Bereavement Services – Associate – Fidelity International Careers Tadworth

Overview

Position Title: Bereavement Services – Associate

Company: Fidelity International

Location: Tadworth, UK

Job Description

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together – and supporting each other – all over the world. So, join our Client Services team and feel like you’re part of something bigger.

Responsibilities:

• Ensure all allocated work is processed or checked in a timely manner, working towards set targets whilst also avoiding exposure to unnecessary risks in market movements when dealing with financial transactions, or processing invoices and sales.
• To check work with a high level of accuracy and consistency whilst also working at a productive pace.
• Adherence to team Key Performance Indicators including quality, productivity, error rates, and contribution above business as usual (BAU) objectives.
• To have a pro-active, flexible approach with regard to types of tasks to be completed and queries to respond to
• To have engagement with non-BAU activities such as mailbox management and raising innovative ideas to improve process efficiencies.
• Ability to organise the day to day planning of workload for yourself and for the wider team as required – a dynamic and proactive approach is expected with individuals having consideration for the overall team objectives.
• To support other team members with queries in the absence of managers.
• To support management gathering data to be used for reporting.
• Contribution towards keeping all internal materials used across teams up-to-date and providing your manager with relevant feedback regarding training materials, with a view of making training inclusive of all learning styles.

Requirements:

• The ability to question internal processes and encourage improvement
• Digitally Focused – align with a technology first way of working that will enhance the departments’ efficiency
• Developmental Drive – exhibit passion regarding your own development & comfortable with constructive-feedback
• Prior pension administration experience / knowledge
• Prior experience in Bereavement within Workplace Pensions and SIPP
• Previous experience of Workflow and Image Systems would be an advantage, but not essential
• A flexible and mature approach to work is essential
• Self-motivated