Morgan Lloyd

Morgan LLoyd

Morgan Lloyd was established in 2003 to provide professional Pension Trustee and Administration Services for Small Self Administered Schemes (SSAS) and has enjoyed significant organic growth since this date.

We are currently looking for an Support Administrator

Support Administrator logo

Closing date: 29-11-2019

Morgan Lloyd are looking for an adaptable individual to perform various administrative and clerical tasks to support our team of Pension Administrators and provide valuations to clients through Clifton’s online Viewpoint portal. You will undertake a variety of activities in the office ranging from filing and answering the phone to the preparation of professional documentation, processing financial payments and reconciling bank accounts. This role will initially involve assisting the pension scheme credit control team– full training will be provided. 

An effective Support Administrator has the ability to work to strict deadlines whilst retaining high standards of accuracy and putting the customer first at all times. You must be reliable and hardworking with great communication skills and be able to carry out tasks autonomously and collaboratively.

Job Description

  • Assisting the pension scheme credit control team – ensuring outstanding payments are made to pension scheme bank accounts
  • Collecting, franking, opening and sorting of mail 
  • Documentation archiving and retrieval 
  • Prepare, organise and distribute company documentation 
  • Collection of policy valuations from a range of third-party providers
  • Ensuring Pension Scheme bank accounts are reconciled each day
  • Ensuring the Viewpoint system is updated with accurate client data
  • Process online banking payments and payment of invoices, fees
  • Provide reception support (if required)
  • Contacting external customers and providers for various information requests
  • Project work 
  • Provide administrative support to a variety of departments (if required)
  • Usage of internal database for accurate record keeping
  • Answer the phone to take messages or redirect calls to appropriate colleagues
  • Preparing meeting refreshments 
  • Undertake a variety of administrative duties as per team requirements

Desired Skills and Expertise

  • Ability to work and think independently and as part of a team
  • Be flexible and adaptable 
  • Familiarity with office equipment (fax machines, printers, scanner etc.)
  • Computer literacy (MS Word, Excel and Outlook)
  • Strong verbal and written communication skills
  • GCSE or equivalent in English and Maths
  • Ability to remain calm when under pressure while maintaining quality and meeting deadlines
  • Professionalism and understanding of good customer service
  • Good organisational and time management skills
  • Able to build rapport and relationships with clients and colleagues
  • Experience with handling external incoming telephone calls

Salary Range: £16000 – £21000



If you are interested in applying for the position or would like more information please contact by email Luke Walker
or call 01275 379200 .