Support colleagues for holiday cover and workload peaks.

Update and maintain skills matrix

Clients

Financial

Qualifications:

Graduate

Requirements:

Able to work to a high level of accuracy.

Able to work well under pressure and meet targets.

Interpersonal skills to include good written and verbal communication.

Proactive self-driven

Customer and quality focussed.

Intermediate Excel skills

Bachelor s or Master s degree in any Major

Experience in either DB/ DC pension administration /or Canada/ UK/ US Pension experience essential

Knowledge/Experience:

5+ years


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