Transition Analyst
Just
- Reigate, Surrey
- Permanent
- Full-time
- Act as support on data cleanse process for assigned projects agreeing project plans with internal and external stakeholders updating as required if any key deliverables change or are delayed.
- Drive through data cleanse processes to a satisfactory conclusion, ensuring key deliverables are completed in line with agreed timescales and coordinating completion of all activities until handover to relevant internal stakeholders
- Provide support for operational tasks for all schemes in transition such as movement reporting and payroll funding with the client, agreeing non-standard processes internally before implementing with clients.
- Ensure effective and complete stakeholder management through the transition process until the final premium is completed, communicated and settled, ensuring Trustees have the best customer experience at all times.
- Develop understanding of final data and data queries, managing queries between Just and Client until finalised data schedule is agreed to a satisfactory level to be handed over to Data & Onboarding team or Buy Out Managers.
- Own completion and sign off of scheme Statement of Accounts in line with agreed DB Governance matrix, updating finance on new transactions and/or premiums.
- Provide regular transition progress updates to the Transition Relationship Manager and Post Transaction Service Manager, ensuring delays and issues are flagged in a timely manner.
- Provide required support to and cover for Transition Relationship Managers on leave and act as an initial point of contact for the transition support function.
- Ability to work on own and to tight deadlines, maintaining exceptional standards of accuracy and attention to detail.
- Good planning and organisational skills with the ability to plan scheme transitions and manage a diverse work load.
- Good verbal, written communication and interpersonal skills.
- Good analytical and issue resolution skills.
- An understanding of project management would be beneficial, but not essential.
- An understanding of DB pensions and/or Bulk annuities, pension scheme administration requirements and systems would be beneficial, but not essential.
- Ability to work on own and to tight deadlines, maintaining exceptional standards of accuracy and attention to detail.
- Excellent verbal, written communication and interpersonal skills, with the ability to communicate at all levels and present our capability externally in a clear and concise manner.
- Experience working in the pensions industry for either an administrator or an insurance company would be beneficial.
- A Competitive Salary, Pension Scheme and Life Assurance
- Along with 25 Days Annual Leave plus an Additional Day on us for your Birthday
- Private Medical Cover and Income Protection, just in case
- A generous and highly achievable bonus scheme – paid annually based on individual and company performance against targets
- Opportunity to progress within your career both in-role and within the company
- FREE access to the Headspace App, a 24/7 Employee Assistance Helpline and Trained Physical & Mental Health First Aiders (On-Site)
- A variety of Employee Funded Benefits available to you via our Online Benefits Portal
- Plus, several additional purchase options available for you and your loved ones