Specialist- Fiduciary

Company:

Marsh

Description:

Oversees moderately complex collection/remittance portfolios, ensures deadlines are met and time-bound activities are addressed; analyzes and resolves client issues.

Analyzes outstanding fiduciary balances and provides senior team leaders with necessary documentation, history of resolution actions and recommendations for securing collection.

Oversees the day-to-day collection and remittance process and ensures workflow minimizes exposure and meets defined payment, reporting, reconciliation and compliance requirements.

Meets with new Market /Client accounts to establish payment and collection practices, targets, deadlines and performance measures within the context of established standards and protocols. Elevates complex or unusual requests to senior leadership.

Collaborates with brokers, clients, markets and team to maintain best in practice processes and drive growth; communicates up and down to leverage new process improvement ideas.

Participates in team meetings and professional development activities in order to develop skills by engaging with others in the sharing of options, ideas, knowledge and solutions.

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. 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 marsh.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, 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 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.