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WTW · 1 day ago

Business Support Senior Assistant - Spanish Speaker

Lisbon, ME

Full-time

Hybrid

Mid, Senior Level

3+ years exp

WTW is an award-winning advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. The Business Support Senior Assistant will be responsible for reviewing ledgers, reconciling statements, liaising with clients and carriers, and participating in process improvement initiatives.

ConsultingInformation TechnologyInsuranceMedicalService Industry

Responsibilities

Review ledgers to identify items payable to Carriers/Clients/Sub Brokers and other entities

Provide payment back-ups to the payee for the application of funds

Reconcile Carrier statement with WTW books of accounts

Liaise with client managers and carriers for payment issues, reconciliation discrepancies and unallocated cash

Review of open ledgers and perform small balance write-offs, offsets, etc., as per the accounting guidelines

Handling clearance of uncashed /uncleared checks

Timely and effective responses to all queries, requests, corrections, etc. received from field offices/carriers

Handling Intercompany Reconciliation by liaising with field offices and other WTW locations

Following SOPs, Client / Carrier specifications and adherence to all statutory requirements

Participate and contribute to potential process improvement areas

Review potential system and process enhancements as required allocations of funds (EFT or Cheque) received from client, broker or insurance company by researching relevant payment information received

Booking of commissions against relevant client/policy in the system on the basis of documentation received from Insurance companies

Liaise with client managers and Insurance companies for resolving discrepancies and unallocated cash

Timely clearance of return commissions to Insurance companies to avoid any potential penalties

Following Procedures, Client / Insurance Companies specifications and adherence to all statutory requirements

Qualification

Accounting experienceMicrosoft Office 365Fluency in SpanishBusiness communicationTime managementAnalytical thinkingTeam spirit

Required

3 to 5 years of relevant professional experience, preferably within Accounting or Finance

Fluency in English and Spanish (business level) – minimum B2 level, ideally C1

Advanced proficiency in Microsoft Office 365, particularly Excel, Word, and PowerPoint

Strong business communication abilities, both written and oral

Excellent time management skills, with a strong respect for deadlines

Demonstrated logical and analytical thinking

Strong team spirit and a collaborative working style

Benefits

Work-Life Balance: Enjoy flexible working hours and hybrid working options to suit your lifestyle.

Competitive Compensation: Benefit from an attractive, performance-related remuneration system.

Global Exposure: Join an international consultancy with the security of a global corporation and renowned clients.

Career Development: Experience a steep learning curve and ample opportunities for individual career growth through on-the-job learning and specialist training.

Collaborative Culture: Work in a collegial, appreciative, and dynamic environment where decisions are made together.

Impactful Work: Quickly take on responsibility and make an impact with direct customer contact.

Community and Celebration: Participate in corporate events and celebrate our successes together.