Administrative Assistant
2 semanas atrás
Description :
We are seeking a talented individual to join our Private Wealth team at Mercer. This role will be based in Lisbon. This is a hybrid role that has a requirement of working at least three days a week in the office.
As a member of our support team, you will work directly with Ireland based consultants and financial planning teams to co-ordinate and deliver on all aspects of servicing for our individual client.
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.
We will count on you to :
Provide a full range of support and services to clients to the Private Wealth team;
Provide support to the team in processing new and existing business in a compliant manner;
Draft client reports & collate valuations in line with the peer review process;
Assist with pipeline reporting via online websites & CRM system;
Daily scanning, filing, and indexing of documentation to our CRM system;
Address all queries & tasks allocated;
Communicate with all 3rd parties & insurance companies;
Update & maintain client details in line with procedures & systems;
Process claims – retirement / death / disability;
Adhere to company policies, procedures, and controls to ensure excellent service delivery;
Support the Team Leader and Division Manager with ongoing and future projects;
Ensure our CRM database is maintained in line with procedures;
Perform other ad-hoc duties and assist with projects as required.
What you need to have :
Excellent written and spoken English communication skills (C1 / C2);
Minimum 1 year of industry experience in a similar role;
Excellent planning and organizational skills to prioritize and effectively manage a wide variety of ongoing tasks;
Proven team player with a flexible attitude towards work.
What makes you stand out?
Proven ability to deliver excellent client service and satisfaction;
Advanced Microsoft Office skills;
Good attention to detail is critical.
Why join our team :
We help you be your best through professional development opportunities, interesting work, and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients, and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
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