Member Services Manager

• Jun 2023 - Present

Community Engagement Officer

• Nov 2021 - Jul 2023

Client Fund Administrator

• Mar 2015 - May 2017

My responsibilities in this role included: - the day to day administration for both accumulation and defined benefits funds - meeting daily SLAs (both as a doer and checker) - monthly and adhoc cashflow forecasting - Trustee reports - Client and member communications - contribution work inc. monthly reconciliations, monitoring and loading My responsibilities in this role included: - the day to day administration for both accumulation and defined benefits funds - meeting daily SLAs (both as a doer and checker) - monthly and adhoc cashflow forecasting - Trustee reports - Client and member communications - contribution work inc. monthly reconciliations, monitoring and loading

Client Fund Administrator

• Aug 2012 - Jan 2013

Senior Fund Administrator

• Apr 2011 - Dec 2011

Fund owner of Corporate Superannuation Funds. My roles included (but were not limited to): - ensuring daily targets were met within SLA's by monitoring workloads and delegating work where necessary - managing Funds' cash flows and contributions - dealing with member queries via a call centre - complex calculations - calculations/reviews/payments for Funds winding up - payments - liaising with the Trustees/Clients/Payroll to the Funds - checking calculations/payments/quotations - completion of my Funds' annual reviews - keeping up to date with legislation Show less

Senior Fund Administrator

• Aug 2010 - Mar 2011

End-to-end Superannuation Fund Administration. My roles included (but were not limited to): - ensuring daily targets were met within SLA's by monitoring workloads and delegating work where necessary - managing Funds' cash flows and contributions - dealing with member queries via a call centre - complex calculations - calculations/reviews/payments for Funds winding up - payments - liaising with the Trustees/Clients/Payroll to the Funds - checking calculations/payments/quotations - completion of my Funds' annual reviews - keeping up to date with legislation Show less

Principal Pensions Administrator

• Jul 2004 - Apr 2010

- End to end administration for seven Corporate Superannuation Funds (Occupational Pensions Schemes) of various sizes - Supervised Administrator and Trainee staff on the team - - Responsible for my Funds daily workflow targets, undertaking complex calculations and extensive liaison and communication with Clients/Trustees and fund members. - Primary responsibility for quality checking for my Funds and secondary quality checking for 33 other Corporate Superannuation Funds across the wider team. - Departmental lead for advising on (UK) Corporate Superannuation Funds entering the UK ‘Pension Protection Fund’ requiring expert knowledge of Government legislation, new complex calculation routines and implementing fund member communications. - Oversight of my Funds monthly cashflows to provide advice to the treasury department on upcoming benefit payments. - Responsible for training new starters on all aspects of end to end fund administration. - Coaching for staff undertaking their Diploma in Pension Calculations (UK qualification) across the department. - Coaching for staff undertaking their certificates in Institute of Customer Services - Superbuddy for new members of staff Show less