Administrator - Mercer Private Wealth

Knowing where to start with investment strategies, or understanding how much you need to save in a pension for a comfortable retirement isn’t always straightforward.

Mercer’s Private Wealth team support individuals on every step of their financial journey. We can help everyone make the most of their money and build a brighter financial future.

We are recruiting an Administrator to join our Private Wealth Team. This part of the business is responsible for advising clients on all aspects of their wealth, including investment, retirement planning and tax planning.

As an Administrator in our Private Wealth team you will provide quality administration support to clients with regard to the transactional elements of their portfolio in line with the Mercer code of professional conduct, The Greater Good.

You will also assist in the retention and development of existing clients and provide support to the team.

We are seeking a talented individual to join our team based in our London office. 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:

Maintain and updating our database systemPrepare meeting packsPrepare basic reports and presentationsObtain and analyse information from providersAd hoc client queries (speaking with Clients via telephone / email)Help to run management information reports as requiredProvide administration support to the Client Support teamsEnsure compliance with Mercer’s best practices and standards

What you need to have:

Strong administration experienceExcellent written and oral communication skillsExcellent IT experience in order to work with the necessary IT systems in placeAbility to work on own and as part of a teamExcellent planning and organisation skills and ability to work to deadlinesProven ability to prioritise own workloads
 

What makes you stand out?

Experience of working in a new business environmentExperience in a Financial Services environmentExperience of using IO (intelligent office) system

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 $24 billion and more than 90,000 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.