Senior Assistant I - Fiduciary

AI in this role

Company:

Marsh

Description:

Interacts with the Markets regularly to secure the collection of outstanding fiduciary balances.

Drives personal cash processing and fiduciary targets, including the use of Key Performance Indicators (KPIs) for routine accounts to facilitate reporting from the CSS Dashboard and other system tools.

Ensures that all time bound activities are addressed within defined parameters; this includes but is not limited to following up with Markets for payment and properly coding outstanding balances to increase efficiency.

Works alongside Market Fiduciary and/or Excess of Loss Client team Associates (US) on routine projects to assist (as required) with collection of funds.

Drives meetings with client teams at regular intervals to review and assign balances.

Drives gathering of inputs for the evolution of the operational model at all levels of the organization to promote new process improvement ideas leveraging technology solutions.

Builds and maintains relationships with Brokers, Clients and Markets to understand issues, resolve problems and queries and review working practices.

Drives team meetings and activities in order to encourage sharing of opinions, ideas, knowledge and solutions and provides opportunities to increase own understanding and that of the team to improve the services provided.

For U.S. colleagues only, click here to review additional responsibilities and our reasonable accommodations standards.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh 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.

Marsh 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 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.

How we rate this

Senior Assistant I - Fiduciary at Marsh McLennan rates 33 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.