In this Entry Level Position you'll assists the consulting team with administrative tasks, including ...
processing expense reports
managing monthly client invoicing
code population and client marketing information
managing travel arrangements
and managing client subject files and plan documents
Coordinate the production of documents using available resources.
Provide peer review of documents before final production / distribution to ensure quality control of final product.
Produce accurate and detailed client reports through analysis of client-specific investment data, in support of consulting colleagues.
Collect data needed for quarterly performance reports and analyzes client portfolio performance, including performance of each of the funds within the client's investment options.
Respond to routine queries from clients, investment managers, and other third parties.
Communicate with investment and money managers and custodians to gather and/or clarify client-specific data for reporting.
Contribute to accurate client/project budget management through accurate and prompt time entry.
Candidate Background the following items are not a requirement, but are beneficial :
Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.