Pension Reconciliation Specialist

1 week ago

Chennai, Tamil Nadu, India beBeeProcessExecutive Full time ₹ 25,00,000 - ₹ 40,00,000

We are seeking an exceptional individual to fill the Process Executive role in Chennai, India.

The selected candidate will be responsible for processing Payroll Control and Pension Reconciliations, providing outstanding service in line with Service Level Agreements (SLAs), adhering to Standard Operating Procedures (SOPs), and ensuring any possible changes to procedures are raised, discussed, and agreed upon with management before implementation.

The role involves working in a small team, sourcing and collating data to produce pension reconciliation reports in existing templates, by specific deadlines, identifying and raising any mismatches that need correction. The reports are then shared internally with other teams in Retirement Solutions and shared externally with clients.

Main Responsibilities:

  1. Providing excellent pension reconciliation and payroll control service in line with Service Level Agreement (SLAs).
  2. Adhering to Standard Operating Procedures (SOP) and ensuring any possible changes to procedures are raised, discussed, and agreed upon with management before implementation.
  3. Processing daily workload, keeping Subject Matter Expert (SME) and team members informed of progress throughout the day to ensure reporting and process deadlines are met
  4. Liaising with other teams in Retirement Solutions when mismatches or technical issues occur
  5. Using multiple EQ pensions administration systems to access and retrieve banking data.

Requirements:

  • A quick learner
  • Able to work effectively as part of a team and on their own
  • Effective at developing working relationships with colleagues outside the team
  • Able to work to tight deadlines
  • Excellent timely written and verbal communication skills
  • Strong organisational and multi-tasking skills to manage workload priorities effectively
  • Good attention to detail as the role largely involves collating and inputting data
  • Good math skills
  • Experience using Microsoft Office and applications, Excel, Outlook, Teams, and Snipping Tool
  • Able to collate data and run macros in Microsoft Excel and have a basic understanding of formulas
  • Able to use internet banking to access and retrieve bank statement data
  • Able to work across multiple systems
  • Able to work well under pressure and remain focused when the team is in peak activity
  • Experience of working in an operations environment (desirable but not essential)
  • Awareness of Client Money Regulations (desirable but not essential)
  • Awareness of UK Tax system (desirable but not essential).

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