ADMINISTRATIVE ASSISTANT - PRIVATE WEALTH TEAM

Descripción del puesto.
Company.
Mercer 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; * 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 ad-hoc duties and assistance with projects as and when required.
What you need to have.
* Excellent written and spoken English communication skills (C1/C2); * Minimum 1 years industry experience in a similar role; * Excellent planning and organizational skills in order 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 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.
Mercer, a business of Marsh McLennan (NYSE.
MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people.
Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses.
Marsh, Guy Carpenter, Mercer and Oliver Wyman.
With annual revenue of $23 billion and more than colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective.
For more information, visit mercer.
om, or follow on LinkedIn and X.
Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment.
We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.
Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office.
All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week.
Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person