Overview
Direct message the job poster from Lockton
The role of the Employee Benefits Administrator is to manage the administration for M&A employee benefits due diligence projects and Key Person placement along with support for Key Lockton clients, being a key resource to both the Specialty Services Consulting team and the wider team.
Responsibilities
- Assist Consultants dealing with M&A due diligence transactions to gather and review documentation from data rooms for analysis of employee benefit programmes for acquisitions, mergers and divestitures to support the wider due diligence process
- Assist Consultants with Key Person placement by supporting administration of initial applications and throughout underwriting
- Assist Consultants in preparation of client deliverables and materials, including but not limited to due diligence reporting, periodic status reports and financial and technical summaries
- Assist Consultants in tracking project progress and timelines, maintaining client files, populating and maintaining activity/issues trackers
- Support team members in addressing and resolving client issues involving claims, administration, compliance, etc.
- Meet all regulatory requirements
Skills & Knowledge
- Proactive and enthusiasm to learn and grow experience in M&A projects along with wider benefit consultancy
- Proven experience in working to deadlines
- Track record of accuracy and attention to detail
- Ability to adapt under pressure and problem solve
- Ability to support, add value and provide high quality outputs
- Robust comprehension and calculation skills
- Strong MSOffice skills, including Excel and PowerPoint
- Strong organisation and prioritisation skills
- Fast learner, with the ability to pick-up new processes, skills and knowledge
- Strong team working and individual intuition
- Personable and professional with internal and external parties
- Ability to manage day to day responsibilities of managing projects effectively
- Provide support to junior team members, dedicating time to upskilling & educating
- Continued learning beyond GR1 and IF7 required – Cert CII qualified ideally
Seniority level
Employment type
Job function
- Accounting/Auditing and General Business
Industries
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