In the role you will be trained to be responsible for maintaining and validating plan records to include census, contributions, claims, reimbursements, investments, insurance and other plan data as well as ongoing valuation, calculation and reconciliation of trust assets for the plan. Performing various plan testing to include qualification, discrimination (ADP/ACP) and stress testing to assure participant qualification, non-discrimination across job levels, and plans that adequately consider unanticipated (stressed) problems. Preparing pension plan reports in accordance with regulatory (ERISA, IRC), legal, accounting and organizational requirements to include valuation reporting, IRS 5500 tax filings, annual statements, audit, management and individual member reporting. Providing high level of customer service to pension plan participants and service providers by responding to calls and facilitating requests addressing plan provisions, benefits, payment elections, payments, information updates, changes, etc.

What you will do:

• Maintain and validate plan records to include census, contributions, claims, reimbursements, investments, insurance and other plan data
• Provide ongoing valuation, calculation and reconciliation of trust assets for the plan
• Perform various plan testing to include qualification, discrimination (ADP/ACP) and stress testing to assure participant qualification
• Prepare pension plan reports in accordance with regulatory, legal, accounting and organizational requirements
• Provide high level of customer service to pension plan participants and service providers

What we’re looking for:

• Excellent numeracy skills with a GCSE C or above in Maths
• Basic knowledge of Microsoft Excel
• Experience in Administration and customer services
• Ability to achieve targets and work towards deadlines
• Excellent communication skills- both written and verbal
• Previous pensions administration experience would be desirable

About Capita Pensions Solutions

At Capita Pension Solutions (CPS), we create and implement resilient and responsible pension strategies to help your organisation and your people look forward to a more secure financial future. From pensions administration and consultancy, to the latest technology and engagement techniques, we help ensure sustainable investments which support your success. Join us and discover better ways to engage with and value today’s employees.

What’s in it for you?

• A competitive basic salary
• 23 days’ holiday (rising to 27) with the opportunity to buy extra leave
• The opportunity to take a paid day out of the office, volunteering for our charity partners or a cause of your choice
• Company matched pension, life assurance, a cycle2work scheme, 15 weeks’ fully paid maternity, adoption and shared parental leave, paternity pay of two weeks…and plenty more
• Voluntary benefits designed to suit your lifestyle – from discounts on retail and socialising, to health & wellbeing, travel and technology
• Access to our Employee Network Groups, which represent every strand of diversity and allow colleagues to connect and learn from each other on an open, inclusive platform
• You’ll also benefit from (e.g. discounted membership at the onsite gym / free parking / weekly lunch club etc.)

You’ll get the chance to follow your chosen career path anywhere in Capita. You’ll be joining a network of 63,000 experienced, innovative and dedicated individuals across multiple disciplines and sectors. There are countless opportunities to learn new skills and develop in your career, and we’ll provide the support you need to do just that. Our purpose is to create a better outcome for you.

To view our Covid-19 and process adjustments information, please visit the Capita Careers site.

What we hope you’ll do next:

Choose ‘Apply now’ to fill out our short application, so that we can find out more about you. If you have any questions you’d like to ask before applying, you can contact nigel.cooper@capita.com

All interviews, assessments and background checks will continue to take place online, to completely remove the need for face-to-face contact. All Capita colleagues who can work from home should do so; and where it is not possible for colleagues to work remotely, we have taken important steps to protect those working from Capita’s offices. Social distancing, enhanced hygiene and safety measures are already in place at all Capita locations that are open to protect our colleagues and manage the risk of COVID-19. The welfare of our people is of paramount importance to us, and we’re doing everything we can to keep our colleagues and customers safe during this time.

Equal Opportunities

We’re an equal opportunity employer, which means we’ll consider all suitably qualified applicants regardless of gender identity or expression, ethnic origin, nationality, religion or beliefs, age, sexual orientation, disability status or any other protected characteristic. We recruit and develop our people based on merit and their passion for creating better outcomes, and we’re committed to creating an inclusive environment for all employees. During the application process, you’ll be asked to share your personal characteristics and data with us. This helps us understand our audience so we can make sure we are doing everything we can to attract a diverse range of people and ensure our recruitment processes are fair and inclusive.