Administrative Support Specialist
4 weeks ago
About the Role
We are seeking an experienced Administrator to join our Private Wealth Team at Mercer Private Wealth. As an Administrator, you will provide high-quality administrative support to our clients, ensuring that their needs are met and their portfolios are managed effectively.
Key Responsibilities
- Provide administrative support to clients, including preparing meeting packs, reports, and presentations.
- Obtain and analyze information from providers to ensure accurate and timely delivery of services.
- Assist in the retention and development of existing clients, providing support to the team as needed.
- Ensure compliance with Mercer's best practices and standards.
Requirements
- Strong administration experience, ideally within a Financial Services environment.
- Excellent written and oral communication skills.
- Excellent IT experience, including proficiency in using IO (intelligent office) system.
- Ability to work independently and as part of a team.
- Excellent planning and organization skills, with the ability to work to deadlines.
- Proven ability to prioritize workloads.
What We Offer
- A competitive benefits package, including 25 days annual leave, up to 4 days of flexible bank holidays, excellent pension contributions, private medical cover, life assurance, income protection, and employee assistance program.
- A hybrid working model, allowing for a collaborative working environment in the office 3 days per week and remote work 2 days per week.
About Mercer
Mercer Private Wealth is a leading provider of wealth management services, dedicated to helping individuals achieve their financial goals. We are committed to delivering exceptional client service and building long-term relationships with our clients.
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