Investment Operations Client Onboarding Coordinator

Profile

Aon is looking for an Investment Operations Client Onboarding Coordinator Responsibilities:  Keeping onboarding clients on schedule and meeting target dates Prepare client ready documents Working with Consultant and related parties to get documentation completed and signed by the client Ensure all documentation is properly filed and logged internally Take lead on weekly status update calls with client and team for clients you are onboarding Take lead on weekly status update calls with client trustee and record keeper Assist in maintaining onboarding checklist status for each client and present on onboarding calls Coordinate with Transition team on asset movement Work with Portfolio Manager to review current manager line-up Track status of transition milestones to ensure coordinated completion Create, maintain and disseminate client information to client team Work with other Coordinators in division of responsibilities Assist or take lead on internal projects Assist with onboarding and training new staff as appropriate Assist with the development and documentation of enhanced onboarding processes and procedures Qualifications:  Experience working with Defined Contribution plans, DC record keepers, and Trustees.  Desire to work in fast paced rapidly growing department Ability to work independently or with a team Execution focus, ability to manage multiple tasks efficiently and resolve issues. Outstanding sense of ownership, urgency and drive Excellent analytical and communication skills High attention to detail Outstanding organizational skills Excellent proofing skills Defined contribution recordkeeping and investment experience a plus Experience with DC plan transitions a plus Very proficient Excel skills Project management experience Cross team project management experience a plus Bachelor’s degree We offer you A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization. Our Colleague Experience: From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day.  They make a difference, work with the best, own their potential, and value one another.  This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility. To learn more visit Aon Colleague Experience.  About Aon: Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance. Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, or domestic partner status.  Aon is committed to a diverse workforce and is an affirmative action employer. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. 2500924,qualifications:UNAVAILABLE,responsibilities:Aon is looking for an Investment Operations Client Onboarding Coordinator Responsibilities:  Keeping onboarding clients on schedule and meeting target dates Prepare client ready documents Working with Consultant and related parties to get documentation completed and signed by the client Ensure all documentation is properly filed and logged internally Take lead on weekly status update calls with client and team for clients you are onboarding Take lead on weekly status update calls with client trustee and record keeper Assist in maintaining onboarding checklist status for each client and present on onboarding calls Coordinate with Transition team on asset movement Work with Portfolio Manager to review current manager line-up Track status of transition milestones to ensure coordinated completion Create, maintain and disseminate client information to client team Work with other Coordinators in division of responsibilities Assist or take lead on internal projects Assist with onboarding and training new staff as appropriate Assist with the development and documentation of enhanced onboarding processes and procedures Qualifications:  Experience working with Defined Contribution plans, DC record keepers, and Trustees.  Desire to work in fast paced rapidly growing department Ability to work independently or with a team Execution focus, ability to manage multiple tasks efficiently and resolve issues. Outstanding sense of ownership, urgency and drive Excellent analytical and communication skills High attention to detail Outstanding organizational skills Excellent proofing skills Defined contribution recordkeeping and investment experience a plus Experience with DC plan transitions a plus Very proficient Excel skills Project management experience Cross team project management experience a plus Bachelor’s degree We offer you A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization. Our Colleague Experience: From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day.  They make a difference, work with the best, own their potential, and value one another.  This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility. To learn more visit Aon Colleague Experience.  About Aon: Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance. Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, or domestic partner status.  Aon is committed to a diverse workforce and is an affirmative action employer. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.,skills:UNAVAILABLE,workHours:UNAVAILABLE,jobBenefits:UNAVAILABLE,datePosted:2021-12-09T18:50:00 0000,employmentType:FULL_TIME,educationRequirements:UNAVAILABLE,salaryCurrency:USD,baseSalary:{@type:MonetaryAmount,currency:USD,value:{@type:QuantitativeValue,value:0,minValue:0,maxValue:0,unitText:YEAR}},validThrough:2022-12-09T18:50:34.000Z,industry:UNAVAILABLE,hiringOrganization:{@type:Organization,name:Aon Corporation,sameAs:****E Randolph,postalCode:60601,addressCountry:United States}}}

Company info

Sign Up Now - FinancialServicesCrossing.com