Consulting & Financial Planning Support
1 semana atrás
Consulting & Financial Planning Assistant, Private Wealth Team - Irish market
What can you expect?
- As a member of our support team, you will work directly with Ireland based consultants and financial planning teams to coordinate and deliver on all aspects of servicing for our individual clients;
- As a consulting analyst, you will work as part of a team supporting consultants in all aspects of pensions consulting and actuarial work on both corporate and trustee clients;
- You will work directly with Irelandbased consultants and support teams in Portugal and Ireland to coordinate and manage the delivery of services to our clients.
What's in it for you?
- Be part of a multinational organization where you'll be able to learn, grow and develop your career;
- Join a dynamic and challenging business environment;
- Training will be provide;
- Flexible work environment;
- Generous benefits package, including pensions plan, health and life insurance;
- 6 months working at the office and then hybrid work (2 days of working from home per week).
We will count on you to:
- Provide a full range of support and services to clients to the Private Wealth team;
- Providing support to team in processing new and existing business in a compliant manner;
- Drafting of client reports & collating valuations in line with peer review process;
- Assisting with pipeline reporting via online websites & CRM system;
- Daily Scanning/Filling and indexing of documentation to our CRM system;
- Dealing with all queries & tasks allocated;
- Dealing with all 3rd parties & insurance companies;
- Ongoing update & maintenance of clients details in line with procedures & systems in place;
- Processing claims retirement/death/disability;
- Adhere to company policies, procedures, controls to ensure deliverance of excellent service;
- Support the Team Leader and Division Manager with ongoing and future projects;
- Ensuring our CRM database is maintained in line with procedures;
- Other adhoc duties and assistance with projects as and when required.
What you need to have:
- Excellent written and spoken English communication skills (mandatory);
- Minimum 1 years industry experience in a similar role;
- Excellent planning and organizational skills in order to prioritise and effectively manage a wide variety of ongoing tasks;
- Proven team player with a flexible attitude towards work;
- Proven ability to deliver excellent client service and satisfaction;
- Advanced Microsoft Office skills;
- Good attention to detail is critical;
- Marsh and McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, and gender identity._
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