Administrative Assistant - Private Wealth Team Lisboa

Administrative Assistant - Private Wealth Team
Lisboa
Lisboa, Portugal

Social network you want to login/join with:

Client:

PT002 Mercer (Portugal) Lda

Location:

Lisbon, Portugal

Job Category:

Other

EU work permit required:

Yes

Job Reference:

4802ecb2beba

Job Views:

6

Posted:

23. 01. 2025

Expiry Date:

09. 03. 2025

Job Description:

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
- 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;
• Deal with all queries & tasks allocated;
• Communicate with all 3rd parties & insurance companies;
• Ongoing update & maintenance of client details in line with procedures & systems in place;
• 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
  - 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 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 on colleagues, clients, and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your
  - being.

Mercer, a business of Marsh Mc
Lennan (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 Mc
Lennan 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 85, 000 colleagues, Marsh Mc
Lennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on Linked
In and X.

Marsh Mc
Lennan 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 Mc
Lennan 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 Mc
Lennan 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.