Office Support Professional
3 semanas atrás
We are seeking a skilled and organized individual to join our Private Wealth team at Mercer in Lisbon.
Job DescriptionThis hybrid role requires working at least three days a week in the office. As a member of our support team, you will collaborate with Ireland-based consultants and financial planning teams to coordinate and deliver services for individual clients.
You will work closely with the team to:
- Provide comprehensive support and services to clients;
- Process new and existing business in a compliant manner;
- Draft client reports and collate valuations according to the peer review process;
- Assist with pipeline reporting via online websites and CRM systems;
- Scan, fill, and index documentation to our CRM system;
- Deal with queries and tasks allocated;
- Interact with third-party organizations and insurance companies;
- Maintain client details in line with procedures and systems;
- Process claims related to retirement, death, or 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;
- Maintain the CRM database according to procedures;
- Perform other duties and assist with projects as required.
To be successful in this role, you must have:
- Excellent written and spoken English communication skills (C1/C2);
- A minimum of 1 year of industry experience in a similar role;
- Exceptional planning and organizational skills to prioritize and manage various tasks effectively;
- A proven ability to work collaboratively as a team player with a flexible attitude towards work.
We offer a competitive salary range of €30,000 - €45,000 per annum, depending on experience, to attract and retain top talent. You will also enjoy:
- Professional development opportunities to enhance your skills and knowledge;
- Interesting and challenging work that allows you to grow professionally;
- Supportive leaders who foster a vibrant and inclusive culture;
- Career opportunities within our global organization;
- Benefits and rewards to enhance your well-being.
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