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
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