Lead Specialist – Investment

4 weeks ago

mumbai, India Mercer Full time
Mercer is seeking a candidate for the following position based in our Mumbai office: Lead Specialist – Investments as an Admin Assistant & Compliance Champion
What you can expect:
Be part of the Dublin Admin Team that supports Mercer’s Global Investment Leaders and Investment Solutions staff. Due to the growth of our Investments Team globally, we are now seeking to right-shore the administrative tasks performed by the Admin Team to create capacity for the Dublin team to fully support our Global Leaders with diary planning, inbox management, travel, events and workshop planning. We are a team of five. This is a full-time position reporting to the Admin Team Manager.
We will rely on you to:
Process expenses: support staff in Ireland by processing their expenses (20 staff to begin with). Log into our iExpense system and manually input details of transactions, colleagues will forward receipts incurred, input the information into iExpense, respond to any queries, contact colleagues if full details have not been provided on the receipts, process in a timely manner to meet deadlines.
Maintain the Fitness & Probity Register, understand our Regulator’s Fitness & Probity guidelines, monitor staff movement to ensure the Register is always up to date with leavers and joiners, request and monitor annual declarations, liaise with our Compliance Team in response to any requests or queries or implementation of any new rules from the Regulator.
Maintain the MiFID II Knowledge & Competence Register, understand requirements under MiFID II to log and monitor staff qualifications, monitor staff movement to ensure register is always up to date with any leavers, joiners or movers, staff who are ‘in scope’ are required to carry out 15 hours’ Continual Professional Development (“CPD”) annually, collect CPD confirmations annually from staff who are in scope, follow up for their Manager’s approval of CPD as required under legislation.
CPD: apply for CPD accreditation for any relevant events, maintain CPD register by logging the codes from various institutions, this register is helpful to staff in scope when logging their CPD at year end.
Request access for systems/portals: complete request forms, obtaining authorized signatures before submitting to third-party, following up on any related queries.
Maintaining distribution lists: we have almost 100 distribution lists. Ensure lists follow the same naming format, request new lists, amend lists as and when staff join and leave the teams /company.
Provide access to network drives on request.
Document signing - Set-up DocuSign profiles, attend to any signing requests
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed, as an exhausted list of all responsibilities, duties and skills required of personnel so classified.
What you need to have:
Managing Relationships: Demonstrates the ability to build relationships with colleagues from a variety of different divisions / Demonstrates effective communication skills.
Planning and Organizing: Is able to prioritize workload effectively in order to support the team.
Minimum of 5 years administrative experience in a professional environment, ideally financial services
Excellent processing skills and attention to detail required.
Good organizational skills coupled with the ability to multi-task.
Busy position, ability to prioritize a must.
Proven interpersonal and communication skills.
High degree of discretion and confidentiality
Ability to work to deadlines.
Experience of working on own initiative
A positive outlook and thinking ability
Team and role continually change due to rapid growth of the business, must have a flexible approach to work.
Champions collaboration within an organization to achieve shared vision. Seeks out cross business collaboration opportunities.
About Mercer:
Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 20,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $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 .
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, caste, 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.

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