
Operations Assistant – Retirement Services
At Marsh & McLennan Companies, we are dedicated to helping our clients achieve financial security and peace of mind in their retirement. As an Operations Assistant for our Retirement Services division, you will play a vital role in supporting our team and ensuring the smooth and efficient operation of our services. We are looking for a detail-oriented and organized individual who is passionate about helping others secure their financial future. If you are driven, empathetic, and have a strong understanding of retirement plans and regulations, we invite you to apply for this exciting opportunity.
- Assist in the day-to-day operations of the Retirement Services division.
- Coordinate and communicate with clients, both internal and external, to ensure efficient and timely delivery of services.
- Provide administrative support to the team, including scheduling meetings, managing calendars, and maintaining records.
- Maintain a thorough understanding of retirement plans and regulations to accurately answer client inquiries and provide support to the team.
- Collaborate with other departments within the company to ensure seamless delivery of services to clients.
- Identify and implement process improvements to increase efficiency and effectiveness of operations.
- Keep accurate and organized records of client interactions and transactions.
- Monitor and track client accounts and transactions to ensure accuracy and compliance.
- Assist with the preparation of client presentations and reports.
- Stay updated on industry developments and changes in retirement regulations to ensure compliance and provide valuable insights to clients and the team.
- Act as a liaison between clients and internal departments to resolve any issues or concerns.
- Provide exceptional customer service to clients, demonstrating a strong understanding of their needs and concerns.
- Contribute to a positive and collaborative work environment within the team and the company.
- Adhere to company policies and procedures, as well as industry regulations and ethical standards.
Knowledge Of Retirement Services Industry: A Strong Understanding Of Retirement Plans And Related Services Such As Pension, 401(K), And Investment Management Is Essential For An Operations Assistant In Retirement Services At Marsh & Mclennan Companies. This Includes A Knowledge Of Regulations, Compliance Requirements, And Industry Best Practices.
Organizational Skills: As An Operations Assistant, You Will Be Responsible For Managing A High Volume Of Tasks And Information. Strong Organizational Skills, Including The Ability To Prioritize And Multitask, Are Necessary To Ensure Efficient And Accurate Completion Of All Tasks.
Attention To Detail: Accuracy Is Crucial In The Retirement Services Industry. The Operations Assistant Must Have A Keen Eye For Detail To Ensure That All Information Is Entered Correctly And All Processes Are Followed Accurately.
Communication Skills: The Ability To Effectively Communicate With Clients, Colleagues, And Other Stakeholders Is Essential In This Role. This Includes Both Written And Verbal Communication Skills, As Well As The Ability To Actively Listen And Provide Clear And Concise Information.
Problem-Solving Abilities: In The Fast-Paced World Of Retirement Services, Unexpected Issues And Challenges Can Arise. The Ideal Operations Assistant Should Possess Strong Problem-Solving Skills, The Ability To Think Critically And Creatively, And The Resilience To Adapt To Changing Situations.
Financial Reporting
Data Entry
Time Management
Microsoft Office
customer service
Record keeping
Administrative support
Problem-Solving
Client communication
Attention to
Benefit Calculations
Retirement Plans
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Operations Assistant – Retirement Services in Atlanta, GA, USA is $40,000 - $60,000 per year. This can vary based on factors such as experience, education, and job responsibilities.
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Marsh & McLennan Companies, Inc. is a global professional services firm, headquartered in New York City with businesses in insurance brokerage, risk management, reinsurance services, talent management, investment advisory, and management consulting.

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