Mercer Wealth is seeking candidates for the following position based in the Bournemouth office:
Operational Support Administrator (Wealth)
Can you multi task and deal with multiple priorities?
Are you interested in working for a world-class organisation, working with a variety of clients?
The purpose of this role is to work as a member of the Operational Support Team for Mercer Private Wealth (MPW).
This team aim to improve the controls and efficiencies for MPW by providing systems & database cleansing support to the client facing MPW team as well as monitoring adherence to MPW processes. The team also work closely with and support the work of the offshore team.
This is a hybrid role that has a requirement of working at least three days a week in the office.
We will count on you to:
* Assist with the allocation of queries received into the Operations Support Inbox. Working with the Operations technical team where required to ensure issues allocated to them are also resolved and
* Deal with inbox queries promptly, keeping all involved updated on progress where the issue cannot be resolved immediately.
* Action tasks allocated to you on Intelliflo Office (iO) promptly, prioritising where necessary
* Accurately complete monitoring checks to confirm adherence with processes in line with agreed timescales and ensuring that iO is updated accordingly. Raising any issues to the Operational Support Manager for further action
* Produce and issue client mailers
* Process and allocate incoming post in line with procedures
* Provide support to the offshore team, answering queries and providing additional guidance and training where required. Completing regular spot checks to ensure the ongoing compliance with procedures, reporting any issues to the Operational Support Manager
* Assist the Operational Support Manager with the implementation of ad hoc projects as required.
What you need to have:
* Good background in Administration or a customer focused role
* Excellent working knowledge of Microsoft Office suite, particularly Excel
* Excellent attention to detail
* Ability to work on own and as a team player, establishing good rapport with clients and colleagues
* Excellent time management and planning/organisational skills, ability to work to deadlines
* Related business experience and technical knowledge to appropriate level
What makes you stand out?
* Financial Services background
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 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, 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. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@mmc.com.
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.