Office Support Professional

3 semanas atrás


Lisboa, Lisboa, Portugal Pt002 Mercer (Portugal) Lda Tempo inteiro

We are seeking a skilled and organized individual to join our Private Wealth team at Mercer in Lisbon.

Job Description

This 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.
Required Skills and Qualifications

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.
Benefits

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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