Private Wealth Assistant - Lisboa, Portugal - Mercer

Mercer

Empresa verificada

Lisboa, Portugal

há 2 semanas

Postado por:

João Santos

Recrutador de beBee

Private Wealth Assistant - 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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