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Fiduciary Accounting Specialist

2 months ago

Philadelphia, Pennsylvania, United States Marsh & McLennan Companies Full time
About the Role

We are seeking a highly skilled Fiduciary Analyst to join our team at Marsh & McLennan Companies. As a Fiduciary Analyst, you will play a critical role in providing fiduciary services to our clients and markets, ensuring the accurate reconciliation of complex accounts, and driving efficiencies in fiduciary workflow processes.

Key Responsibilities
  • Work with the North America Fiduciary team to provide fiduciary services to all clients and markets with pro rata, XOL, and FAC.
  • Focus on the reconciliation of complex accounts, including cash application and system reconciliations.
  • Assist in driving efficiencies in fiduciary workflow processes, including the analysis of fiduciary metrics and the determination of root causes.
  • Review and analyze LAPs reports, and assist in driving the collection of client premium and net account balances.
  • Assist in driving the collection of market cash calls and CAT claims, and generate ad hoc market payments.
  • Work with the client and market team on account reconciliations, including cash application and system reconciliations.
  • Assist with customer banking setup process, including approval, and assist with client and market technician queries, including approval of system reconciliations.
  • Complete controllership reporting for FAC, authorize system payments, and vet for funding.
  • Participate in projects as needed, and assist the Team Manager and Senior Leader as required.
Requirements
  • 2+ years of experience in Cash Accounting and Fiduciary Accounting.
  • Demonstrated experience with Word, Outlook, and Excel.
  • High attention to detail, and a high degree of analytics required in MS Excel.
  • Comfortable working in a fast-paced deadline-oriented environment.
What We Offer
  • A company with a strong brand and strong results to match.
  • A culture of internal mobility, collaboration, and valued partnership with HR from the business.
  • Competitive pay, full benefits package, including medical, dental, vision, STD/LTD, life insurance, and a generous 401k match.
  • Generous paid time off for vacation, sick, company holidays, and time to give back to your community.
  • Employee Resource Groups, which provide access to leaders, relevant volunteer and mentoring opportunities, and interactions with counterparts in industry groups and client organizations.