The Assistant Consultant: Retirement position offers an exciting challenge and career opportunity for someone with a proven background within retirement fund consulting or retirement administration looking to join an established team within a market leading insurance broker.
This is a full-time role and you must be able to attend the office a minimum of 3 days a week including Monday, Tuesday & Wednesday.
What can you expect?
- An opportunity to join an established and client focused team
- Being trained and coached on the processes and systems
- A platform to build on existing knowledge and an opportunity to learn new skills in a continuous improvement environment
- To build and maintain an excellent rapport with our clients, providers and colleagues across the Group
- An international well-established company with a strong brand and strong results to match.
- Attractive benefits coverage, outstanding learning and mentoring programs, and internal mobility opportunities.
- Stable employment and hybrid working model (3 compulsory days on-site)
- Assist the Client Executive in consulting to a portfolio of clients.
- Ensure Service Level Agreements (SLAs) are on file for all clients and provide services in line with SLA.
- Together with the Client Executive, develop an annual year plan for each client and ensure adherence to deliverables.
- Prepare agendas for management committee meetings and ensure distribution in line with SLA.
- Attend management committee meetings and other ad hoc meetings together with the Client Executive.
- Draft accurate and complete minutes of meetings for review by the Client Executive and distribute in line with SLA.
- Ensure matters arising from meetings are actioned timeously.
- Assist Client Executive with requesting quotations and drafting reports.
- Ensure timeous response to queries.
- Present at member induction sessions and keep attendance register.
- Attend regular meetings with administrators/service providers.
- Negotiate with insurers/service providers where required.
- Attend regular meetings with team to discuss workflow and problem areas.
- Provide appropriate advice, excellent client service and project management to ensure the smooth running of the client base.
- Assist Client Executive to establish strong relationships with key decision makers, management committee members and service providers.
- Ensure client contact details are accurate.
- Updating of internal systems.
- Experience in a retirement fund consulting/administration role
- Clear and concise oral and written communication skills
- Proficient in Microsoft Office tools (or equivalent) Outlook, Word and Excel
- RE 05 (Representatives Exam) - Passed
- FAIS compliant
- Strong numerical skills, networking skills, problem solving capabilities and ability to handle difficult negotiations and influence stakeholders
- Excellent organization skills and interpersonal skills.
Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercers more than 20, 000 colleagues are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the worlds leading professional services firm in the areas of risk, strategy and people, with more than 85, 000 colleagues and annual revenue of $23 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer 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 colour, 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 TAUK@mmc.com.
R_271179
